Relationship Account Coordinator I - Practice Solutions

Bank of America Bank of America · Banking · Westerville

This role at Bank of America focuses on managing the pre-closing and closing process for complex real estate loans, including construction, term, lines of credit, and letters of credit. The Relationship Account Coordinator I will review loan approvals and documents, work with various stakeholders, manage the construction draw process, and ensure loan documentation requirements are met. The role requires strong communication, problem-solving, and customer service skills, with a preference for experience in real estate loan administration or as a real estate paralegal.

What you'd actually do

  1. Manages backlog of startup healthcare clients during the project phase of loan process
  2. Processes disbursements on behalf of clients
  3. Communicates frequently with internal/external partners and clients
  4. Identifies and delivers to client's needs through loan closing process
  5. Collects required documentation from client based on loan conditions

Skills

Required

  • Proficient computer skills
  • Strong decision-making skills and problem-solving skills
  • Excellent verbal and written communication skills
  • Strong customer service skills

Nice to have

  • Three or more years of previous real estate loan administration experience or real estate paralegal experience
  • Ability to learn and adapt to ongoing changes and new technology platforms
  • Experience in receiving and implementing performance feedback and coaching
  • Self-motivated and results-oriented with excellent organizational skills
  • Experience deepening relationships over the phone with clients