Relationship Account Coordinator I - Practice Solutions

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Leads the effort in the pre-closing and closing process on complex real estate loans, including construction, term, lines of credit, and letters of credit, some of which may be syndicated. Independently reviews loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Works closely with Relationship Account Officer, borrower, counsel, construction consultants and title companies. Monitors documentation requirements. Responsible for managing construction draw process, including reviewing construction draw packages, identifying and helping to resolve construction and title issues, keeping accurate records of loan budget, and ensuring loan is in balance in accordance with approval. Preferred three or more years of previous real estate loan administration experience or real estate paralegal experience; proficient computer skills, including Windows, Excel, Word and Outlook; excellent written and verbal communication skills; effective problem solving skills.

Responsibilities:

• Manages backlog of startup healthcare clients during the project phase of loan process

• Processes disbursements on behalf of clients

• Communicates frequently with internal/external partners and clients

• Identifies and delivers to client's needs through loan closing process

• Collects required documentation from client based on loan conditions

Skills:

• Client Experience Branding

• Client Solutions Advisory

• Collaboration

• Customer and Client Focus

• Record Keeping

• Account Management

• Adaptability

Required Qualifications:

• Proficient computer skills

• Strong decision-making skills and problem-solving skills

• Excellent verbal and written communication skills

• Strong customer service skills

Desired Qualifications:

• Three or more years of previous real estate loan administration experience or real estate paralegal experience

• Ability to learn and adapt to ongoing changes and new technology platforms

• Experience in receiving and implementing performance feedback and coaching

• Self-motivated and results-oriented with excellent organizational skills

• Experience deepening relationships over the phone with clients

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40