Assistant Relationship Manager, CRE Deposit & Payment Solutions
U.S. Bank
Account Manager
Invictus Capital Partners
full-time
Posted on:
Location Type: Hybrid
Location: Bloomington • Minnesota • 🇺🇸 United States
Visit company websiteSalary
💰 $75,000 - $80,000 per year
Job Level
Mid-LevelSenior
About the role
- Primary point of contact for the client after loan submission
- Ensure the loan application and required documentation is complete and accurate and properly set up in the system.
- Obtain documentation needed for initial and final loan approval.
- Timely follow up on outstanding conditions to ensure proper clear to close timing; including the aggregation of conditions needed by the underwriter to ensure limited touches.
- Manage and/or input the Estimated Closing Date to ensure that the loan is properly prioritized throughout the process.
- Validate the initial, conditional, and final submission package for the underwriter.
- Maintain all communication with clients within required SLA.
- Perform weekly pipeline calls with sales and the client.
Requirements
- Work to obtain condition sign off authority (no income, asset or property related).
- Meet and maintain SLA on initial file review and condition review or negotiate prioritization based upon other loans in the pipeline.
- Convert and organize loan documentation within systems
- Send all status documents and declinations (if applicable) to the client.
- Work closely with Account Executive, Underwriter, and Acquisition Purchase Auditor throughout the process
- Manage multiple loan files and cases to ensure each loan closes in the required closing date.
- Maintain working knowledge of loan programs and applicable guidelines.
- Provide exceptional customer service to customers, operations staff and all third parties throughout the entire loan process
- Perform such other tasks as may be assigned by your manager and/or senior management.
Benefits
- Great compensation package
- Attractive benefits plans and paid time off
- 401(k) w/ company matching
- Professional learning and development opportunities
- Tuition Reimbursement
- And much more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
loan application processingdocumentation validationpipeline managementcondition sign off authorityfile reviewloan documentation organizationstatus document managementcustomer serviceloan program knowledge
Soft skills
communicationnegotiationtime managementorganizational skillsclient relationship management
