Assists Senior Corporate Banking Portfolio Specialists in managing existing Corporate Banking relationships.  Collects and tracks required financial information and reports collection activity to management in a timely manner.  Becomes familiar with the structure of loans in order to answer questions from clients, Credit Analysts, and/or management when a Senior Corporate Banking Portfolio Specialist is not available.  Provides direct client service under direction.  Assists with preparing initial term sheets, proposals and the coordination of closings for new loans and modifications under Corporate Banker guidance.  Works closely with Senior Corporate Banking Portfolio Specialist(s) to ensure the risk management of each client relationship is in compliance with policy and procedure, as well as commercial and regulatory guidelines.  Provides general administrative support for the department including preparing miscellaneous reports, scanning documents to loan files and creating and maintain corporate client files.

Essential Job Responsibilities__

1. Assists Senior Corporate Banking Portfolio Specialists in managing existing relationships by performing the following: 

a. Assists with collecting and tracking required financial information for the Credit Department to prepare an analysis.  Reports collection activity to management in a timely manner.

b. Becomes familiar with structure of loans in order to answer questions from clients, Credit Analysts, or management when Senior Corporate Banking Portfolio Specialist is not available.

c. Under direction, provides service to commercial clients on all of their banking needs with respect to deposit, loan and other miscellaneous products and services, including (but not limited to): 

i. Answering questions on loans and other accounts, assisting with loan payments and collecting past due loan payments.

ii. Processing advances from lines of credits or multi disbursement credits; preparing and initiating wire transfers.

iii. Working with branches to set up accounts or other services and introducing clients to branch staff.

iv. Researching issues, providing solutions and preparing maintenances.

v. Working with Treasury Management to establish lockboxes, if required.

2. Builds client relationships by identifying needs, recognizing cross-sell opportunities and communicating to Senior Corporate Banking Portfolio Specialist.

    

    

3. Assists in the preparation of initial term sheets and

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