Comml Relationship Spec

Commercial Relationship Specialist

The Commercial Relationship Specialist role will assist the commercial calling / relationship team within their location / region. Handle all aspects of loan originations, funding, & collateral perfection (coordinate with middle office in Kansas City).

How You Will Spend Your Time :

• Handle and coordinate with Commercial team and customers the ongoing maintenance for the loan (advance & payment requests; track & prepare tickets / forms for loan payments, fees, attorney fees; research loans; order appraisals & environmental reports; work with 3rd party vendors; gather financial information, order spreads & loan write ups; assists with tracking & collection of past due loan payments; pull monthly loan reports; prepare monthly loan summary report for management; actively work to resolve / clear all financial & collateral exceptions; overdrafts; on line commercial deposit transfers).
• Scan executed loan documentation, financial information, deposit documentation and create / maintain electronic files for commercial customers & prospects on local network.
• Process No Pin wires with approval of Commercial Officer and customers; prepare necessary forms; obtain signatures & conduct all follow up for branch compliance.
• Work closely with Treasury and the Commercial Officer regarding depository products for customers (gather documents necessary to open, all on going maintenance, & close accounts; work with legal for approval, submit pre approval on new commercial customers; complete StartRight on the business entity and each signer for every new account along with completing all other due diligence also required when adding signers to existing accounts; prepare all deposit account opening documents, provide customer disclosures; initiate account hosting with Kansas City; research).
• Assist Commercial Officer with coordination with other lines of business.
• Provide administrative support for Commercial Officer (travel, expense reports, sales call entries in ClientLink).
• Provide back up for other officers and other support positions.
• Other duties as assigned

We Are Excited To Talk With You If :

Compensation Range : $37,490.00 - $71,920.00

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 enda 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.