**Primary Functions of the** **Position:**

+ Have a working knowledge and understanding of all the documents that are reviewed for new and existing loans

+ Ensures that the proper documents have been prepared accurately and precisely based upon the supporting documentation

+ Works closely with all members of the Private Bank Fulfillment and Production Teams in supporting client requests

+ Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with loan documentation

+ Through excellent attention to detail and thoroughness, provides a premier client experience across all client engagements

+ Works closely with other teams within operations and throughout the bank to enhance current processes

+ Participates effectively in assigned projects

**Education and Experience** **Requirements:**

+ Bachelor's Degree, or equivalent combination of education and experience

+ Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred

**Essential Skills and** **Abilities:**

+ Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution

+ Exceptional interpersonal and communication skills

+ Proficiency in Microsoft Office preferred

+ Keen attention to detail and understanding of loan process/system and applicable lending requirements

+ Analyticalproblem-solvingcapabilities

+ Strong work ethic and ability to be self-directed

+ Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities