Position Details

Salary $114K – $194K USD / year

Type Not Specified

Experience lead

Exp. Years 5+ years

Education Not Specified

Category Finance & Accounting

About this role

Associate Banking Advisor roles provide high-quality service to commercial banking clients, support credit underwriting and underwriting-related activities, and manage client relationships and documentation across loan life cycles.

Key Responsibilities

Serve as primary client contact for servicing, respond to inquiries; support Portfolio Banking Advisors and Banking Relationship Advisors; manage credit requests and documentation; monitor loan activity and closings; ensure compliance certificates and loan documentation

Technical Overview

Supports credit underwriting and loan documentation processes; utilizes relationship management tools and CRM systems; maintains compliance and credit file maintenance across banking products.

Ideal Candidate

The ideal candidate is an experienced associate banking advisor with 5+ years in commercial banking, strong credit underwriting and underwriting experience, and adept at client servicing in a hybrid New York setting.

Must-Have Skills

Minimum of 5+ years of experience in financial servicesaccountingor a related field with a strong client servicing backgroundFormal credit trainingincluding at least one year of hands-on credit analysis and underwriting experience

Tools & Platforms

Relationship Management ToolsCRM SystemsClient-facing Applications

Required Skills

Credit underwritingcredit analysiscommercial bankingaccount servicingclient servicingdocumentationcredit file maintenanceloan documentationappraisalsdue diligencerelationship management toolssystemsclient-facing applications

Hard Skills

Credit underwritingCredit analysisCommercial bankingAccount servicingClient servicingDocumentationCredit file maintenanceLoan documentationAppraisalsDue diligenceRelationship management toolsSystemsClient-facing applications

Soft Skills

Client serviceAnalyticalCommunicationTime managementProblem solvingTeamwork

Industry & Role

Industry Banking

Job Function Deliver client servicing and credit underwriting support for commercial banking clients

Role Subtype Associate Banking Advisor

Tech Domains Credit Underwriting, Commercial Banking, Client Relationship Management, Documentation, CRM Systems, Banking Applications, Banking Operations

Keywords for Your Resume

Associate Banking Advisorbanking productscredit underwritingcredit analysiscommercial bankingclient servicingPortfolio Banking AdvisorsBanking Relationship Advisorscredit requestsdocumentation collectionloan activityloan closingscompliance certificatesloan documentationcompliance reportsrelationship management toolscrm systemsclient-facing applicationshybridnew accountscredit file maintenanceCRM systems

Deal Breakers

5+ years of experience in financial services, Formal credit training with underwriting experience, Hybrid work availability in NYC

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