Commercial Banking Assistant

Nicolet National Bank•Iowa City, IA

About The Position

At Nicolet National Bank, the Commercial Banking Assistant provides critical administrative support to Commercial bankers during pre-closing and post-closing phases of commercial and agricultural lending. The role helps ensure loan files are accurate and compliant while delivering an exceptional, customer-facing client experience. The assistant supports borrowers with inquiries and documentation, coordinates verification materials, reviews loan and collateral records, and works with other business lines to maintain accurate and transparent processes. The position also upholds applicable laws, regulations, bank policies, confidentiality, equal opportunity, and inclusion practices. Duties may include serving as a notary public and other related assignments.

Requirements

High school diploma required.
At least 2 years of administrative experience required.
Ability to maintain strict confidentiality.
Strong critical-thinking skills.
Strong judgment and decision-making skills.
Familiarity with PCs, phone systems, and general office equipment.

Nice To Haves

Associate degree in Business Administration, Finance, or a related field.
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 to ensure accuracy and compliance with internal bank policies.
Assist customers with initial inquiries and gather 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 Nicolet policies.
Support equal employment opportunity and non-discrimination policies and work respectfully with people across different backgrounds and perspectives.