Real Estate Banking Relationship Specialist
Core
Provides general administrative and sales support to Real Estate Banking Relationship Managers, serving corporate bank clients.
Role type
Real Estate Banking Relationship Specialist
Builds
Corporate banking client relationships and deposit/loan servicing
Domain
Banking / Real Estate Finance
Deliverable
client delivery
Required skills
data integrity management, KYC compliance, loan due diligence, deposit account processing, notary services, reporting compilation, client issue resolution
Preferred skills
Microsoft Office proficiency, independent task execution, analytical thinking
Responsibilities
Acts as primary point of contact for client servicing requests; manages data integrity for the portfolio; processes deposit and loan transactions; compiles reports for Relationship Managers; provides back-up support and training to other specialists
Seniority
Mid-level, hands-on IC