Commercial Banking Assistant

Nicolet National Bank • Cedar Rapids, IA

1d

About The Position

The Commercial Banking Assistant provides administrative support to Commercial bankers during the pre-closing and post-closing phases of commercial and agricultural lending. The role helps ensure loan files are accurate and compliant while providing a customer-facing client experience. The assistant works with borrowers and cross-functional business teams, maintains confidentiality, and supports compliance with applicable laws, regulations, and bank policies. The position may also act as a notary public for the bank and take on other related duties as assigned.

Requirements

• High school diploma required.
• At least 2 years of administrative experience required.
• Ability to use a PC, phone system, and general office equipment.
• Ability to maintain strict confidentiality.
• Strong critical thinking skills.
• Strong judgment and decision-making skills.

Nice To Haves

• Associate degree in Business Administration, Finance, or a related field preferred.
• Experience in a bank environment, preferably in Commercial, Credit, or a related department.

Responsibilities

• Request third-party verification documents, including property appraisals, agricultural equipment valuations, title commitments, and flood determinations.
• Review loan documents before closing for accuracy and compliance with internal bank policies.
• Assist customers with initial inquiries and gathering required business financial statements or agricultural operating plans.
• Review UCC searches and county real estate records to verify the bank's collateral or lien position on crops, livestock, equipment, or land.
• Conduct post-closing audits of signed loan packages to ensure signatures and dates are properly executed.
• Serve as a point of contact for borrowers regarding account balance inquiries, documentation updates, and ongoing customer service needs.
• Identify process and efficiency gaps and opportunities, and provide feedback to the Commercial Banking Assistant Team Lead.
• Partner with cross-functional lines of business to align data and documentation processes and ensure transparency and information accuracy.
• Work on other related projects as assigned and perform other duties as assigned.
• May act as a notary public for the bank.
• Maintain appropriate controls and comply with applicable laws, regulations, and bank policies.
• Support equal employment opportunity and inclusion, and work successfully with others without regard to non-job-related classifications.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) with a company match.
• PTO and 11 1/2 paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED