BankPlus · 4 days ago
Lending Relationship Specialist Private Client - The District, Jackson, MS
Jackson, MS, USA
Full-time
Onsite
Entry Level
1+ years expBankPlus is a high-performing TEAM committed to fulfilling promises, building lasting relationships, and making dreams come true. The Lending Relationship Specialist Private Client assists Officers with all financial needs of high profile customers, ensuring accurate loan processing and maintaining compliance with bank regulations.
BankingFinancial ServicesVenture Capital
Responsibilities
Sells and cross sells Bank products to new and established customers by assessing the customer’s needs and being knowledgeable of the features and benefits of the products
Interviews loan applicants and ensures the completion of an accurate consumer loan application and accepts customer paperwork for loan products
Enters all consumer loan applications into DecisionPro
Performs duties for department’s staff in an accurate and efficient manner such as: prepares loan packages and correspondence, sends wire transfers, and prepares and maintains loan files
Prepares loan advances, renewals, extensions and amendments and assists Loan Officers with loan closings and funding; quotes loan payoffs and initiates loan payoff letters as instructed
Reviews and resolves credit and collateral exceptions
Files Deeds of Trusts, titles, and UCC’s in an accurate and efficient manner
Assists Loan Officer in compiling information for credit analysis, orders credit bureau
Obtains monthly Inventory and A/R Reports from customers and prepares the appropriate Borrowing Base Certificate
Obtains required information from prospective customers and/or existing customers for collateral and credit files
Orders appraisals
Works closely with the Mortgage Center for simultaneous loan closings
Orders title work and coordinates loan closings with Attorney’s office
Follows up after closings for final title opinions or loan polices to ensure the bank’s proper lien position
Understands the complexity and legal requirements for real estate loan closings for out of state properties
Manages a large volume of Real Estate loans that require time sensitive disclosures and closing dates as well as timely collection of required documentation to ensure these time requirements are met
Greets and services all customers in a courteous and professional manner
Ensures the loan documentation is processed accurately and filed in a timely manner
Performs all lending relationship specialists functions in compliance with applicable Bank regulations and policy and procedure
Participates in the bank’s High-Performance Rewards Connections program
Maintains a thorough knowledge of Bank products, services, policies, procedures and appropriate regulatory issues as related to daily job functions including, but not limited to: Bank Secrecy Act; Privacy Act: Fair Lending Act; Regulation E, etc. up to date knowledge of competitors’ products and pricing. Completes required compliance training and adheres to the Bank’s standard of conduct
Performs other duties as assigned
Qualification
Required
One to two years of lending relationship specialist/loan closing experience required
Thorough knowledge of consumer loan software
Maintain or obtain NMLS License
General computer and typing experience Microsoft Office Suite, to include Excel, Word, and Outlook
Ability and willingness to work in a team environment
Strong interpersonal skills
Proactive in assisting Officer's within the department
Driving, and occasional travel, as needed for business purpose
Excellent verbal and written communication skills
Work outside of regular business hours, as deemed necessary
Ability to handle multiple tasks
Preferred
Bachelor's degree preferred
Previous BankPlus product, services, and systems experience preferred
Company
BankPlus
BankPlus is a banking firm that provides retail banking, investment, and lending services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2.48MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $2.48M
Leadership Team
Alison Tyler
Executive Vice President & Chief Human Resources Officer
Gabe Baldwin
Executive Vice President, Chief Community Banking Officer, President - BankPlus Mortgage
Recent News
New Orleans CityBusiness
2025-12-10
2025-11-11
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