Specialty Banking CRE Commercial Sales Assistant II in Cherry Hill, New Jersey | DiversityInc Careers
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Specialty Banking CRE Commercial Sales Assistant II

Job Description
The Commercial Sales Assistant II provides ongoing Customer service and documentation support as the Relationship Team’s liaison on assigned accounts.Job Requirements
• Provides professional and efficient service to external and internal Customers.
• Processes more complex payments, advances, pay-downs, wires and line of credit adjustments.
• Initiates and facilitates Customer research on complex issues
• Assists Relationship Team with clearing and management exceptions.
• Maintain financial reporting requirements within Team's portfolio; financial request letters, tracking and scanning within appropriate timeframe that adheres to audit/credit policy procedures.
• Assist with tracking the receipt of Insurance Certificates.
• Review the various Relationship Manager reports and follow-up with Relationship Manager/Credit Specialist on clearing overdrafts, delinquencies, maturities and financial/loan exceptions.
• Follow-up to ensure new loans renewals and modifications are booked and scanned correctly in all TD systems.
• Assist in Maestro deal (proposal) entry, including research of data.
• Serves as a resource for Commercial Sales Assistant I.
• Prepares correspondence under the direction and review of Relationship Team.
• Assists in the development and making recommendations of procedures and process flow.
• May generate and distribute reports to the Relationship Team.
• Assists in monitoring Monthly/Daily reports.
• Processes and reviews system messages.
• Prepares and submits files for lending team.
• Acts as the initial Customer service contact and may initiate and facilitate Customer research (depends on complexity and nature of issue) ensuring a comprehensive solution to the Customer is provided.
• Processes Customer transactions as necessary.
• Provides support for Customer and marketing events.
• Provides notary services to Customer as needed.
• High school diploma or equivalent experience
• 2-4 years related experience required
• Strong knowledge of commercial lending products, credit policy, loan documentation and administration requirements, and legal and regulatory guidelines.
• Strong knowledge of commercial lending policy and procedures, including lending authority, loan structures, risk ratings, loan to value ratio and other related information.
• Strong knowledge of commercial rate changes, billing processes, reading transaction histories, explaining late fees and interpreting the technical details of the loan system for Customers and Relationship Team.
• Strong Customer service skills.
• Analytical, problem solving and organizational skills.
• Strong attention to detail, including ability to review large amounts of detailed documents for accuracy.
• Excellent communication skills, both verbal and written.
• PC skills required (Word, Excel, PowerPoint).
• Knowledge of Relationship Team systems and software.
• Ability to multi-task along with strong attention to detail.
• Ability to learn new tasks and systems at a fast rate.