Commercial Banking Client Representative 4 jobs in United States
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U.S. Bank · 1 day ago

Commercial Banking Client Representative 4

U.S. Bank is on a journey to help customers and businesses make better financial decisions. The Commercial Banking Client Representative 4 role involves managing client relationships and loan portfolios, collaborating with internal teams to ensure compliance and operational efficiency, and providing exceptional customer service.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Provides comprehensive support cultivating strong, long-term relationships to enhance satisfaction and expand business
Collaborates closely with Relationship Managers and Portfolio Managers within the Warehouse Lending Division of U.S. Bank Home Mortgage to manage assigned client relationships and loan portfolios
Supports the review and execution of legal documentation for syndicated and non-syndicated warehouse repurchase facilities in coordination with internal stakeholders and external counsel
Onboards clients within the bank’s commercial loan systems
Oversees the billing and collection of monthly interest and fees
Addresses client inquiries related to warehouse lending facilities and associated products through effective cross-functional communication
Monitors accounts to identify compliance risks, potential fraud, or operational concerns, performing ongoing quality control and validation to maintain accuracy and mitigate risk to both the bank and its clients
Contributes to portfolio reporting, analysis, and other assigned projects that support operational efficiency and strong client service delivery

Qualification

Financial services experienceCustomer service skillsCommercial loan documentationMicrosoft Office proficiencyAnalytical skillsInterpersonal communicationDetail orientedProblem-solving skillsOrganizational skills

Required

Associate's degree, or equivalent work experience
Five or more years of experience in financial services industry

Preferred

Exceptional customer service skills with clients as well as internal and external partners
Proficient computer skills, especially Microsoft Office applications including Excel
Excellent verbal, written, and interpersonal communication skills
Experience with department-specific systems
Superior knowledge of departmental and bank products and services
Experience with credit approval information
Experience with commercial loan legal documentation
Strong analytical, mathematical, and problem-solving skills
Organized, detail oriented and accurate in all aspects of work
Ability to interact professionally with senior staff, legal counsel and clients
Must be able to work in a fast-paced team environment

Benefits

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Company

U.S. Bank

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At U.S.

Funding

Current Stage
Public Company
Total Funding
$991M
Key Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO

Leadership Team

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John C Stern
CFO
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Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
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Company data provided by crunchbase