Business Banking Specialist
About the role
Assembles business loan files, uploads loans into computer system, and finalizes loan closings. Processes payments and advances, maintains and updates collateral tracking, prepares client correspondences, and assists clients with inquiries and problem resolution. Understands and completes job responsibilities in accordance with federal and state regulations.
Responsibilities
- Originate and Process Loan Documentation (65%): Prepares & orders all necessary loan documentation; Assembles & scans commercial loan files; Uploads new loans, renewals, and participations into core system.
- Loan & File Maintenance (30%): Processes and posts in-house and participation payments and advances; prepares wire requests; Completes loan maintenance and loan read back; Updates collateral tracking; Monitors insurance documentation and UCC filings; Prepares and sends “paid-off loan” correspondences and documentation; Closes and organizes loan files; Provides service in person, on the telephone, and through e‑mail.
- Additional Duties and Responsibilities (5%): Other job duties as assigned necessary to carry out the responsibilities of this position; Participates in internal and external training and development opportunities as required.
Requirements
Work Relationships and Scope: Regular contact with clients and co‑workers. Works with highly confidential business and client information. Occasionally participates in bank committees and events.
Performance Dimensions: Quality, accuracy, reliability, thoroughness and timeliness of work performed and services provided to clients and co‑workers; strong attention to detail; customer satisfaction with services provided; meets established deadlines; keeps Bank and client information confidential; demonstrates friendly and helpful approach and attitude toward internal and external clients. Effectively communicates and develops