Job Description

Category
Sales
Position Type
Full-Time/Regular
Job Location
6010 Executive Boulevard Suite 800, Rockville, MD
Tracking Code
1175-948

Ensures all submitted loan applications are reviewed, completed & logged. Maintains strong working relationship with all internal and external customers. Assists all internal & external customers with B2B products and services along with other banking needs. Communicates loan status & progress to internal & external customers. Ensures all proper documents are collected, reviewed, organized, and scanned prior to submission to internal and/or external customers.

  • Consistently provide excellent customer services to external and internal customers.
  • Reviews loan package approval ( new loans, extension, modifications) prior to submitting.
  • Completes input sheets for loan documentations, funding and releasing collateral, requests UCC lien search, COGS, appraisal, researches customer requests, etc.
  • Provides internal and external customer support via email or telephone response.
  • Participates with weekly, monthly reporting, small projects and ensures B2B Portfolio Manager (PM) has back up support.
  • Other duties as assigned.
Required Skills
  • Knowledge of Commercial and Small Business documentation.
  • General knowledge of MS Office.
  • Highly motivated, self-driven individual who can think strategically, operate independently and take accountability for the function.
  • Ability to motivate, influence and collaborate with others both internally and externally.
  • Must have the ability to multi-task in a fast paced environment and prioritize your focus on most impactful activities.
  • Strong oral and written communication skills when interacting with internal and external clients.
  • Strong analytical, critical thinking, and problem solving skills.
  • Some travel may be required.
  • The ability to lift 10 pounds.
  • Demonstrates a commitment to Relationships F•I•R•S•T in all areas of job performance.
Required Experience
  • High School Diploma or equivalent required. Some college in Business or Finance or similar field preferred.
  • At least two (2) years of Consumer, Small Business, or Commercial Lending experience required.
  • At least two (2) years of banking customer service experience required.

We are an equal opportunity employer. Employment selection and related decisions are made without regard to sex, race, age, disability, religion, national origin, color or any other protected class.

Application Instructions

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