Commercial Banking Assistant III (Hybrid)

The Commercial Banking Assistant III performs a variety of duties in support of the Commercial Banking Line of Business.

They work closely with Commercial Relationship Managers, Portfolio Managers, internal department personnel and external customers to complete a variety of tasks associated with the origination and servicing of loans.

They ensure the timely renewal of existing loans, mitigate loan exceptions and assist with the growth and management of cash management products and services.

Position Accountabilities

• Service personal and commercial deposit accounts according to guidelines and procedures
• Monitor daily non-sufficient funds reports, obtain necessary approvals and communicate to retail as needed
• Handle daily incoming customer requests and inquiries in a professional manner
• Process payments and advances on loans
• Perform account maintenance and research as needed
• Prepare post closing loan packages to include maintaining files and clearing exceptions
• Adhere to all applicable laws and regulations governing bank operations
• Image or file financial statements and documents as needed
• Perform preliminary loan closing requirements such as to include flood certifications, credit reports, residential appraisals, environmental reports, UCC searches or other reports as needed
• Prepare tickets and / or wire transfers as needed
• Process draws which may include title updates and inspections
• May administer and monitor construction and development loans
• Prepare payoff quotes and handle releases
• Assist with review of loan packages for other Commercial Banking Assistants
• Performs other duties as assigned

Organizational Relationship

This position reports to the Commercial Support Group Manager

Position Qualifications

Education & Experience

• High school diploma or equivalent, college degree preferred
• Five plus years commercial or retail banking or industry related experience required
• One to three years of commercial loan experience required

Knowledge & Skills

• High level of proficiency in LaserPro
• Superior customer service skills
• Excellent computer skills relevant to Microsoft Office Suites
• Excellent communication skills
• Well organized with attention to detail
• Ability to prioritize and manage multiple priorities
• Flexible, able to adapt to change
• Superior time management and problem solving skills
• Ability to work independently as well as within a team environment
• Analytical skills

We are proud to be an EEO / AA employer, Minority / Female / Disability / Veteran. We maintain a drug-free workplace.