Commercial Relationship Specialist

This is a role which is responsible for assisting the commercial/relationship team and their respective customers within a location/region.

Tasks include, but are not limited to:

Handling the ongoing maintenance of loans and accounts.

Handling loan payments, advances, and paydowns.

Pull loan and account statements as requested.

Assist in account overdraft decisioning.

Request all required documentation from customer for loan or account needs (collateral items, Org Docs, Financials, Beneficial Ownership Certificates, etc).

Confirms loans have been funded appropriately – inclusive of fees, proceeds, payoffs.

Request loan payoffs.

Request lien releases.

Research any/all items needed for customers, officers, and back-office associates.

Assist in clearing exceptions.

Request fee refunds.

Assist in building loan requests.

Assist with tracking & collection of past due loan payments.

Create/maintain electronic files for commercial customers & prospects on local network. Assist with No Pin wires.

Work closely with other lines of business in location/region (Treasury, Private Banking, Consumer, etc.) regarding loans, depository products, and services for customers.

Request all deposit account opening documentation.

Provide details on loan/account history, transactions, rates, terms, etc.

High school education or equivalent.

4 years of client/customer service experience preferred.

2 years of administrative support experience preferred.

Demonstrates general knowledge of Microsoft Office Products (Excel, Word).

Demonstrates strong attention to detail.

Demonstrates good verbal and written communication skills.

Demonstrates ability to multitask and prioritize conflicting demands.

Demonstrates good interpersonal skills and ability to work well with others. Demonstrates knowledge and understanding of loan and account documentation.

Demonstrates knowledge and understanding of bank loan and account policy and regulatory compliance.

Demonstrates knowledge and understanding of corporate organizational documentation.

Compensation Range:

$33,920.00 - $65,380.00

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [email protected] to let us know the nature of your request.

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