CRE Sales Assistant - Morristown, NJ at Valley Bank

Morristown, New Jersey, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Jan, 26

Salary

0.0

Posted On

22 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Proficiency In Banking Systems, Understanding Of Compliance Protocols, Customer Service, Organizational Skills, Data Input, Time Management, Multitasking, Team Collaboration, Problem-Solving Mindset, Interpersonal Skills, Written Communication, Verbal Communication

Industry

Banking

Description

Responsibilities include but are not limited to: * Partner with RMs to ensure seamless client onboarding and provide admin support, manage client materials, inquiries, and completing KYC activities. support the RM with KYC activities in both Deposit/Treasury and Loan/Credit activities Coordinate with middle office in ops for deposits & treasury client onboarding execution and servicing. * Support pre- and post-closing documentation workflows for credit and treasury products. Collaborate with Credit and Loan Closing teams on documentation needs. Involved in pre-underwriting for loan servicing and account opening for deposit/treasury activities. * Perform quality control checks on client data and documentation. Coordinate with Compliance for follow-up on documentation gaps. * Work with Operations and Compliance to meet regulatory standards. * Facilitate servicing tasks with the Middle Office and/or Customer Service in Operations and coordinate with internal teams to resolve client servicing issues. * Track service requests with middle office and ensure timely follow-up and closure and respond to internal and external requests regarding onboarding and servicing status. * Assist in training clients on digital tools and provide support during transitions. * Assist with data entry, tracking, and follow-ups for financial and compliance materials. Qualifications Required Skills: * Proficiency in banking systems (KYC, CRM, account setup platforms) * Understanding of compliance protocols (AML, CIP) * Strong proficiency in all areas of customer service, organizational skills, data input, time management and handling multiple tasks simultaneously * Ability to handle onboarding documentation, data accuracy, and inquiry resolution * Ability to multitask under pressure, team collaboration, problem-solving mindset * Strong interpersonal skills and clear written and verbal communication Required Experience: * High School Diploma or GED and at minimum up to 3 years of related experience in loan/credit environment.

Responsibilities

The CRE Sales Assistant will partner with Relationship Managers to ensure seamless client onboarding and provide administrative support. Responsibilities include managing client materials, inquiries, and coordinating with various teams for documentation and servicing tasks.