Commercial Account ManagerThe Commercial Account Manager provides support for an array of banking commercial products. Under general supervision, this job works on projects and prospects associated with commercial operations by assisting with data input processes, quality control, client statement preparations and error identification. This job elevates reporting issues to managers and consistently works to maintain the accuracy of the company's commercial loan management system.Key Responsibilities and Duties
Supports processing of commercial banking operations such as loans, letters of credit and banking guarantees.
Enters data from loan applications and related documentation into a commercial loan management system.
Works to ensure quality, accuracy and completeness of data entered into management system.
Assists preparation of statements for clients, along with conducting reconciliation and investigation efforts when needed.
Retrieves and updates information on existing loans as needed.
Executes best practices for resolving out-of-balance transactions.
Identifies erroneous transactions, reporting major issues to managers for issue resolution.
Educational Requirements
University (Degree) Preferred
Work Experience
2+ Years Required; 3+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level6ICCommercial Account Manager – AccountingAdditional responsibilities:
Processing refunds and manual vouchers (includes escheatment)
Monitor vendor payable general ledger accounts: clear outstanding items as required.
Assist with special projects.
Research outstanding unidentified checks.
Processing Bounced fees for checks and ACH.
Providing weekly report of net investment
Assists A/P in overflow.
Commercial Account Manager - Healthcare and GEAdditional responsibilities:
Application Entry and Booking setup for Healthcare and GE
Monitor platform folders and web WTBD filter for new application submittals.
Process UCC (Uniform Commercial Code) Continuations & pending expirations.
Preferred Qualifications:
Strong spreadsheet and analytical skills
Proficient with Microsoft Office products (Excel, Word, Outlook)
Strong written communication, verbal communication, and interpersonal skills
Ability to work with minimal supervision in a fast-paced, growth environment.
Ability to prioritize work and meet deadlines.
Work with appropriate party to obtain missing or illegible information.
Ability to provide cross platform support.
Strong attention to detail and the ability to multi-task.
Hybrid work is a minimum of four days a week, one flexible day for remote work.Posting End Date: 12/12/24Job Seeker NoticeEverBank, N.A. ("EverBank") is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.EverBank's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.VEVRAA Federal ContractorMember FDICNotice to Job Seekers (https://everbank.com/about/careers/notice-to-job-seekers)Pay Range $57,900 - $78,300EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.
