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RELATIONSHIP ASSOCIATE

Company: Endeavor Bank
Location: Los Angeles
Posted on: February 16, 2026

Job Description:

Job Description Job Description FLSA CLASSIFICATION: FULL TIME, EXEMPT POSITION DEPARTMENT: BUSINESS DEVELOPMENT REPORTS TO: REGIONAL MANAGER DUTIES AND RESPONSIBILITIES: • Perform a variety of tasks associated with new client deposit onboarding, loan processing and loan documentation, including C&I loans, real estate loans, SBA 504/7A loans. • Utilize nCino (Salesforce) daily to create new prospects, maintain existing clients and document activities related to those prospects and clients by the sales team. • Work externally with clients and various third-party vendors (appraisers, title officers, escrow officers) in the performance of the position duties. • Maintaining an accessible and organized online filing system for sales and administrative professionals. • Gathers or assists in compiling information as needed for loan documents, new account documentation, compliance related material and any other administrative functions. • Provides direct support to Relationship & Portfolio Managers of the Bank to manage and proactively address the needs of clients in connection with loan and deposit relationships. SUPERVISORY RESPONSIBILITIES: • This job has no supervisory responsibilities. QUALIFICATIONS: • High School diploma or equivalent at minimum; college experience strongly desired • At least two to five years of experience in Loan Servicing or as an Administrative Assistant • Must have strong analytical, problem-solving, and time management skills. • Excellent writing, interpersonal and communication skills. • Requires a high energy level and strong sense of urgency. • Excellent motivational skills and ability to operate in a team setting while still being able to work independently. • Proficiency in nCino/Salesforce, Microsoft Office including Outlook, Word, PowerPoint, and Excel • Excellent verbal, written, and interpersonal communication. • Strong time management and organizational skills, as well as the ability to multitask and prioritize. • Ability to pay strong attention to detail.

Keywords: Endeavor Bank, Downey , RELATIONSHIP ASSOCIATE, Administration, Clerical , Los Angeles, California


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