Business Banking Specialist

WNB Financial NA•Winona, MN

1d•Onsite

About The Position

Assembles business loan files, uploads loans into computer system, and finalizes loan closings. Processes payments and advances, maintains and updates collateral tracking, prepares client correspondences, and assists clients with inquiries and problem resolution. Understands and completes job responsibilities in accordance with federal and state regulations.

Requirements

High school diploma or equivalent with emphasis in business coursework required
A minimum of 1+ years of customer service or administrative experience within the banking industry required
Must possess courteous and professional customer service attitude
excellent verbal and written communication skills
ability to maintain the integrity of highly confidential client and Bank information
Must possess computer function and typing and data entry skills
strong organization and follow-up skills
basic mathematical skills up to and including fractions
legible handwriting
Must possess ability to deal effectively with time pressures and stress that can change hourly depending on level of client activity
effective problem solving and research skills

Nice To Haves

Associate’s Degree with accounting or business emphasis preferred

Responsibilities

Prepares & orders all necessary loan documentation
Assembles & scans commercial loan files
Uploads new loans, renewals, and participations into core system
Processes and posts in-house and participation payments and advances; prepares wire requests
Completes loan maintenance and loan read back
Updates collateral tracking
Monitors insurance documentation and UCC filings
Prepares and sends “paid-off loan” correspondences and documentation
Closes and organizes loan files
Provides service in person, on the telephone, and through e-mail
Other job duties as assigned necessary to carry out the responsibilities of this position
Participates in internal and external training and development opportunities as required