Wholesale Relationship Specialist IV (Reston)
$64,823–$97,221 year
HybridReston, Virginia, United States
Job Summary
Manage daily client requests, research solutions, and resolve complaints while adhering to federal and state banking regulations. Open, service, and maintain wholesale deposit accounts; process payments, advances, and wire transfers. Execute due diligence, order lien searches and appraisals, and prepare loan documentation for closing. Handle internal and external loan closings, fund loans, and coordinate with counsel and title companies. Monitor N/SF reports, process postings, and assist in managing construction loans and Builder Lines of Credit. Serve as a subject matter expert to mentor junior specialists and support workflow prioritization.
Required Qualifications
- High school diploma or equivalent
- college degree preferred
- Seven plus years of wholesale or consumer banking or industry related experience
- Three plus years of commercial loan and deposit experience
- Exceptional customer service and problem-solving proficiency
- Superior time management
- Excellent oral, written, and interpersonal communication
- Very organized and detail oriented
- Expert proficiency in reading and interpreting Title Policies and understanding of Real Estate Collateral
- Expert proficiency in reading and interpreting UCC lien and judgment search results
- Ability to prioritize and manage multiple priorities
- Flexible, able to adapt to change
- Ability to work independently as well as within a team environment
- Outstanding analytical skills
- First-rate computer skills relevant to Microsoft 365 Suite
- Expert proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Masters Deeds of Trust
- Strong working knowledge of business deposit accounts
- Extensive and strong working knowledge of banking software programs
- Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms
- Management and mentor experience
- Must be able to lift 50 lbs
Desired Qualifications
- Master's degree preferred
- Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred
- Management and mentor experience are beneficial
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