General Summary/Purpose
The Commercial Relationship Support Manager - Paducah - will provide full administrative support to all Commercial and Business functions. Lead the support specialist team in all sales and relationship management aspects including being the primary client contact to fully support the relationship managers when they are involved in other tasks. Expectations for this position are to provide the highest level of support to both the client and the Relationship Managers. This position includes Team Leader functions for Commercial and Business Portfolio Manager and Support Specialists in (CPMSS) Paducah.
Key Duties and Responsibilities
#1 Portfolio and Pipeline Management Percentage of time: _45_%
- Overall portfolio and pipeline management for Commercial and Business lending, including ownership of maturities and renewals.
- Coordinate workflow between Sales Support staff and Commercial RMs
- Own the maturity and renewal process for the loan portfolio, including tracking upcoming maturities and assisting with underwriting, processing, and documentation preparation of renewals
- Assist RMs with addressing exceptions on loans and portfolio
- Manage collateral exceptions for Commercial and Business RMs, coordinating workflow with Sr. CPMSS
- Manage covenant tracking and financial reporting requirement process for Commercial and Business RMs
- Maintain accurate pipeline records by inputting client meetings, interactions, and tasks into CRM system nCino/Salesforce
- Conduct outbound calling to customers and prospects in support of portfolio retention and pipeline development
#2 Commercial Support Team Management and Administration Percentage of time: _45_%
- Management and administrative functions, serving as the primary liaison between front staff and back-office staff, which includes loan servicing, documentation preparation, loan booking, and follow up of trailing information.
- Collaborate with Director of Lending Services & Sales Support (DLSSS) and Director of Commercial Services to manage reporting and productivity across the Commercial and Business Sales team
- Onboard and train new CPMSS teammates
- Serve as a designated Sales Support teammate and subject matter expert for software/platform testing and training and process/project implementation
- Coordinate workflow between Sales Support staff and other departments including but not limited to Loan Operations, Credit Administration, Credit Services, Treasury Services.
- Assist RMs with the client onboarding experience for loans and deposits, collaborating with Commercial and Business teams on the overall client experience
- Process wires and other operational tasks for clients
- Coordinate client gifts and promotions for RMs
- Participate in community involvement activities in support of market and sales functions
#3 Loan Production Support Percentage of time: _10_%
- Assist with new loan production as needed, providing support to Commercial RMs at all stages of the loan process.
- Provide assistance to Commercial RMs in all stages of new loan production as needed
- Collaborate with CPMSS to review loan documentation, renewals, modifications, appraisals, and title work.
- Order appraisals, title work, flood certificates, etc., and collect pertinent documentation and information from clients to support the loan process
- Assist with entering information into the business loan platforms and gather and organize client documents on RM shared drive and loan systems for booking
- Collaborate with loan processors, underwriters, and credit analysts through underwriting
- Print and assemble loan packages in collaboration with central document preparation, notarize documents for client packages, and attend loan closings as needed
Qualifications
Education, Training and Skills Required
(Identify the minimum required to perform the duties and responsibilities.)
____ Limited training normally acquired through high school education
____ Specialized education/training normally acquired through up to 18 months of higher education
____ Education/training equivalent to an Associates’ Degree
_ x _ Education/training equivalent to a Bachelors’ Degree
____ Education/training equivalent to a Masters’ Degree
____ Advanced education/training in a recognized field of specialization, e.g. CPA, MBA
____ Other (please specify)
Experience Required
(Identify the minimum required to perform the duties and responsibilities as well as the type of experience required.)
____ None
____ Three months to one year
____ More than one year, fewer than three years
____ More than three years, fewer than five years
_ x _ More than five years, fewer than eight years
____ More than eight years
Skills Required
- Education or training equivalent to a Bachelor’s Degree
- More than five years and fewer than eight years of relevant experience
What We Do
Paducah Bank is a privately held community bank based in Kentucky, serving the Paducah and Louisville areas. The bank provides a comprehensive range of personal and business banking solutions, including checking and savings accounts, mortgages, auto loans, and wealth management services, emphasizing a commitment to financial stability, community involvement, and exceptional customer service.
