Middle Market Lending Specialist supports middle market lending activities with administrative, analytical, and client support activities. Collects and reviews middle market loan development information and prepares required analysis and documentation. Being a Middle Market Lending Specialist establishes good client relationships and potential for future referrals or cross-sell opportunities by responding to requests for information, answering questions about products, and coordinating other service resources. Performs loan portfolio tracking and generates reports to measure compliance with lending terms and policies. Additionally, Middle Market Lending Specialist keeps abreast of lending products, services, and policies. Typically requires a bachelor's degree. Typically reports to a manager. The Middle Market Lending Specialist occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Middle Market Lending Specialist typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Portfolio Banker is for you.
As a Portfolio Banker in Middle Market Banking, you will be tasked with the development and maintenance of client relationships, risk management, and coordination with various sectors of the organization. Your role will involve deepening existing client relationships, staying abreast of industry trends, and promoting efficiency through automation. Additionally, you will manage AML/KYC due diligence, client relationship management, process credit requests, and ensure that client operational needs are serviced promptly and with high quality.
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0 Middle Market Lending Specialist jobs found in San Antonio, TX area