Top 72 Loan operations associate Jobs in Columbus, Oh

Client Relationship Officer - Commercial Admin Total Bank
WesBanco Bank, Inc. —Columbus, OH
- Remote
- Computer literacy
- Research
- Mid-level
6d
Change Management - Process Improvement Associate II
JPMorganChase —Columbus, OH
- Full-time
- Customer service
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Branch Operations Lead - Columbus Central West - Columbus, OH
JPMorganChase —Columbus, OH
- Weekends as needed
- Management
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Personal Banker Associate I- Northeast Columbus Area
Fifth Third Bank —Gahanna, OH
- Full-time
- Office
- Math
- Travel
Personal Banker Associate I
Fifth Third Bank —Canal Winchester, OH
- Full-time
- Office
- Math
- Travel
Credit Administrator
Peoples Bank —Worthington, OH
- Full-time
- Mid-level
- Office
- 3 years
- Employee stock purchase plan
- Paid holidays
Branch Operations Lead - Gahanna North - Gahanna, OH
JPMorganChase —Gahanna, OH
- Weekends as needed
- Management
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Administrative Assistant 3 - Medical Staff Administration
The Ohio State University Wexner Medical Center —Columbus, OH
- Online Application
- Hybrid work
- Background check
- Pass drug screening
- Mid-level
- Travel reimbursement
- Paid parental leave
9d
Office Assistant
Southern Auto Sales —Columbus, OH
- $600 - $800 a week
- Full-time
- Merchandising
- Cleaning
- Fair chance
Quick Apply
9d
Operations Support Representative
Telhio Credit Union —Columbus, OH
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
Personal Banker Associate I - Westerville Area
Fifth Third Bank —Westerville, OH
- Full-time
- Office
- Math
- Travel
Administrative Assistant 2 | University Hospital
The Ohio State University Wexner Medical Center —Columbus, OH
- Online Application
- Background check
- Inventory management
- Customer service
- Paid parental leave
- Disability insurance
Channel Marketing Associate
JPMorganChase —Columbus, OH
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Health insurance
- Tuition reimbursement
11d
Lease Operations & Funding Administrator I
Peoples Bank —Worthington, OH
- $17.90 - $26.84 an hour
- Full-time
- Office
- Analysis skills
- Experience equivalent to degree accepted
- Employee stock purchase plan
- Paid holidays
6d
Fraud Operations Finance Senior Associate - Expense Management & Analysis
JPMorganChase —Columbus, OH
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Tuition reimbursement
Personal Banker Associate II
Fifth Third Bank —Pickerington, OH
- Full-time
- Mid-level
- Office
- Math
Digital Connected Banking Operations & Readiness - Product Delivery, Associate
JPMorganChase —Columbus, OH
- Full-time
- Microsoft Excel
- Mid-level
- Analysis skills
- Health insurance
- Tuition reimbursement
1d
Personal Banker Associate II- Powell
Fifth Third Bank —Powell, OH
- Full-time
- Mid-level
- Office
- Math
7d
SBA Operations Manager
Park National Bank —Columbus, OH
- Full-time
- Hybrid work
- 6 years
- Computer literacy
- Mid-level
FCBank, Universal Associate, Full time
CNB Financial Corporation —Worthington, OH
- $15.00 - $26.75 an hour
- Full-time
- Background check
- Computer literacy
- Basic math
- Wellness program
- Paid holidays
Quick Apply

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Client Relationship Officer - Commercial Admin Total Bank

WesBanco Bank, Inc. -
Columbus, OH

Apply Now

Job Details

6 days ago

Qualifications

Computer operation
Customer communication
Credit risk assessment
Commercial lending analysis experience in risk and credit
Financial statement analysis
High school diploma or GED
Math
Financial report interpretation
Inferential statistics
Desktop applications
Data interpretation
Financial statement interpretation
Productivity software

Full Job Description

SUMMARY:

The Client Relationship Officer supports the line of business by providing exceptional service and operational support to associates and clients. This role manages client requests, facilitates account operations, and ensures accuracy and completion of documentation and transactions. Acting as a liaison between clients, associates, and internal partners, the Client Relationship Officer delivers a seamless client experience and supports growth initiatives. Emphasis is placed on relationship management and servicing the needs of teams and their portfolio of clients.

CUSTOMER SERVICE SKILLS:

Willingness to provide a level of service which will clearly differentiate us from our competitors.

INTERPERSONAL SKILLS:

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.

Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Practices the standards of the Bank's Mission, Vision and Pledge.

Understands the various types of commercial loan products and services offered by the Bank.

Assists with the preparation of Line of Credit annual renewals.

Prepares and coordinates annual relationship review.

Meets clients with Commercial Bankers, as applicable.

Assists with opening new accounts and ensures complete, accurate documentation is obtained from clients.

Inputs information into lending system in conjunction with and on behalf of the Commercial Banker. Facilitates deal submissions of all credit requests into commercial processing software; utilizing checklists to confirm all information is collected and due diligence is complete.

Engages, coordinates and reviews third party reports (appraisal, environmental, inspection, borrowing base certificates, etc.).

Collects and reviews entities due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements.

Images and indexes all deposit and client documentation to ensure proper recordkeeping.

Performs account maintenance, including adding/removing signers and updating client records.

Maintains direct client contact information such as but not limited to email addresses and phone numbers in order to collect financial and other information, and manage portfolio.

Analyzes commercial construction draw packages submitted by commercial lending production areas for completion and accuracy and recommend approval or denial of requested draw amount. Specifically:

Receives, review and balances commercial construction draw documentation (budgets, inspection reports, title updates and lien waivers, etc.)

Reviews all documentation and disbursements to ensure all funds have been disbursed properly.

Orders project inspections and title updates and reviews both for compliance.

Interfaces with customer on issues as they arise.

Responds to client inquiries regarding bank products, services, account details, and policies; conducts account research, files and processes fraud claims.

Identifies cross-selling opportunities, recommending additional bank products and services that align with clients' operational needs.

Demonstrates comprehensive knowledge of banking systems, internal processes, tool and resources available to associates, and controls designed to protect the bank and our clients.

Researches and resolves exceptions in required documentation; loan, collateral and deposit exceptions, assist with past dues.

Provides loan support to relationship teams, collection of payments and fees, processing advances on lines of credit, and funding of loan proceeds.

Demonstrates knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of attorney-prepared documentation.

Assists the Commercial Banker in supporting the commercial loan closing process including communicating with Commercial Closing Officer, and coordinating activities of outside service providers including attorneys, accountants, insurance providers and government agencies.

Collaborates with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients.

Performs other duties as assigned.

OTHER REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Strong analytical abilities, credit underwriting skills.

Ability to work with others in a team environment and under occasional time constraints is a necessity.

Ability to read, analyze and interpret financial reports and legal documents; performs simple to complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems, and achieve goals.

Ability to write reports, business correspondence, and procedure manuals.

Ability to effectively present information and respond to questions from groups of managers, clients customers, and the general public.

Ability to work mathematical concepts such as probability and statistical inference.

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.

Ability to deal with problems involving several concrete variables in standardized situations.

Demonstrated proficiency in basic computer applications such as Microsoft Office and ability to learn various applications.

Ability to learn various Banking Software programs.

Requirements:

High school diploma or General Education Degree (GED) required.

Bachelor's Degree in Business Administration preferred.

Minimum of two years of relevant banking experience required.

Apply Now

Refine Your Search

loan operations associate jobs in columbus, oh

Client Relationship Officer - Commercial Admin Total Bank

Change Management - Process Improvement Associate II

Branch Operations Lead - Columbus Central West - Columbus, OH

Personal Banker Associate I- Northeast Columbus Area

Personal Banker Associate I

Credit Administrator

Branch Operations Lead - Gahanna North - Gahanna, OH

Administrative Assistant 3 - Medical Staff Administration

Office Assistant

Operations Support Representative

Personal Banker Associate I - Westerville Area

Administrative Assistant 2 | University Hospital

Channel Marketing Associate

Lease Operations & Funding Administrator I

Fraud Operations Finance Senior Associate - Expense Management & Analysis

Personal Banker Associate II

Digital Connected Banking Operations & Readiness - Product Delivery, Associate

Personal Banker Associate II- Powell

SBA Operations Manager

FCBank, Universal Associate, Full time

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