Relationship Associate
Company: Mission Bank
Location: Lancaster
Posted on: January 8, 2021
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Job Description:
Job Description:The Relationship Associate (RA) works closely
with assigned Relationship Manager(s) in managing new and existing
loan relationships. The RA assists with gathering required
financial information, creates and maintains customer files, and
generates routine correspondence. The RA handles moderately complex
customer issues and problems, interfaces with outside vendors when
needed, and provides superior customer service when interfacing
with customers. May obtain initial credit information, do service
bureau/direct credit checks and ensure sufficient collateral. May
assist Relationship Managers in disbursement of funds, loan
extensions, interest calculations, and billings. The Relationship
Associate will also identify cross-sell opportunities and make
referrals to the appropriate person or department.
Keywords: Mission Bank, Lancaster , Relationship Associate, Other , Lancaster, California
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