Commercial Relationship Specialist
Company: Disability Solutions
Location: Chicago
Posted on: April 20, 2024
Job Description:
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.We invite you to
view the opportunity below.Provide administrative and relationship
support to the Commercial Banking team through the loan closing and
relationship management process, which includes completing loan
preparation, review, documentation and funding, and providing
deposit support to the team. The team may include Business Segment
Leader, Team Leaders, Relationship Managers (RMs), Portfolio
Managers (PMs), Commercial Relationship Specialist Leads/Manager,
and other Commercial Banking team members. Work directly with
business customers, outside counsel, and business partners to
address needs, solve problems and provide superior customer
service. Complete projects as assigned.This person will also be
responsible for:
- LOAN CLOSINGS - Serve in an active role on the deal team, which
includes coordinating all aspects of required loan documentation
including but not limited to ordering all due diligence
documentation, reviewing loan documents for accuracy in partnership
with the deal team, closing the loan with the client, and working
with Commercial Loan Services and outside counsel to ensure proper
documentation. Perform ongoing maintenance to a portfolio of
clients, while adhering to legal documentation and compliance
guidelines which could include complex participation loan
transactions.
- PORTFOLIO / COLLATERAL ADMINISTRATION - Provide support through
life of loan by leveraging online bank systems to process daily
transactions based upon customer requests and review of customer
financial information. Analyze collateral and financial reports
received on a daily/weekly/monthly basis with supporting
documentation provided by the borrower. Work with the clients to
validate any discrepancies, collect past due financial and legal
documentation, and ensure accurate reporting is being presented to
the bank for collateral and financial monitoring.
- CUSTOMER SUPPORT - Service clients and affiliates by solving
problems and addressing complex questions to ensure superior
customer service and support which may entail reaching out to
business partners for handling of various service requests.
Function as liaison between operations/support departments,
Commercial Banking teams, and customers. Work as central resource
area for Commercial Banking issues including referring clients to
business partners. Provides back-up support to other team members,
as needed.
- LEARNING AND DEVELOPMENT - Work with Relationship Managers and
Portfolio Managers to ensure the portfolio administration and risk
management of each client relationship complies with established
Associated Banc-Corp credit policy, procedure and business strategy
as well as commercial and regulatory guidelines. Provide support on
various projects as needed by Commercial Banking team to allow for
efficiencies and technical improvements which will allow Associated
Bank to compete with competitors in the market.Review the
qualifications listed below:Education
- Bachelor's Degree or equivalent combination of education and
experience in Business, Finance, Accounting or related field.
RequiredExperience
- 2-4 years Banking or office with knowledge of banking products,
services, procedures and practices, along with loan documentation
knowledge. Required
- Less than 2 years Loan documentation, monitoring and closing
related to Commercial Banking. Preferred
- Less than 2 years Internal systems including: Ambit Commercial
Lending System, CoreBank, SalesPro and Stucky. PreferredIn addition
to core traditional benefits, we take pride in offering benefits
for every stage of life.
- 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.Associated Bank serves more than 120 communities
throughout Wisconsin, Illinois and Minnesota and we consider our
colleagues critical to our continued success. See why our
colleagues continually vote us a best place to work in the Midwest.
Join our community on Facebook, LinkedIn and X.Compliance
StatementAssociated Bank is an equal opportunity employer committed
to creating a diverse workforce. We support a work environment
where colleagues are respected and given the opportunity to perform
to their fullest potential. We consider all qualified applicants
without regard to race, religion, color, sex, national origin, age,
sexual orientation, gender identity, disability or veteran status,
among other factors.Fully complies with all applicable enterprise
policies and procedures. Acts in compliance with all applicable
laws and regulations as outlined in training materials, including
but not limited to Bank Secrecy Act. Responsible for reporting
suspicious activity to Financial Intelligence. Responsible to
report all customer complaints as prescribed and procedure
violations to management or HR.Responsible to report ethical
concerns as needed to Associated Bank's anonymous Ethics
Hotline.Associated Bank provides additional assistance to
individuals with disabilities throughout the application &
interview process. Please contact
leavesandaccommodations@associatedbank.com if you need an
accommodation at any time during the interview process.Associated
Banc-Corp is an Affirmative Action and Equal Opportunity Employer.
Associated Banc-Corp participates in the E-Verify Program. E-Verify
Notice English or Spanish. Know Your Right to Work English or
Spanish.Associated Bank is Pay Transparency compliant.
Keywords: Disability Solutions, Elmhurst , Commercial Relationship Specialist, Other , Chicago, Illinois
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