Comm'l Lending Sales Assistant - Ft Lauderdale, FL - Fort Lauderdale, FL
 Valley National Bank | |
 United States, Florida, Fort Lauderdale | |
| 301 East Las Olas Boulevard (Show on map) | |
 Sep 04, 2025 | |
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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. | |