Support Relationship Managers in managing middle-market client accounts.
Assist in preparing loan documentation, financial reports, and credit memos.
Ensure compliance with regulatory and internal policies.
Provide exceptional customer service and respond to client inquiries.
Collaborate with internal departments to streamline processes and improve efficiency.
1-3 years of experience in banking, financial services, or commercial lending support.
Strong analytical, organizational, and problem-solving skills.
Proficiency in Microsoft Office, financial software, and banking systems.
Ability to manage multiple tasks in a fast-paced environment.
A bachelor’s degree in finance, business, or a related field is preferred.