Commercial Banking Assistant

Nicolet National Bank • Iowa City, IA

2d

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 customers with a strong, customer-facing experience. Responsibilities include obtaining third-party verification documents, reviewing loan documentation and collateral records, assisting customers with initial inquiries and required financial information, and auditing signed loan packages after closing. The assistant also serves as a borrower contact for account and documentation needs, collaborates across business lines, and shares process-improvement feedback with the Commercial Banking Assistant Team Lead. The position may include acting as a bank notary public and performing other assigned duties. Employees are expected to uphold applicable laws, regulations, bank policies, and controls, and to support equal opportunity, inclusion, and respect for diverse perspectives.

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 banking 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 collect 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 borrower contact for 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 related projects as assigned and perform other assigned duties.
• May act as a notary public for the bank.
• Maintain appropriate controls and comply with applicable laws, regulations, and bank policies.
• Communicate the value of workplace diversity and work respectfully with people across different backgrounds and identities.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) with 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