Commercial Sales Associate III

This is a fully remote position, open to applicants in Maine, +1 more state.

📋 Description

• Deliver continuous Commercial Customer service, documentation, and support to the Community Capital Group for assigned accounts.

• Offer professional and efficient service to both external and internal Customers.

• Evaluate transaction structures.

• Provide administrative support and Customer service functions to Relationship Managers.

• Aid Relationship Managers in finalizing loans, addressing closing conditions, preparing closing packages, and organizing loan closing documentation.

• Upload and monitor financial statements.

• Process payments, advances, pay-downs, wires, and adjustments to lines of credit.

• Assist Relationship Teams with reporting, loan activities, delinquencies, and the preparation and tracking of correspondence in loan information.

• Support Relationship Managers with pipeline management, loan closings, and intricate loan entries on the Bank loan origination system.

• Draft correspondence and administrative materials.

• Serve as the first point of contact for Customer service and investigate complex Customer inquiries or transactions.

• Execute Customer transactions as required.

• Engage with external Customers.

• Provide notary services when necessary.

• Assist Relationship Teams in resolving and managing exceptions.

• Mentor Commercial Sales Associates I and II.

• Contribute to recommendations for procedures and process flows.

• Create and distribute daily and monthly reports for the Relationship Management team.

⛳️ Requirements

• High school diploma or equivalent experience is required.

• A minimum of 3 years of relevant experience is necessary.

• Extensive knowledge of commercial lending products, credit policies, loan documentation and administration requirements, as well as legal and regulatory standards.

• Strong understanding of commercial lending policies and procedures, including lending authority, loan structures, risk ratings, loan-to-value ratios, and other pertinent information.

• In-depth knowledge of commercial rate changes, billing processes, reviewing transaction histories, explaining late fees, and interpreting the technical details of the loan system.

• Exceptional Customer service skills.

• Strong analytical, problem-solving, and organizational abilities.

• Keen attention to detail with the capacity to review extensive documents for accuracy.

• Excellent verbal and written communication skills.

• Proficiency in PC applications, including Word, Excel, and PowerPoint.

• Familiarity with Relationship Team systems and software.

• Ability to handle multiple tasks and quickly adapt to new tasks and systems.

• Willingness to travel domestically on occasion.

• Capability to meet the specified physical requirements.

🏝️ Benefits

• Comprehensive health and well-being benefits.

• Savings and retirement programs.

• Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO.

• Banking benefits and discounts.

• Opportunities for career development.

• Recognition and rewards programs.

• Regular discussions regarding career development and performance.

• Access to an online learning platform.

• Participation in mentoring programs.

• Training and onboarding sessions.

• Variable compensation/incentive awards, including eligibility for cash and/or equity incentive awards.