Banking Operations Specialist


Job Details

Russell Tobin + Associates is currently seeking a Banking Operations Specialist to work hybrid in Seattle, WA.


Job Title: Banking Operations Specialist

Pay: $20.00 - $21.00/hour (based upon experience)

Duration: 12-month contract

Schedule: Monday Friday // 40hrs/week // 8am-5pmPST

Hybrid schedule = Tuesday, Wednesday, and Thursday in office. Monday and Friday will be work from home days.

Location: Hybrid in Seattle, WA


Our client is seeking a dynamic and detail-oriented Commercial Banking Operations Specialist to join their team. This role is integral in providing high-value operational and relationship support to their Relationship Managers (RMs), Portfolio Managers (PMs), and external customers.


RESPONSIBILITIES:

  • Provide high-quality operational and relationship support to Corporate and Commercial Banking RMs, PMs, and external clients.
  • Support revenue-generating activities and ensure consistent operational and compliance support.
  • Maintain data integrity across all utilized systems and quickly resolve exceptions to minimize financial impacts.
  • Proactively identify, research, and resolve customer issues to prevent recurrence.
  • Keep abreast of all applicable regulations, credit policies, and procedures to ensure compliance.
  • Approve credit exposures (hard and soft) and manage loan onboarding and administration for agented and non-agented deals, bilateral loans, Letters of Credit, and Soft $ Limits.
  • Monitor and research causes of overdrafts, daylight overdrafts, and ACH file suspensions to ensure timely approval.
  • Conduct covenant and financial credit monitoring.
  • Provide marketing and presentation support, including content organization and preparation of final decks.
  • Prepare proposals by gathering customer data and conducting research.
  • Undertake prospecting projects to identify new leads by industry and geographic region.
  • Handle requests for Certificates of Good Standing and order Flood Determinations.
  • Manage Salesforce data administration, maintenance, and reporting.
  • Conduct Uniform Commercial Code (UCC) search requests.


QUALIFICATIONS:

  • High school diploma/GED
  • Strong knowledge of legal documentation related to loan processing.
  • Experience providing primary internal support for a Commercial Banking Group.
  • Ability to assist with risk management, support compliance in daily credit decisions on deposit accounts, and loans.
  • Skilled in conducting research on loans, deposits, loan payoffs, analysis, industry trends, and banking services.
  • Critical thinking skills for underwriting approvals, loan documentation, and processes.


Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies.


As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.


Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.





 Russell Tobin

 06/01/2024

 Seattle,WA