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 maintain accurate, compliant loan files while delivering a customer-facing client experience. The assistant also supports borrowers, coordinates documentation and verification, reviews collateral records, and works with other business areas to improve data and documentation processes. The position is expected to uphold bank policies and applicable legal and regulatory requirements, maintain confidentiality, and support an inclusive and respectful workplace.

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.
• Ability to use a PC, phone system, and general office equipment.

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 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 confirm signatures and dates are properly executed.
• Serve as a point of contact for borrowers handling 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.
• May act as a notary public for the bank.
• Uphold bank philosophy and policies by maintaining appropriate controls and complying with applicable laws and regulations.
• Communicate the value of workplace diversity and work respectfully with others regardless of non-job-related classifications, supporting equal employment opportunity, non-discrimination, inclusion, and respect for different perspectives.
• Perform other duties as assigned.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• 401(k) with company match
• Paid time off
• 11 1/2 paid holidays

What This Job Offers

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