Relationship Administrator

Relationship Administrator - 6908

Christiana, PA

1 DAYS AGO

22578375

Summary

Christiana, PA

In-Person

Competitive Salary

1 Years Experience

High school graduate or equivalency certificate (GED)

No Commission

40.00 hours per week / Day Shift / Full-Time

Description

??All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status. Univest Financial Corp Relationship Administrator US-PA-Lancaster Job ID: 6908 Type: Full Time # of Openings: 1 Category: Commercial Banking Univest Financial Corporation Overview Join Univest in Lancaster, Pennsylvania , as a Relationship Administrator I supporting our Commercial Banking team and play a key role in delivering exceptional service and operational support to clients and internal partners. This is a fully in-person opportunity for someone who thrives in a collaborative office environment, values relationship-building, and takes pride in providing responsive, detail-oriented support that helps both customers and teammates succeed. Responsibilities Customer Service & Support Establish operational relationship with designated clients to handle routine daily operational issues and client requests. Deposit and Loan Account Support, including NSF/Overdraft management and processing transfers and loan payments. Assist in gathering documentation needed from customers to open accounts. Facilitate Account / Loan Maintenance, including but not limited to account closures, change of address, signers, and contact information. Retrieve and send account statements to customers. Facilitate wire requests and cashier check requests. Contact customer with check issues from Item Operations, including but not limited to approval over amount, chargebacks, irregular signature, and stop payments. Commercial Loan & Portfolio Support Partner with Relationship Managers and Portfolio Managers in sending out financial statement letters, if needed. Scan and track financial information, loan documentation, and other miscellaneous information in the Bank's systems. Create miscellaneous written forms of communication, including but not limited to account verification and appraisal fee letters. Provide support to the loan origination process, such as ordering, reviewing, and saving all necessary due diligence searches, including but not limited to real estate searches, lien searches, credit reports, background checks, and OFAC reports. Provide support to the commercial loan process by ordering appraisal and environmental reports. Prepare the approval package using a Loan Origination System View the full job description Equal employment opportunity, including veterans and individuals with disabilities. PI284643897 43-4051.00 Customer Service Representatives

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