Relationship Liaison Resume Samples

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F Fadel

Fletcher

Fadel

1593 Delores Mews

San Francisco

+1 (555) 120 1391

1593 Delores Mews

San Francisco

Phone

p +1 (555) 120 1391

Experience Experience

San Francisco, CA

Relationship Liaison

San Francisco, CA

Gusikowski, Buckridge and Schiller

San Francisco, CA

Relationship Liaison

Provide service support to Dealer Commercial Services representatives for the purpose of resolving performance/account problems
Assist the KYC Officer and Relationship Manager with the BSA/AML/KYC process, adhering to deadlines
Perform other assignments/projects as requested by management
May accompany relationship manager on loan closings
Act in a liaison capacity between the Relationship Liaisons, Managers, and customers
Assist with daily lending, payment and overdraft processing documentation
Work in conjunction with the Relationship Data Administrator team to maintain the regional closing calendar

New York, NY

Commercial Relationship Liaison

New York, NY

Jerde, Runte and Wehner

New York, NY

Commercial Relationship Liaison

Perform other duties and assignments as requested by management
Review and approve overdrafts up to established limit
Act in a liaison capacity between the customer and the business banker or relationship manager, responding to questions and resolving problems
May perform any or all of the following duties
Assists with the administration of credit and non-credit products and services through the resolution of operational problems
Disburse proceeds according to instructions
Tabulate information and prepare reports tracking deposit, loan, fee, and referral volumes with department

present

San Francisco, CA

Commercial Real Estate Relationship Liaison

San Francisco, CA

Feil-Beier

present

San Francisco, CA

Commercial Real Estate Relationship Liaison

present

Provide service support to business development representatives or mortgage administrators for the purpose of resolving performance/account problems
Act as liaison with other internal areas to ensure timely workflow of document production for loans and proper management of loan portfolio
May provide work leadership and training to customer service/support group within the assigned area
In conjunction with business development representatives or mortgage administrators, proactively researches/screens for prospects
Sell, document and coordinate implementation of the more elaborate products
Ensure timely and efficient customer service for assigned area
Coordinate processing of loan application and documentation and booking and processing loans

Education Education

Associate’s Degree in Related Field

Auburn University

Associate’s Degree in Related Field

Skills Skills

Knowledgeable of Contracts, SOWs, BOEs, IT and Engineering (SW & Systems) Processes and Practices
Excellent communication skills (oral & written). Demonstrated ability to prepare and deliver executive style presentation
High level working knowledge of Software development, Systems integration, and test processes to support activities across the program life cycle
Working knowledge of Software development, Systems integration, and test processes to support activities across the program life cycle
Support IPDS Gate reviews as applicable, including Independent Reviews
An Active Secret Clearance or ability to obtain
Professional exposure to EVMS (Earned Value Management System or similar budget tracking system
8+ years’ overall Information Technology and/or Software/Systems Engineering experience for the E05
Experience in facilitating and responding to Requests for Information (RFI) and Request for Proposals (RFP)
6+ years’ overall Information Technology and/or Software/Systems Engineering experience

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3 Relationship Liaison resume templates

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Relationship Liaison, Cyup Resume Examples & Samples

Minimum two years customer service or administrative assistance experience
Proficient personal computer skills, including, but not limited to: Microsoft Word and Excel
Possess the ability to initiate independent action using skill and judgment in identifying and resolving problems and anticipating customer needs
Associate or Bachelor Degree
Knowledge of bank systems

Relationship Liaison Resume Examples & Samples

Coordinate clearance of delinquent documents and other exceptions with appropriate areas
Coordinate the loan closing/settlement, ensuring all documentation is completed on a timely basis
Compile and prepare statistical data of monthly performance for review by Senior Management which outlines Portfolio Delinquencies, Collections, Charge Off activity, Expenses and Recoveries
Monitors Portfolio Loan activity and takes action to correct if deemed necessary
Ensure timely and efficient customer service for assigned area. Provide service support to business development representatives or mortgage administrators for the purpose of resolving performance/account problems
Handles a variety of customer inquiries regarding accounts
Maintain up-to-date information/knowledge regarding assigned area customer accounts, i.e. services, financial relationships, previous problems, etc
Opens, closes and transfers DDA accounts
Maintain credit files. Process requests for research, corrections, loan payments, loan advances, collateral releases, wire transfers and credit inquiries
May provide work leadership and training to customer service/support group within the assigned area
Bachelor’s degree or in lieu of degree 4 years of work experience
Four years customer service experience
Three years retail/commercial/corporate credit loan processing experience
Excellent customer service skills with the ability to use tact and diplomacy

Relationship Liaison Resume Examples & Samples

Bachelor’s degree or in lieu of a degree four years work experience
Minimum four years customer service experience
Minimum three years business banking or commercial lending experience preferred
Some travel may be required due to remote support needs

Relationship Liaison Resume Examples & Samples

Minimum two years customer service experience
Must possess the ability to initiate independent action, using skill and judgment in identifying and resolving problems and anticipating customer needs
Must be able to function in a very high volume and fast paced department that requires paying attention to detail and excellent teamwork skills
Knowledge of bank policies, procedures, and banking regulations

Relationship Liaison Resume Examples & Samples

Interact on a daily basis with all operational areas of the bank in order to review, research and correct operational and accounting customer problems
Handle and process all account maintenance
Research and resolve overdraft with customer
Process loan documentation on newly approved and closed loans
Disburse proceeds according to instructions
Tabulate information and prepare reports tracking deposit, loan, fee, and referral volumes with department
Cross sell and refer potential sales to appropriate business banker or relationship manager
May accompany relationship manager on loan closings
Perform other duties and assignments as requested by management
This allows relationship managers to focus on generating sales and not the administrative responsibilities
The incumbent must possess the ability to initiate independent action, using skill and judgement in identifying and resolving problems and anticipating customer needs
A minimum of three years customer service experience
A minimum of two years business banking or commercial lending experience

Relationship Liaison Resume Examples & Samples

May accompany Commercial Sales Team member on loan closings
This allows Commercial Sales Team members to focus on generating sales and not the administrative responsibilities
The incumbent must possess the ability to initiate independent action, using skill and judgment in identifying and resolving problems and anticipating customer needs

Relationship Liaison Resume Examples & Samples

Serve as a liaison between Commercial Service Management team with various sales and operational teams, to ensure accurate implementation and maintenance of Commercial Card programs and customer service. Administrative duties that will support the Commercial Service Management team at Amherst Center
Act in a liaison capacity between the customer and the business representatives, responding to questions and resolving problems
Process rebate payments
Administrative tasks to support Commercial Service Management include but not limited to; sort and deliver mail, managing returned mail, scanning legal agreements, filing, manage retention of agreements and maintenance documents, assist in logging daily maintenance work, order supplies, facility property issues, assist management with meetings and organizing lunch and supplies
Interact on a daily basis with various operational, and service, and sales teams of the bank in order to review research and correct operational and customer problems
Handle and process account maintenance. Review various departmental reports for variances
The incumbent is responsible for performing all follow-up and backup work required to support business representatives with day to day customer service
Bachelors degree, or in lieu of a degree a minimum of four (4) years work experience
Bachelors degree in an applicable field (i.e. Business, Finance, Statistics, Marketing, MIS) preferred
Prior departmental experience preferred

Relationship Liaison Resume Examples & Samples

Act in a liaison capacity between the customer and the business banker or branch manager, responding to questions and resolving problems. Interact on a daily basis with all operational areas of the bank in order to review, research and correct operational and accounting customer problems
Process wire transfers and prepare daily lending and payment documentation on business banking loans
Refer potential sales to appropriate business banker or relationship manager
The incumbent is responsible for performing all followup and backup work required to support relationship managers with day to day customer service
Associates degree or in lieu of a degree 2 years work experience
Three years customer service experience
Two years business banking or commercial lending experience
Proficient personal computer skills, including Microsoft Word and Excel. Knowledge of bank policies, procedures, and banking regulations are required

Relationship Liaison Resume Examples & Samples

Act in a liaison capacity between the customer and the business banker or branch manager, responding to questions and resolving problems
Refer potential sales to appropriate business banker or branch manager. May accompany relationship manager on loan closings
.Three years customer service experience
Excellent customer service skills with the ability to use tact and diplomacy. Knowledge of branch environment helpful

Relationship Liaison Resume Examples & Samples

Coordinate processing of loan application and documentation and booking and processing loans. Coordinate
Clearance of delinquent documents and other exceptions with appropriate areas. Coordinate the loan closing/settlement, ensuring all documentation is completed on a timely basis
In conjunction with business development representatives or mortgage administrators, proactively researches/screens for prospects Compile and prepare statistical data of monthly performance for review by Senior Management which outlines Portfolio Delinquencies, Collections, Charge Off activity, Expenses and Recoveries

Commercial Real Estate Relationship Liaison Resume Examples & Samples

Act as liaison with other internal areas to ensure timely workflow of document production for loans and proper management of loan portfolio
Coordinate processing of loan application and documentation and booking and processing loans
Independently calls on customers, in person and on the phone, to build strong customer relationship, analyze service enhancements and identify sales opportunities
Coordinate pre and post call planning sessions with parties involved
Sell, document and coordinate implementation of the more elaborate products
In conjunction with business development representatives or mortgage administrators, proactively researches/screens for prospects
Provide service support to business development representatives or mortgage administrators for the purpose of resolving performance/account problems
Handles a variety of customer inquiries regarding accounts. Maintain up-to-date information/knowledge regarding assigned area customer accounts, i.e. services, financial relationships, previous problems, etc
Assists with deposit servicing needs of business banking or commercial real estate customers
Controls overdrafts and account delinquency
Maintain credit files
Process requests for research, corrections, loan payments, loan advances, collateral releases, wire transfers and credit inquiries
Keep abreast of product lines, internal policies and procedures, and external regulations that may impact assigned area
A minimum of four years customer service experience
Knowledge of financial statements and loan documentation
Demonstrated sales ability
Proficient PC skills, including Microsoft Word and Excel
Minimum three years retail, commercial, corporate credit loan processing experience preferred
Knowledge of bank policies, procedures, and banking regulations preferred
Knowledge of courthouse and state filings

Relationship Liaison Resume Examples & Samples

Provide primary customer support by servicing the needs of existing and prospective customers, ensuring smooth delivery of superior customer service
Assist Dealer Commercial Services representatives to provide customer support in business development activities
Document and coordinate implementation of the more elaborate products
Provide service support to Dealer Commercial Services representatives for the purpose of resolving performance/account problems
Assists with deposit servicing needs of Dealer Commercial Services customers
Bachelor’s degree, or in lieu of a degree a minimum of four (4) years work experience
Knowledge of loan documentation
Auto Industry work experience

Relationship Liaison Resume Examples & Samples

Develop and produce standard and ad hoc departmental reports and spreadsheets
Conduct research regarding departmental processes and procedures, upon request, and analyze results. Determine available options in order to provide feedback and recommendations to management
Responsible for technical updates of Sharepoint RL site; has shared responsibility for design of the site
Maintain departmental tracking documents, some confidential, including: organizational chart, openings list, and email lists, etc
Develop a thorough understanding of the business and its functions, processes and operations
Participate in the planning and implementation of new projects, products, programs, and plans to achieve short and long term business objectives; coordinate of the design and execution of various projects for the promotion and maintenance of the business
Develop communication from bullet points provided by Senior Commercial Operations Manager utilizing strong communication skills
Schedule meetings at the request of Commercial Service Management Team member
Work with meeting leader to develop/distribute agenda in advance of scheduled meeting time. Send follow up communications after staff meetings outlining agreed upon tasks
Manage WebEx set up and call handling for various meetings, some regular and some ad hoc
Edit/update presentations at the request of Senior Commercial Operations Manager
Demonstrates ability to take initiative and follow incomplete instructions
Perform other assignments/projects as requested by management
High school diploma, or GED
A minimum of two years customer service experience
Associate's degree preferred

Relationship Liaison Resume Examples & Samples

Provide customer support by servicing the needs of existing and prospective customers, ensuring smooth delivery of superior customer service
Assists with the administration of Dealer Commercial Services and other Bank related products and services through the resolution of operational problems
Act in a liaison capacity between the customer and the Dealer Commercial Services representatives, responding to questions and resolving problems
Interact on a daily basis with various operational areas of the bank in order to review, research and correct operational and accounting customer problems
Open new accounts, process wire transfers and prepare daily lending and payment documentation on Dealer Commercial Services loans
Review various departmental reports for variances
The incumbent is responsible for performing all follow-up and backup work required to support Dealer Commercial Service representatives with day to day customer service
This allows Dealer Commercial Services representatives to focus on generating sales and not the administrative responsibilities

Commercial Relationship Liaison Resume Examples & Samples

Assists with the administration of credit and non-credit products and services through the resolution of operational problems
May perform any or all of the following duties
Act in a liaison capacity between the customer and the business banker or relationship manager, responding to questions and resolving problems
Open new accounts, process wire transfers and prepare daily lending and payment documentation on business banking loans
Review and approve overdrafts up to established limit
Review various reports for variances
Cross sell and refer potential sales to appropriate Commercial Sales Team member
Keep up to date of product lines, internal policies and procedures, and external regulations that may impact assigned area
The incumbent is responsible for performing all follow-up and backup work required to support relationship managers with day to day customer service
Associates degree, or in lieu of a degree a minimum of two (2) years work experience
Proficient personal computer skills, including Microsoft Word and Excel
A minimum two years business banking, commercial lending, or related experience

Senior Business Customer Relationship Liaison Resume Examples & Samples

Proactively participate in pre-proposal and proposal process by strategizing with IPT/CPT, deciphering IT requirements in Statement of Work (SOW) and providing Basis of Estimates (BOEs) for future business opportunities and pursuits
Work in an Integrated Product Team/Cross Product Team (IPT/CPT) environment, ensuring effective IT support of program, from start-up to sustainment, in alignment with program cost and schedule performance goals
Daily tasking and oversight of the team that provides the design and operation of the software development, software integration, software/system requirements, and continuous access of the IT environment
Fill the role as the Control Account Manager (CAM) for the IT budget including oversight and monitoring of costs, schedules, and performance of IT tasks. Manage and direct the daily execution of the contract's IT requirements to assure performance goals are met
Formally identify, assess, monitor, and mitigate IT related risk and dependencies throughout the proposal/program lifecycle
Lead IT and Program related projects through development and implementation utilizing project planning, team building, recurring task management, and formal presentations to leadership through completion
Support preparation and/or presentation of weekly/monthly program reviews, EAC, AOP, and Capital Planning
Support IPDS Gate reviews as applicable, including Independent Reviews
6+ years’ overall Information Technology and/or Software/Systems Engineering experience
Project Management such as Risk & Opportunity management, CAM, and performance tracking/management
Professional exposure to EVMS (Earned Value Management System or similar budget tracking system
Experience in facilitating and responding to Requests for Information (RFI) and Request for Proposals (RFP)
Skilled in proposal preparation, IT and Engineering requirements analysis, cost and schedule estimation and technical documentation related to the Statement of Work (SOW)
An Active Secret Clearance or ability to obtain
8+ years’ overall Information Technology and/or Software/Systems Engineering experience for the E05
High level working knowledge of Software development, Systems integration, and test processes to support activities across the program life cycle
Experience with the Integrated Product Development System (IPDS)
Effective presence and influential leadership capability with the ability to interact with senior levels of leadership – including customer, Raytheon teammates, and suppliers
Excellent communication skills (oral & written). Demonstrated ability to prepare and deliver executive style presentation
Working experience within Software and/or Systems Engineering
Experience working in a program and/or engineering environment. Previous Global Program support desired
Demonstrated experience in Business Case Analysis and Return on Investment (ROI)
Through strong organization skills, demonstrate solid problem solving skills in anticipating and analyzing needs as well as quickly identifying solutions
Knowledgeable of Contracts, SOWs, BOEs, IT and Engineering (SW & Systems) Processes and Practices
Working knowledge of Software development, Systems integration, and test processes to support activities across the program life cycle
BS/BA or advanced degree in related field (such as Computer Science, Information Technology, MIS, Engineering)

Relationship Liaison Resume Examples & Samples

Interact on a daily basis with field Relationship Liaisons and various operational areas of the bank in order to review, research and correct operational and accounting customer problems
Open new accounts, process daily lending and book transfers
Disburse loan proceeds according to instructions

Customer Relationship Liaison Resume Examples & Samples

Acts as a single point of contact for a specific account
Handles customer needs and complaints in a timely manner
Consult with clients and referral sources on products and necessary equipment
Obtains all documentation to be scanned and batched at the Branch
Manages all follow-up functions with the account, post set-up
Oversight of all transactions coming from a specific account, including all referrals
Obtains all needed documentation for orders to be entered into the system
Contacts patients to confirm orders and communicate any financial obligations before referral for scheduling
Asses patient needs and promotes company products/services at office visits
Resolves issues by identifying problems and coordinating appropriate solutions
Troubleshoots with the medical groups and any relevant on-site departments if issues arise
Assists medical groups and/or other provider groups regarding products and services available under the contract
Assists in the utilization process as well as transitioning members for capitation switch outs
Coordinates with physicians and medical groups
Identifies and develops strategic relationships within the institution that will enhance patient care
Participates in the institution’s quality assurance/performance improvement initiatives as requested
Perform timely follow up on renewal authorizations to maintain reimbursement
Perform follow up on outstanding CMN’s, Renewal CMN’s, and prescriptions
At least 2 years of related experience
Problem Solving/Analysis
Communication Proficiency
Basic skills in Access, Excel, PowerPoint, MS Project, Visio, Word
Basic level mathematical proficiency, with a strong ability to understand, interpret and develop spreadsheet data

Regional Relationship Liaison Resume Examples & Samples

Works directly with Regional Relationship team and their assigned Commercial Customers, the Regional Relationship Liaison is responsible for performing all follow-up and backup work required to support the Relationship Managers
Partner with the Commercial Relationship Management team, the Internal Relationship Support team, the Relationship Data Administrator team, and Commercial Service team to ensure the overall customer experience is positive
Act as the liaison between the customer and the Relationship Manager, responding to questions and resolving problems by coordinating with internal partners
Coordinate the loan closing process to ensure that all necessary documentation is efficiently and accurately prepared and collected, adhering to the guidelines governing Conditions of Approval. May accompany Relationship Manager to the loan settlement
Following loan closing, ensure that loan documentation is submitted according to procedures and is accurately reflected on the bank-wide systems
Maintain commercial customer records, both paper and electronic versions, including but not limited to maintenance of up-to-date information/knowledge regarding accounts, products/services, financial relationships, previous problems, etc
Assist the KYC Officer and Relationship Manager with the BSA/AML/KYC process, adhering to deadlines
Monitor bank reports for discrepancies and take appropriate action based on the nature of the issue. Seek guidance from Commercial Support Team Supervisor when appropriate
Coordinate the clearance of delinquent documents and other exceptions with appropriate areas
Attend regularly scheduled departmental training calls to maintain current knowledge of Commercial Products and refer potential sales to Commercial Sales Team
Associate’s degree plus a minimum of 1 year customer service experience in banking, operations, retail or credit, or in lieu of a degree, a combined 3 years’ higher education and/or work experience, including a minimum of 3 years’ customer service experience in banking, operations, retail or credit
Excellent internal and external customer service skills with the ability to use tact and diplomacy
Ability to travel for training, back-up and special projects
Experience with Team Collaboration software

Relationship Liaison Resume Examples & Samples

This position serves as the first line of defense, adhering to the necessary controls, to mitigate unnecessary exposure to risk
Provide customer support by servicing the needs of existing and prospective customers, ensuring efficient delivery of superior customer service
Assist with the administration of Commercial products and services and with the resolution of operational problems
Complete loan fee workbook as required to ensure that all associated loan fees are collected and processed in a timely manner
Work in conjunction with the Relationship Data Administrator team to maintain the regional closing calendar
Escalate problem situations to Commercial Support Team Supervisor. Report customer complaints to the Office of Customer Advocacy when appropriate
Assist commercial customers with deposit and loan servicing needs. Process requests for research, corrections, loan payments, loan advances, collateral releases, wire transfers and credit inquiries
Review and approve overdrafts up to established limit. Research and resolve overdrafts with customer, seeking overdraft approval from bank employees with the appropriate level of lending authority when necessary
Some reports being monitored include: portfolio delinquencies, past dues, exception pricing, overdrafts, KYC, STOC, account servicing, and other reports when necessary
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies
Proficient with word processing, spreadsheet and email software
Ability to work cooperatively with internal business partners
Commercial service experience

Relationship Liaison Resume Examples & Samples

Provide support as needed for projects and reporting for Department Regional Manager and a team of officers
Point person for collecting data from the RM team and preparing regional reporting; help with record keeping and tracking portfolio
Interact with various operational areas of the bank in order to review, research and help correct operational and accounting problems affecting department’s loan portfolio
Provide customer service support to department manager, workout officers and bank customers by processing requests for research on multiple loan/DDA/reporting systems, processing corrections, loan payments, wire transfers, account closings, expense processing, AML/BSA processes and credit inquiries
Assist with daily lending, payment and overdraft processing documentation
Coordinate to ensure timely and accurate department reporting
Keep abreast of internal workflows, policies and procedures and external regulations that may impact assigned areas
Assist workout officers as needed, including certain administrative tasks
Coordinate with external vendors/legal counsel as appropriate to coordinate invoice processing
Ability to be a team player in a collaborative work environment
Working knowledge of bank loan and account systems
Knowledge of legal lien and judgment search process

Relationship Liaison Resume Examples & Samples

Interact on a daily basis with various operational areas of the bank in order to review, research and correct operational and accounting customer problems to include but not limited to settlement desk, tickler and file maintenance and account reconciliation
The incumbent is responsible for performing all follow-up and backup work required to support Dealer Commercial Services representatives with day to day customer service. This allows Dealer Commercial Services representatives to focus on generating sales and not the administrative responsibilities
Associate's degree

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