Commercial Services Specialist
4 days ago
**Job Summary**
We are seeking a highly skilled Commercial Services Advisor to join our team at Envision Financial. As a Commercial Services Advisor, you will provide day-to-day assistance and support to our commercial and business banking sales team to enable them to effectively build relationships and engage in business development.
**Key Responsibilities**
- Assist with the preparation of reports, reviews, and completes assigned tasks, including contacting stakeholders for follow-up or action, as required.
- Provide support with financial analysis, including completion of credit investigations, searches, and preparing applications and related documentation.
- Assist with annual reviews by following up with clients to obtain financial statements and other related documents.
- Respond to client inquiries in person or on the phone, identifies referral and cross-selling opportunities, and directs clients to appropriate experts.
- Support with collections, including reviewing NSF and delinquency reports and following up as required.
- Provide general transactional support, including overdraft processing, draw documentation, and funding advances.
**Requirements**
- High school diploma and completion of a Certificate (1 year or less) or equivalent combination of education and experience required.
- College, Trade or Tech School Diploma (2 years) preferred.
- 2 years experience in lending and/or securities administration role required.
- Foundational lending experience preferred.
- Demonstrates strong interpersonal skills with the ability to develop long-term business relationships.
- Effective time management and organizational skills along with the ability to multi-task.
- Strong attention to detail and a high degree of accuracy.
- Proficient in computer software programs, including Microsoft Office.
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
**Pay Transparency**
Salary Range: $45,000 - $56,200. Please note, the salary range mentioned in this job posting should serve as a guide. The final compensation offered may vary based on a variety of factors, including bonuses and/or incentives, or a candidate's skills and experience.
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