Commercial Relationship Specialist

This is a fully remote position, open to applicants in Wisconsin.

📋 Description

• Provide administrative support and foster relationships for the Commercial Banking team throughout the loan closing and relationship management process.

• Execute loan preparation, review, documentation, and funding while also offering deposit assistance.

• Aid Relationship Managers and Portfolio Managers in overseeing and managing the ongoing life of loan portfolios.

• Manage clients' financial reporting and examine reports for correct entries in bank systems.

• Collaborate with team members to address potential issues.

• Ensure compliance with standards and regulatory requirements.

• Engage directly with business customers, external counsel, and business partners to meet their needs, resolve issues, and deliver excellent customer service.

• Coordinate all facets of necessary loan documentation and due diligence for loan closings.

• Review loan documents for precision, finalize loans with clients, and liaise with Commercial Loan Services and external counsel.

• Maintain client portfolios and process daily transactions according to customer requests.

• Analyze collateral and financial reports, rectifying discrepancies with clients.

• Gather overdue financial and legal documentation while ensuring accurate portfolio reporting.

• Provide customer support for fraud, overdrafts, wire issues, and various service requests.

• Act as a liaison among operations/support departments, Commercial Banking teams, and customers.

• Offer backup support to team members and actively contribute to projects, training, and process improvements.

⛳️ Requirements

• Bachelor's Degree or an equivalent combination of education and experience in Business.

• Bachelor's Degree or an equivalent combination of education and experience in Finance.

• Bachelor's Degree or an equivalent combination of education and experience in Accounting.

• 2-4 years of banking or office experience with knowledge of banking products, services, procedures, and practices, as well as loan documentation expertise.

• Preferred understanding of loan documentation, monitoring, and closing related to Commercial Banking.

• Experience with Ambit Commercial Lending System, CoreBank, SalesPro, and Stucky is advantageous.

• Must authentically represent yourself and your experiences during the recruitment and hiring process.

• A thorough background check is required.

• Compliance with applicable enterprise policies, procedures, laws, and regulations, including the Bank Secrecy Act, is mandatory.

• Responsible for reporting suspicious activity, customer complaints, procedural violations, and ethical concerns as necessary.

🏝️ Benefits

• Retirement savings options including both 401(k) and Pension plans.

• Paid time off to volunteer within your community.

• Opportunities to connect with others through diversity-focused Colleague Resource Groups.

• Competitive salary packages.

• Professional development and career advancement opportunities.

• Well-being programs and incentives.

• Parental leave benefits.

• Employee stock purchase plan.

• Military benefits.

• Personal banking, loan, investment, and insurance benefits.