Endeavor Bank · 8 hours ago
Relationship Associate
Los Angeles, CA
Full-time
Onsite
Entry, Mid Level
$60K/yr - $70K/yr
2+ years expEndeavor Bank is seeking a Relationship Associate to support their Business Development department. The main responsibilities include onboarding new clients, processing loans, and maintaining client relationships with a focus on documentation and compliance.
FinanceBankingFinancial Services
Responsibilities
Perform a variety of tasks associated with new client deposit onboarding, loan processing and loan documentation, including C&I loans, real estate loans, SBA 504/7A loans
Utilize nCino (Salesforce) daily to create new prospects, maintain existing clients and document activities related to those prospects and clients by the sales team
Work externally with clients and various third-party vendors (appraisers, title officers, escrow officers) in the performance of the position duties
Maintaining an accessible and organized online filing system for sales and administrative professionals
Gathers or assists in compiling information as needed for loan documents, new account documentation, compliance related material and any other administrative functions
Provides direct support to Relationship & Portfolio Managers of the Bank to manage and proactively address the needs of clients in connection with loan and deposit relationships
Qualification
Required
High School diploma or equivalent at minimum; college experience strongly desired
At least two to five years of experience in Loan Servicing or as an Administrative Assistant
Must have strong analytical, problem-solving, and time management skills
Excellent writing, interpersonal and communication skills
Requires a high energy level and strong sense of urgency
Excellent motivational skills and ability to operate in a team setting while still being able to work independently
Proficiency in nCino/Salesforce, Microsoft Office including Outlook, Word, PowerPoint, and Excel
Excellent verbal, written, and interpersonal communication
Strong time management and organizational skills, as well as the ability to multitask and prioritize
Ability to pay strong attention to detail
Company
Endeavor Bank
Endeavor Bank provides traditional business banking services across a broad spectrum of industries and specialties.
51-200 employees
Funding
Current Stage
Public CompanyTotal Funding
$12.5M2024-03-05Post Ipo Debt· $12.5M
2022-07-12IPO
Leadership Team
Dan Yates
Chief Executive Officer / Co-Founder
Recent News
Virtual Investor Conferences
2025-09-24
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