Relationship Account Coordinator I -… at Bank of America · Westervil…

Relationship Account Coordinator I - Practice Solutions

Location: Westerville

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for managing the project/build out phase for first time healthcare practice owners. Key responsibilities include working closely with internal/external partners and clients to collect required loan documents, processing disbursements, monitoring loan budgets, and closing out the loan upon project completion. Job expectations include frequent updates and communication with clients and partners, the ability to identify and resolve unique loan situations, and work a portfolio of active clients.

Responsibilities:

• Manages backlog of startup healthcare clients during the project phase of loan process
• Processes disbursements on behalf of clients
• Communicates frequently with internal/external partners and clients
• Identifies and deliver client's needs through the loan closing process
• Collects required documentation from client based on loan conditions

Skills:

• Client Experience Branding
• Client Solutions Advisory
• Collaboration
• Customer and Client Focus
• Record Keeping
• Account Management
• Adaptability

Required Qualifications:

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

Desired Qualifications:

• 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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40