Commercial Support Specialist II

Responsibilities

• Affords support to Relationship Managers (RMs) in the Commercial and Business segments.
• Collaborates with RMs in contacting clients to gather application materials (financials, purchase agreements, invoices, etc.).
• Prepares loan requests using required forms or the Commercial Online Application (CML) software.
• Sends applications to the Loan Fulfillment team for further review and processing.
• Monitors and manages open loan applications in the Loan System (LOS).
• Works with Underwriting teams and Loan Fulfillment to collect missing client information during the underwriting and pre-closing phases.
• Collaborates in coordinating loan closings and attends loan closings to perform Notary services if necessary.
• Sends closed loan packets to Loan Fulfillment for funding and booking.
• Supports Portfolio and Credit Administration by utilizing Power BI software to provide pipeline, portfolio, production, and credit information.
• Assists in clearing past due financials, post-closing exceptions, and trailing documents.
• Supports Sales by conducting research, organizing outreach for business development activities, and assisting assigned RMs with daily activities.
• Supports administrative needs by managing calendars, handling incoming calls from clients, and managing client mailings.
• Ensures compliance with all applicable compliance rules and regulations.

Qualifications

• 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.
• Excellent written and verbal communication skills in working with RMs, Clients, and Bank Partners.
• Effective time management and organizational skills.
• Ability to adapt and manage changing priorities and deadlines.
• Thorough working knowledge of ONB banking products and services (or other prior financial institution or related industry).
• Proven success in making decisions and resolving complex or unique situations.
• Aptitude or ability to assist in the training of new or existing team members.