COMMERCIAL BANKING SPECIALIST RESUME EXAMPLE
Published: July 29, 2024 - The Commercial Banking Specialist is responsible for coordinating the daily workflow of a commercial officer, this Commercial Banking Specialist ensures the accuracy and completeness of loan documents and accounts, conducts transactions as directed by loan officers, and handles loan bookings and modifications. Tasks include researching and resolving account issues, preparing loan documentation, and acting as the primary liaison between customers and commercial bankers. Additionally, the specialist analyzes data related to billing, rate changes, and loans, and completes assigned reporting duties.
Tips for Commercial Banking Specialist Skills and Responsibilities on a Resume
1. Commercial Banking Specialist, KeyBank, Cleveland, OH
Job Summary:
- Learning the entire loan origination to loan disbursement process while maintaining high quality client service
- Dedicated support to Relationship Managers for inquiries and/or research needed to enhance, develop and maintain customer relationships.
- Maintains high-quality customer service while providing assistance for clients on all bank services
- Assists in providing proactive solutions and problem resolution for clients and peers.
- Learning to identify potential referral opportunities and refers all relevant bank and investment needs to Relationship Manager to assist client reaching financial objectives.
- Working knowledge and utilization of loan origination software as well as bank core systems
- Learning all loan documents
- Regularly reviews and maintains loan reports and requests updates of financial information for loan renewals and new loan requests.
- Interacts with internal departments
Skills on Resume:
- Customer Service Excellence (Soft Skills)
- Relationship Management (Soft Skills)
- Problem Resolution (Soft Skills)
- Referral Identification (Soft Skills)
- Loan Origination Software Proficiency (Hard Skills)
- Loan Documentation Expertise (Hard Skills)
- Report Management (Hard Skills)
- Interdepartmental Collaboration (Soft Skills)
2. Commercial Banking Specialist, Regions Bank, Birmingham, AL
Job Summary:
- Coordinate daily workflow for commercial officer
- Review and monitor loan documents and accounts for accuracy, completeness, and conduct transactions per instruction of loan officer
- Research, identify, and resolve account questions, delinquencies, and other issues
- Prepare loan documentation and agreements
- Book new loans and administer loan modifications
- Analyze and interpret data regarding billing questions, rate changes, and additional loan information
- Serve as liaison between the customers and commercial banker
- Completing assigned reporting tasks
Skills on Resume:
- Workflow Coordination (Soft Skills)
- Document Review and Accuracy (Hard Skills)
- Issue Resolution (Soft Skills)
- Loan Documentation Preparation (Hard Skills)
- Loan Administration (Hard Skills)
- Data Analysis and Interpretation (Hard Skills)
- Customer Liaison (Soft Skills)
- Reporting Tasks (Hard Skills)
3. Commercial Banking Specialist, M&T Bank, Buffalo, NY
Job Summary:
- Provide exceptional service to our clients and bankers
- Provide administrative and lending support to bankers
- Assist clients with large and complex accounts
- Assist with the commercial and/or consumer loan application process
- Setting up loan and line of credit accounts on the Bank’s servicing systems. Products include consumer and commercial loans and lines of credit.
- Performing various types of maintenance on accounts accurately and within specified timelines.
- Ensuring compliance with policy and procedures
- Presenting a professional image
Skills on Resume:
- Client Relationship Management (Soft Skills)
- Administrative Support (Hard Skills)
- Loan Processing and Maintenance (Hard Skills)
- Compliance and Regulatory Knowledge (Hard Skills)
- Attention to Detail (Soft Skills)
- Professional Presentation (Soft Skills)
- Complex Account Management (Hard Skills)
- System Proficiency (Hard Skills)