Business Banking Associate

PLATINUM BANK MINNESOTA•Oakdale, MN

10d•$31 - $39•Onsite

About The Position

The Business Banking Associate will aid in product and services delivery, onboarding, and client relationship management freeing up the time of the Relationship Managers (RM) so they can focus on the clients. Position will be responsible to maintain a positive, high touch, hospitable client experience while exemplifying Platinum Bank’s Client Service Standards. Candidate must have the ability to multi-task daily activities and have strong organizational skills. Previous loan administration experience is desired.

Requirements

High School degree or GED Required
Effective communication skills
Handle and maintain information with utmost confidentiality
Excellent customer service and collaboration skills
Excellent analysis, observation, problem solving and decision making skills
Strong organizational skills with the ability to multitask in fast pace environment
Strong attention to detail
Accuracy and efficiency with attention to details
Technically skilled in the following software applications: Microsoft Excel, Word, and Outlook

Nice To Haves

Previous loan administration experience is desired.
Preferred 4 year college degree or (5+) years related banking experience and training; or equivalent combination of education and experience.
Experience with Jack Henry and nCino applications desirable

Responsibilities

Provide support for Relationship Managers (RM).
Provide customer service and enhance customer relationship portraying the service culture of Platinum Bank
Perform various administrative and data entry duties
Coordinate schedules, make appointments, provide setup for meetings and prepare/send correspondence
Perform various duties to assist in processing new product requests including conventional and SBA loans, deposits, related services and loan renewals
Collaborate with third-party service providers, attorneys, title companies, and internal business partners to facilitate the credit approval process, support customer due diligence activities, and coordinate the timely closing of loan transactions.
Submit loan underwriting requests, ensuring all required financial information, supporting documentation, and credit package components are complete, accurate, and submitted within established service standards.
Coordinate the ordering, collection, and review of loan closing and post-closing documentation, ensuring required documents are obtained, tracked, and delivered to appropriate stakeholders in a timely manner.
Coordinate the collection and delivery of business formation documents, ownership information, resolutions, and other required account-opening documentation.
Partner with Cash Management and operational teams to facilitate the deposit account opening process and ensure timely completion of onboarding activities.
Maintain and manage electronic customer records, process disbursement and transactional activities, and research and resolve collateral and financial documentation exceptions.
Facilitate loan closings with clients by coordinating closing activities, reviewing documentation for completeness, ensuring proper execution of required documents, and delivering an exceptional client experience.
Assist customers with account questions, maintenance, service requests and troubleshooting
Review and facilitate construction disbursements
Perform various duties to assist in supporting clients with new and existing deposit services requests
Greet customers, answer phones and provide customer service portraying the service culture of Platinum Bank.
Assist customers with account questions, maintenance, and troubleshooting service requests
Comply with Federal and State Regulatory Compliance Statutes and bank policies and procedures applicable to the functions being performed
Performs other responsibilities as assigned