Position Title
Sales Support Associate, Healthcare Banking
Location
Charlotte, NC 28202
Job Summary
The Sales Support Associate supports healthcare client relationships within the Specialized Industries organization. This role is responsible for delivering the highest level of quality service to each client while managing ongoing portfolio monitoring and ensuring compliance with applicable regulations and guidelines. The Associate exercises independent judgment in resolving client issues related to bank products, including loans, deposits, and ancillary services. Serving as a key liaison, the Associate coordinates across Relationship Managers, Loan Operations, internal departments, and clients. This role is also responsible for key departmental reporting in the areas of compliance and profitability.
Job Responsibilities:
- Transaction & Loan Closing Coordination: Administers tasks that support the commercial sales process ensuring accurate and timely processing of all transactions. This includes; documentation of transactions originated by direct sales and loan closing coordination with outside legal firms, operations and the client.
- Compliance Adherence: Coordinates and communicates the activities of the department with internal bank partners, ensuring policies, procedures and standards are followed correctly and efficiently.
- Internal Partner Coordination: Coordinates and assists the RMs and PMs with loan closing activity communicating with all stakeholders involved with the loan closing process.
- Reporting: Responsible for key reporting including; portfolio metrics, loan projections, pipeline validation and the development of recommendations to enhance those reports and correction of data.
- Portfolio Maintenance: Process exception management tracking and clearing; follow-up on financial statements, borrowing base reports, updating insurance, and clearing any required document follow-up to ensure compliance and eliminate risk of non-compliance. Resolves issues from portfolio management activities such as; past dues mitigation, loan exception control and tracking, ensures compliance with procedures & loan documents
- Customer Support: Responds to and resolves technical issues and inquiries from clients and Relationship Managers, including payoff requests, lien releases and subordinations to increase client retention and satisfaction Provides clients with an exceptional post-closing experience by coordinating new account process, courtesy calls, etc.
Additional Accountabilities:
- Performs special projects, and additional duties and responsibilities as required.
- Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Required Qualifications:
- Education level required: Undergraduate Degree (4 years or equivalent) Equivalent experience may substitute for degree
- Minimum experience required: 3+ Years of commercial lending processing/closing/customer support
- Experience with commercial lending legal and compliance
Job Competencies:
- Good knowledge of commercial loan documentation
- Good knowledge of banking internal controls, policies and procedures
- Computer literate with proficiency in Microsoft Office applications
- Strong organization and time management skills
- Excellent verbal and written communication skills
- Demonstrated professionalism, tact and diplomacy
- Strong problem solving and conflict resolution skills
- Ability to adapt to new demands and challenges and work under minimal supervision
- Physical demands (ADA): No unusual physical exertion is involved
Flagstar is an Equal Opportunity Employer - Vets/Disabled
We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank
Pay Range
$62,039.50 - $94,435.00
