Commercial Lending Client Service Associate

Summary:

In this position you will serve as the primary point of contact for all deal set up and service-related needs for commercial loan portfolios. You will provide exceptional client service and flawless execution, resolve client requests, and be a trusted member of the client’s team to deliver the growth and success for an assigned portfolio.

Please note, this team works onsite at the office in Charlotte, NC.

Job Responsibilities:

• Provide deal origination and execution support to bank deal teams as the primary loan servicing contact for internal/external clients for issues and resolutions.

• Deliver solutions and uphold standards and operating principles

• Provide feedback to deal structuring team on operational market trends and any operational feasibility.

• Use systems including CLS System, LoanIQ and MS Excel to create updated client reports

• Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable

• Develop long term client relationships with clear communication by email and phone.

• Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction

• Perform quality control on new deals, restructures and amendments by thoroughly understanding the credit agreement verifying system set up accuracy

• Oversee loan activity (funding, re-pricings, payments) as instructed by the client in accordance with credit agreements

• Calculate and track complex interest and fee accruals at various rate levels across changing lender distributions

• Reconcile daily funding and payment activity to account for all daily cash transactions, initiate and reconcile automated funds movement, monitor and escalate past due principal, interest, & fees

• Conduct annual reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk

• Proactively discuss client trends/issues with internal partners to further customize solutions for clients

Required qualifications, capabilities and skills:

• 1-6 years Commercial or Asset Based Lending experience: deal-booking, closing, and servicing

• Demonstrated Exceptional Customer Service experience

• Knowledge of reading and interpreting syndicated or bilateral credit pre/post-close agreements

Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).