Mgr-Commercial Support HYBRID--Greensboro NC

Position Description

The Commercial Support Manager (the Manager) manages a team of Relationship Specialists who perform a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. The Manager will be responsible for sustainable hiring practices and training coaching and developing direct reports to ensure consistently successful of loan and deposit origination and servicing activities highquality client engagement and requisite portfolio maintenance. Further the Manager will be accountable for Relationship Specialists compliance with and adherence to all federal and state regulations governing bank operations including BSA/AML requirements as well as Atlantic Union Banks loan and deposit origination documentation and administration policies and procedures. The Manager will assist in all efforts to correct and improve compliance through remediation efforts and the evolution of existing processes and act as a liaison with other areas of the bank as needed including the Wholesale Banking Operations and Administration team.

Position Accountabilities

• Hires onboards manages trains coaches mentors and develops new and existing Wholesale Relationship Specialists and promotes a team environment to achieve proper accountability of direct reports.
• Coordinates and prioritizes the Relationship Specialists pipeline assignments to include internal and external loan closings documentation preparation and review deposit account opening and/or administration of acquisition development and construction loans. Redirects handles and balances surplus workload as needed.
• Manages and responds to daily incoming client requests inquiries and escalated issues in a timely and professional manner. Performs necessary research and maintenance troubleshoots and provides or facilitates solutions to more complex customer issues. If applicable logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures.
• Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion.
• Extracts formats organizes and distributes departmental reports to assist with portfolio management. Performs necessary data validation and analysis of team metrics identifies and manages related coaching opportunities and delivers timely and accurate management reporting.
• Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements as well as the Banks loan and deposit origination documentation and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data.
• Serves as final reviewer and approver of customized/complex loan packages and validates all components comply with the loan approval terms.
• Confirms Relationship Specialists complete detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions.
• Approves large departmental wires and cashiers checks.
• Participates in projects and initiatives and assists with maintaining updating and creating procedures; creates common knowledge and consistent practices within teams.
• Serves as a backup to all Wholesale Relationship Specialists.
• Maintains superior working knowledge of the Banks Treasury Management products and services as they relate to receivables payables fraud prevention and liquidity to be a subject matter expert for all Wholesale Relationship Specialists.
• Maintains superior working knowledge of construction and/or development loans.
• Maintains exceptional working knowledge of specialized loans including but not limited to modified builder lines construction and/or development loans lowincome housing tax credit loans (LIHTC) assetbased loans SWAPs participations syndications loans to government contractors and loans to government entities.
• Prevents manages and facilitates clearing of exceptions associated with loan and deposit accounts.
• Maintains data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments.
• Retains advanced working knowledge of deposit account products and services and may assist Relationship Specialists with account opening maintenance servicing troubleshooting and quality assurance/quality control activities.
• Acts as a subject matter expert for all responsibilities performed by Relationship Specialists.
• Completes all individually assigned training and confirms direct reports complete assigned training including but not limited to compliance training on or before the due date.
• This role provides opportunities to begin assisting with financial statement interpretation industry trend identification risk rating analysis as well as the introduction to entry level commercial underwriting concepts.
• Promotes an environment that supports diversity equity inclusion and belonging and reflects the Atlantic Union Bank brand and culture.
• Performs other duties as assigned.

Organizational Relationship
This position reports to either a Group Leader Wholesale Support or the Head Wholesale Operations & Administration.

Position Qualifications

• Education & Experience
• High school diploma or equivalent required undergraduate degree in business or finance preferred.
• Seven plus years commercial or retail banking or industry related experience required.
• Three plus years of commercial and/or commercial real estate loan and deposit experience required.
• Management and mentorship experience preferred

Knowledge & Skills

• Exceptional customer service and problemsolving proficiency
• Superior time management
• Excellent written oral and interpersonal communication
• Very organized detail oriented and quality focused
• Expert proficiency in reading and interpreting title policies and understanding of Real Estate Collateral master title policies and master deeds of trust.
• Ability to prioritize and manage multiple priorities.
• Flexible able to adapt to change.
• Ability to work independently as well as within a team environment.
• Exemplary analytical skills.
• Firstrate computer skills relevant to the Microsoft 365 Suite
• Expert proficiency in commercial loan documentation including specialized loans. Advanced working knowledge of business deposit accounts.
• Extensive and strong working knowledge of banking software programs.
• Experience with Construction Management software bank loan documentation software loan origination software customer relationship management programs Core bank applications and Q2online banking platform preferred.

Salary offered will be based on several factors including but not limited to education work experience certifications etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profitsharing bonus program. General information on our comprehensive benefits package can be found by visiting We are proud to be an Equal Employment Opportunity employer. We maintain a drugfree workplace.

Required Experience:

Manager