Sr Relationship Manager Assistant

Cadence Bank
United States, Tennessee, Brentwood
5217 Maryland Way (Show on map)
Jan 10, 2025
Description What the Role Is: This position is a key component to the Restaurant division of Specialized Industries and may serve as liaison between RM and customer. The Sr RMA is involved in all lending and depository aspects of the relationship, in addition to coordinating relationships with other Lines of Businesses and/or subsidiaries. RMA will coordinate processes and documentation pertinent to the relationship in a fashion which complies with regulatory and bank policies. This is an on-site position. How You will Make an Impact 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 Other duties as assigned Who You Are High school diploma or equivalent Bachelor's degree (B.A.); or eight to ten years related experience and/or training 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 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. This position requires S.A.F.E. registration at the time of employment. The Nationwide Mortgage Licensing 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. The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary. Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability. Qualifications Behaviors Leader - Inspires teammates to follow them Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well Motivations Self-Starter - Inspired to perform without outside help Education Bachelors of Finance (required) Experience Bachelor's degree (B.A.); or five to ten years related experience and/or training Stable job history (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)