Relationship Manager Assistant II
BancorpSouth
- Oxford, MS
- Permanent
- Full-time
- Prepare and review all account documentation pertinent to loans.
- Review loan files to ensure the completeness of the file, and that all collateral has been properly secured
- Maintain and clear all CIP, credit, insurance and policy exceptions
- Maintain and prepare future maturities
- Open/Close DDA, Savings and TD accounts – complete customer transactions
- File maintenance – address changes, CIP updates, check/check card orders, transfers, wires, etc.
- Coordinate loan renewal efforts
- Fee refunds as approved by RM
- Discover and communicate cross sell opportunities
- Assist with community outreach and business development activities
- Enter loan applications in Action with direction from RM
- Process invoices and expense reports
- Cover phone calls and customer meetings as necessary and keep manager informed of all activities within department
- Set appointments for Loan Officers as needed
- Promote the bank’s products and services
- Build and maintain positive relations with all customers, potential customers and co-workers
- Perform as a team member in allocating and coordinating the work flow
- Contribute to the fulfillment of department and company objectives and goals
- Comply with all department and company policies, procedures and regulations
- Remain current on all pertinent consumer lending and other financial institution-related laws and regulations
- Interacts with a range of individuals, both within and outside the immediate team, to convey basic information
- Some accountability for medium-term tasks and many recurring basic initiatives
- Limited use of judgment related to administrative issues
- Understanding of support discipline
- Understanding of straightforward, administrative, and/or other basic business services
- Stable job history
- Exceptional verbal, organizational and interpersonal skills
- Ability to write reports and correspondence
- Ability to read and comprehend documents
- Ability to calculate basic financial figures and amounts
- Proficient in computer skills and knowledge of word processing, spreadsheet, internet, e-mail, database, presentation, and project software (Microsoft Office)
- Professional appearance and demeanor
- Ability to complete detailed work
- Ability to enter data correctly using keyboard, typewriter and calculator
- Ability to operate general office equipment
- Ability to define problems, collect data, establish facts, and draw valid conclusions
- Bachelor’s degree (B.A.); or 2 - 6 years related experience and/or training
- Regular and reliable attendance
- Works cooperatively with others
System (NMLS) web site (mortgage.nationwidelicensingsystem.org) can provide information about the
requirements for registration.If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we’re dedicated to adding new perspectives to the team and encourage everyone to apply.Behaviors : Dedicated: Devoted to a task or purpose with loyalty or integrityMotivation : Self-Starter: Inspired to perform without outside helpEducation : BachelorsExperience : 0 years: Bachelor's degree (B.A.); or 2 - 6 years related experience and/or training Regular and reliable attendance Works cooperatively with others