Job Description:

·All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.


Univest Financial Corp


Relationship Administrator - Commercial Banking

US-PA-Doylestown

Job ID: 6288
Type: Full Time
# of Openings: 1
Category: Commercial Banking
Univest Bank - Doylestown

Overview

Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. In 2023, Univest donated $2.4 million to our communities, and our employees volunteered more than 13,100 hours.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

We're looking for a Relationship Administrator to join our growing team.

Responsibilities

Customer Service & Support:

• Deposit and loan account support
• NSF/Overdraft management & reporting
• Assist in coordination of meetings and loan closings
• Post-closing customer follow up, when necessary

New Loan & Loan Renewal Support:

• Communicate with RM and assist in gathering financial information to support loan request
• Collaborate with RM in order to facilitate loan proposals/approvals. Prepare LPS and assist with memos and underwriting packets, etc.)
• Collaborate with RM, Credit Support and Loan Servicing Department/Bank Counsel for loan settlement. Prepare Boarding Data sheets, documentation review, customer follow up, etc.
• Understand Collateral & Loan Codes for LPS to assure accuracy of each

Commercial Loan Support:

• Establish operational relationship with designated clients to handle routine daily operational issues and client requests
• Monitor and review collateral exceptions, maturing loans, and delinquencies by working with RM to resolve.
• Assist with internal and external portfolio audit preparation and support
• Assist in monitoring construction loan advances by preparing Advance Authorizations and preparing checks for advances.
• Scanning and tracking financial information, loan documents and exceptions in the Bank’s systems (Synergy, LQAS, etc.)
• Order appraisal and environmental reports and searches as needed
• Order loan documents, review, notarize and organize for loan closing
• Book loans including any loan advances and GL entries
• Prepare and provide Reg B small business adverse action notices, when required

Responsible for compliance with laws and regulations that apply to this position including Univest Code of Conduct

Responsible for Special Projects as requested

Perform additional duties as required.

Qualifications

Minimum of 3 years administrative experience

Customer- focused individual with strong knowledge of banking and internal credit processes

Strong knowledge of commercial lending practices, including but not limited to approval process, documentation and post-closing and compliance issues.

Microsoft Office proficient

Ability to deal with pressure and handle multiple priorities and problems in an independent manner within established guidelines

Strong ability to communicate in a professional manner with internal and external customers

GED/HS Diploma required, college degree helpful

Professional attitude and willingness to work together with a team towards common goals

Click here for Benefit Information

#Univest

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An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

PI243147697

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