Relationship Administrator II

Univest Financial Corporation (UVSP), has approximately $8.1 billion in assets and $5.2 billion in assets under management and supervision (as of December 31, 2024). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed to Local giving program is one of the things that differentiates us. In 2024, Univest donated $2.1 million to our local nonprofits and our employees volunteered more than 16,000 hours.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. We seek career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs-based financial solutions in the communities we serve.

We're hiring a Relationship Administrator II to join our Central PA Commercial Banking Team.

Customer Service & Support

Establish operational relationship with designated clients to handle routine daily operational issues and client requests.

Deposit and Loan Account Support, including NSF/Overdraft management and processing transfers and loan payments.

Assist in gathering documentation needed from customers to open accounts.

Facilitate Account / Loan Maintenance, including but not limited to account closures, change of address, signers, and contact information.

Retrieve and send account statements to customers.

Facilitate wire requests and cashier check requests.

Contact customer with check issues from Item Operations, including but not limited to approval over amount, chargebacks, irregular signature, and stop payments.

Commercial Loan & Portfolio Support

Partner with Relationship Managers and Portfolio Managers in sending out financial statement letters, if needed.

Scan and track financial information, loan documentation, and other miscellaneous information in the Bank's systems.

Create miscellaneous written forms of communication, including but not limited to account verification and appraisal fee letters.

Provide support to the loan origination process, such as ordering, reviewing, and saving all necessary due diligence searches, including but not limited to real estate searches, lien searches, credit reports, background checks, and OFAC reports.

Provide support to the commercial loan process by ordering appraisal and environmental reports.

Prepare the approval package using a Loan Origination System in collaboration with the Relationship Manager to outline the structure, terms, and conditions of the loan facility for new loan origination and renewals/modifications of existing loans.

Provide support to the loan closing process, such as determining pre-close items required for loan settlement. This may include, but not be limited to obtaining insurance documentation, communicating directly with title companies, and being responsible for review and final approval of loan coding.

Assist in ordering and reviewing loan documentation, scheduling loan settlements, and notarizing loan documents, when needed.

Provide post-closing support through scanning executed loan documentation, sending the loan for booking, processing, and submitting payments for loan fees/Attorney Invoices and converting files into the permanent electronic imaging system.

Retrieve and distribute monthly reporting including but not limited to delinquencies, maturing loans, annual reviews, insurance, and exception reporting.

Partner with Relationship Managers and Portfolio Managers in clearing exceptions.

Partner with Collateral Review Team to facilitate construction loan advance requests.

Provide support to Commercial Lending Team for Audit Preparation.

Prepare and provide Reg B adverse action notices, when required.

Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.

Perform other duties as assigned.

Qualifications:

Skills/Experience Required:

Communication/Relationship-Builder: Excellent interpersonal and communication skills. Ability to communicate in a professional manner through verbal, nonverbal, and written communication. Engage with both internal and external customers by establishing trust, confidence, and making connections.

Detail-Oriented: Maintain strong organization and effective time-management to handle multiple priorities at any given time. Focus on small details when completing tasks in a timely manner. Establish and maintain a routine schedule to remain productive throughout the day.

Customer-Service Focused: Deliver exceptional service while striving to meet the financial needs of the customers. Demonstrate a positive and helpful attitude when interacting with customers. Listen generously to concerns or issues. Resolve customers' questions and concerns in a timely fashion.

Self-Management: Maintain composure in high-pressure situations. Ability to handle most problems/exceptions in an independent manner. Exude a professional attitude and willingness to be collaborative.

High School Diploma or GED Required, and/or equivalent experience in related area. College Degree preferred.

Software Proficiency: Microsoft Teams or equivalent, Video Conferencing, Microsoft Office, specifically Word, Excel, Outlook, OneNote, PowerPoint and SharePoint

Experience/Skills Preferred:

Prior Salesforce and nCino experience

Knowledge of commercial lending processes and procedures

Minimum of three years of industry experience in an administrative support role

Wage Range:

The salary for this position ranges from $41,200.00 to $71,800.

Benefits Overview:

Univest offer's a comprehensive benefits package that includes:

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 15 days annually (prorated your first year)
• Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)
• Holiday Time Off: 11 paid holidays
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

Click here for Benefit Information

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An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.

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