Responsibilities include but are not limited to:
- In addition to participating in credit application process, oversees all aspects of account service team responsibilities including credit processing, documentation review, contract processing, funding and reporting.
- Manage workflow within team to ensure service level standards are achieved.
- Structures payments in a creative manner.
- Prepare and review contract documents for presentations to vendors and customers, follow-up for executed documents.
- Responsible for submission and review/approval of booking transactions.
- Responsible for submitting and review/approval of funding requests.
- Reviews OFAC issues with AML team for clearance to ensure compliance.
- Maintain and develop vendor and customer relationships.
- Manage assigned account service team associates including hiring, developing and counseling as needed.
Required Skills:
- Maintain a positive, professional image and a high degree of confidentiality within the workplace.
- Understanding of credit and operations functions to communicate with team and other departments.
- Strong communication and negotiation skills.
- Excellent organizational and time management skills.
- Ability to read, analyze and interpret general business periodicals, professional journals, and governmental regulations.
- Ability to prepare reports and business correspondence.
- Ability to present information/instructions and respond to questions from managers, coworkers, vendors and customers.
- Able to learn new and customized programming.
- Requires strong supervisory and problem solving skills.
- Fast paced, high-volume atmosphere.
Required Experience:
- High School Diploma and a minimum of 5 years related experience
Preferred Experience:
- Bachelor's Degree
Skills Required
- High School Diploma
- Minimum 5 years related experience
- Strong communication and negotiation skills
- Excellent organizational and time management skills
- Ability to read, analyze and interpret business documents
- Ability to prepare reports and business correspondence
- Strong supervisory and problem-solving skills
What We Do
At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.
