Sales & Support Specialist Senior (Equipment Finance)
About The Position
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Role Summary Support Commercial Banking teams by providing expert administrative and loan documentation support across the full credit lifecycle. This role plays a critical part in ensuring accurate, compliant loan preparation, documentation, and funding while delivering a strong client experience. You’ll collaborate closely with relationship teams and gain exposure to complex commercial lending transactions.
Requirements
- High school diploma or equivalent education and experience
- 4+ years of commercial lease or loan documentation experience
- Strong knowledge of commercial banking products, loan documentation, UCC filings, motor vehicle titles, and commercial insurance
Nice To Haves
- Associate’s degree in Business, Finance, or Accounting
- 2+ years of experience with Associated Bank loan systems
- Experience with Ambit Commercial Lending Operating System
- Knowledge of Solifi InfoLease-10, Rapport, or Supertrump
Responsibilities
- Partner with Relationship Managers and Portfolio Managers to support portfolio administration and ensure compliance with credit policy and regulatory requirements.
- Coordinate lease and loan documentation from request through closing, including preparation, review, system setup, and ongoing maintenance.
- Manage communication with title companies, internal partners, and outside counsel to ensure timely and accurate loan closings.
- Monitor and update internal systems, reports, and tracking tools to support portfolio management and pipeline activity.
- Serve as a liaison between Commercial Banking teams, operations partners, and clients to resolve issues efficiently.
- Utilize commercial loan systems to access customer information and deliver responsive, high-quality service.
- Provide backup support, project assistance, and occasional work direction or training support to team members, as needed.
Benefits
- Retirement savings including both 401(k) and Pension plans.
- Paid time off to volunteer in your community.
- Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
- Competitive salaries with professional development and advancement opportunities.
- Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
- Personal banking, loan, investment and insurance benefits.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
