Jamiesha Smith

Onboarding and Maintenance

• Assist business clients with Account Opening, Maintenance and Closures
• Complete Treasury In-Take Forms
• Process TIN to TIN Transfers
• Process Refunds & Stop Payments
• Account Research (statements, fees, account analysis, commercial vault)
• Prepare Audit & Bank Letter 'Deposit' Confirmations
• Assist with Fraud Coordinator & Client Complaints.

Sales Support

• Assist Relationship Mangers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights.
• Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc
• Maintain expert level working knowledge and awareness of products and services
• Support banker team by pulling necessary reports or data, attending, and participating in meetings, completing follow up as needed and clearly communicating within the team

Service Support

• Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution
• Assist in general servicing of Commercial loans, deposits and fee services completing necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance
• Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data

Loan Support

• Assist Relationship Managers with general loan support
• Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process
• Assist the RM in staying in compliance with regulations such as Reg B, BSA/AML
• Assist Relationship Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the Relationship Manager.

• Prepare, Process, and fulfill all assigned leads on auto/credit card accounts within the established Policies, Procedures and Service Levels
• Provide accurate, timely feedback to clients via Workout Specialist
• Ensure accurate information is documented in all loan systems (RWDB, SHAW, FD, C360, E-Sign and Workbench etc.)
• Utilize Non Real Estate and Credit Card knowledge to prepare and process modifications and enter clients into credit card workout programs
• Monitor daily Credit Card Control by reviewing a daily report to ensure accounts are coded appropriately in system of record
• Collect mail and fax from third parties to assist clients in an hardship
• Demonstrates very strong computer and data entry skills.