Commercial Banking Spec II

Responsibilities

• Affords Loan Process Support
• Collaborates with RMs to gather application materials.
• Prepares loan requests and submits them to Loan Fulfillment.
• Monitors and manages loan applications in LOS.
• Coordinates loan closings and performs Notary services.
• Sends closed loan packets to Loan Fulfillment for funding.
• Supports Portfolio and Credit Administration
• Utilizes Power BI for pipeline, portfolio, production, and credit information.
• Tracks loan maturities and requests financial information.
• Clears past due financials, post-closing exceptions, and documents.
• Assists with Depository Process
• Opens commercial depository accounts and facilitates the process with Treasury Management, Private Banking, and Community Banking teams.
• Resolves client depository issues with Client Care and Treasury Management Services.
• Supports Sales and Administrative Needs
• Conducts research and organizes outreach for business development activities.
• Assists RMs with daily activities including calendar management, incoming calls, and client mailings.
• Ensures compliance with all applicable compliance rules and regulations.

Key Competencies

• Compelling Communication
• Effectively and transparently shares information and ideas with others.
• Tailors the delivery of communication in a way that engages the audience and is easy to understand and retain.
• Unites others towards common goal.
• Makes Decisions & Solves Problems
• Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.
• Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.
• Delights Clients
• Continuously seeks and applies knowledge leading to a best-in-class client experience.
• Passionately serves internal/external clients with excellence.
• Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.
• Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team.
• Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
• Promotes Change
• Sets a clear understanding of the rationale, implications and impact for changes.
• Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change.
• Identifies and recommends changes to leadership to improve performance.

Qualifications and Education Requirements

• Associate degree in administrative services/business or equivalent experience required.
• Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes.
• Strong working knowledge of Microsoft Word and Excel.
• Focus on providing excellent service to RMs, Clients and Bank Partners.
• Effective written and verbal communication skills in working with RMs, Clients and Bank Partners.
• Ability to communicate with clients and key decision makers effectively and independently.
• Able to manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker.
• Appropriate attention to detail and organizational skills.
• Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry).
• Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures.
• Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated.
• Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services.
• Commercial Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.