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Relationship Manager Assistant

Medford, OR

Order: 1566858

Relationship Manager Assistant 16-20 dollars / hour

Medford, OR

Full Time; Temp-To-Hire


» Full medical, Dental, ESOP Plan

» 401k option as well as Quarterly bonuses upon permanent hire

Daily Workflow:

» Manage portfolio risks, resolving issues in a timely manner

» Use provided tools to oversee items needing follow up, while abiding by the direction of the Relationship Manager.

» Identify and focus on highest risk portfolios, while managing the status of their portfolio as a whole.

» Ensure the Relationship Manager is immediately informed on all portfolio weaknesses, concerns and issues.

» Provide friendly, courteous and professional communication support, including responding to incoming telephone calls, electronic mail and voice mail for both internal and external customers.

» Act as a liaison between customers and Relationship Managers.

» Complete daily billing tasks.

» Verify invoices prior to and after client funding.

» Input information into system to track progress on portfolio.

» Assist with client concerns and issues regarding invoices and generate solutions.

» Request and obtain needed documents from clients.

» Complete required compliance training within established time frames.

» Attend meetings as requested.

» Other duties as assigned.

We’re Seeking:

» Must be able to work within and foster a team environment, while effectively managing own work load.

» Excellent oral, written and telephone communication skills.

» Problem-solving skills and ability to tactfully resolve difficult customer situations.

» Ability to manage multiple priorities and achieve results according to department priority.

» Successful completion of a high school diploma or GED.

» Strong knowledge of computer programs: Word, Outlook and Internet usage.

» Excellent knowledge of office equipment essential to job performance: ten-key calculator, computer, fax, copier, phone system, etc.

» Strong proven interpersonal skills in order to provide superior quality service to team mates and customers.

» Supporting the company’s commitment to fun, professional, service oriented working/business environment.

» Must be fully vaccinated for Covid-19, able to pass a drug test, and background check.


» Monday – Friday 8am – 5pm

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.