What are the responsibilities and job description for the Relationship Support Specialist II, Commercial Banking (Hybrid - Tacoma, WA) position at HomeStreet Bank?
Salary Range:
$76,400.00 - $122,100.00(Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.)
Posting Date:
January 31, 2025This job will be open and accepting applications for a minimum of three days from the date it was posted.
Benefits* worth writing home about:
- Medical, dental, and vision coverage for employees and their families
- Life, disability and family Leave
- 401(k) and Roth 401(k) with employer match
- Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts
- Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work
- Free employee checking account and employee home loan discounts
*For eligible employees averaging 20 or more hours per week.
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Job Description Summary:
This position is responsible for providing a high level of support to the Commercial Banking Department and management by acting as liaison between the Relationship Managers, Portfolio Management, Loan Operations, clients/prospects of the bank and 3rd party insurance companies. The duties and responsibilities of this position include obtaining and reviewing reports, interacting with clients to obtain information, completion of necessary items for loan documentation, and monitoring of data while maintaining compliance with Bank policies and procedures.Job Details:
PRIMARY FUNCTIONS:
- Take the lead in partnering with Commercial Banking Management and staff, other internal departments, vendors and customers to ensure optimal customer service to Commercial Lending borrowers and prospects.
- Order 3rd party reports, as necessary (third party reports to include credit reports, background checks, preliminary title, environmental, appraisals, collateral exams, UCC searches and flood determination/notification).
- This position may focus on title reports, elimination of exceptions, and escrow closings.
- Review agreements such as purchase and sale agreements, insurance policies, trust certifications and leases for compliance with loan requirements. May provide recommendations for changes.
- Review loan doc boarding worksheets for completeness prior to submission for documentation.
- Ensure all documents required for documentation are in hand prior to requesting loan documents; to include entity documentation, compliance documentation, insurance etc.
- Review loan documentation prior to signing for accuracy and compliance with credit approval.
- Coordinates execution of documentation and delivery of documents for boarding.
- Assists with post-closing work including verifying collateral perfection), as necessary.
- Audit new and renewed credit facility covenants and system setup, ensuring that credit approval, loan documents and covenant tracking system align.
QUALIFICATIONS:
- Minimum of 6 years' experience in commercial credit underwriting, loan operations and servicing, or related experience
- Knowledge of commercial loan documentation including commercial real estate
- Advanced knowledge of commercial loan concepts and working knowledge of lending principles required
- Advanced knowledge of banking procedures and policies
- High school graduate or equivalent required
- Strong written and oral communication skills, attention to detail, spelling, grammatical and proofreading abilities
- Proficiency with Microsoft office products (Excel, Word, Outlook)
- Proficient with keyboarding, alpha and numeric
- Must possess a positive attitude, good judgment, and the ability to accept responsibility and handle confidential information
- Ability to meet deadlines and work under pressure
- Must be detail oriented and have the ability to prioritize tasks consistently throughout each day
- Ability to work as part of a team as well as independently and with people of diverse backgrounds
- Possess strong multitasking capabilities, as well as the ability to troubleshoot and resolve problems quickly and accurately
- Skill in composing and producing professional correspondence
- Commitment to providing excellent customer service
- Able to work overtime when needed and maintain regular and punctual attendance
- Willingness to assume additional responsibilities/duties/projects as they arise
MENTAL AND PHYSICAL CONSIDERATIONS:
- Willing and able to travel occasionally as needed.
- Able to operate a Personal Computer and view information on a monitor for extended periods.
- Must be able to sit for many hours each day.
- Must be able to communicate via telephone and possess dexterity to include filing documents, reaching and bending.
- Ability to lift or carry up to 20 pounds.
- Ability to speak English and express ideas and have difficult conversations in person and over the telephone.
- Ability to listen and comprehend speech.
- Ability to problem solve, make decisions, interpret data and information, read, write and organize information in an orderly manner.
WORK ENVIRONMENT:
- Normal business office environment with the potential for hybrid options as agreed upon with hiring manager.
- Ability to sit in artificial light for extended periods of time.
This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position.
Area:
Commercial (Sales)Equal Employment Opportunity Equal employment opportunity is a fundamental HomeStreet belief. We practice fair and equal treatment for everyone, regardless of race, color, national origin, ancestry, religion, creed, political ideology, gender, marital status, sexual orientation, age, or the presence, history or perception of having any sensory, mental or physical disability, genetic information, or protected veteran status. In addition, we ensure compliance with federal, state and local laws governing nondiscrimination in employment. This philosophy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Salary : $76,400 - $122,100
