4+ YOE4+ years client-facing support experience in commercial lending, strong knowledge of loan documentation and financial statements, proficiency with nCino, Salesforce, Microsoft Office, leadership and problem-solving skills.
1+ YOEProvide client service and administrative support to relationship managers; process account and loan documentation; basic financial statement knowledge; 1 year related experience; proficient with Microsoft Office and banking systems.
Edward Jones: Provides personalized financial advice and wealth management services.
Provides client service, account administration, operational support, scheduling, documentation, marketing coordination, and technology support under the direction of financial advisors.