Commercial Banking Associate
About The Position
If you are a highly motivated and detail-oriented individual, the Commercial Banking Assistant role may be for you. The Commercial Banking Assistant provides support to middle and upper level Commercial Bankers and serves as a primary contact for loan portfolio issues. You will provide support to commercial relationship and portfolio managers by preparing loan documentation, on-boarding new loans and on-going monitoring of existing loans. You will also interact with customers daily regarding loan advances and repayments, overdraft and fraud determinations, originating account and wire transfers, and problem resolution. The main purpose of this job is to provide support to Commercial Bankers and serve as a primary contact for loan portfolio issues.
Requirements
- Basic knowledge of the banking industry
- Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
- Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
- Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
- Ability to maintain a high degree of confidentiality
- Basic level proficiency with Microsoft Word, Excel, Teams and Outlook
- High School Diploma or equivalent combination of education and experience required.
- 1+ years' relevant experience required
Nice To Haves
- Associate’s degree in related field preferred
Responsibilities
- Prepare, review and maintain loan documentation and submit for approval
- Manage the booking process and maintain loan documentation files and clear documentation exception
- Be the primary customer contact for loan administrative issues
- Process loan advances, paydowns and account transfers
- Update, maintain and record receipt of financial documents and track next due date
- Process retail banking transactions, daily overdraft approval and fraud verification and customer maintenance request on multiple systems
- Enter data into the Finance Center systems, and enter loan terms into ELAR for document production for loans closings and funding
- Perform other duties as assigned
Benefits
- employer sponsored health, dental, and vision insurance
- 401(k)
- life insurance
- paid vacation
- paid personal time
- career development
- education assistance
- voluntary supplemental benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
