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Commercial Lending Specialist, Milwaukee more...
Location:Milwaukee, WI
Company:Associated Bank
First posted:April 06, 2017 (last updated 30+ days ago)
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Equal Opportunity Employer
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecare@AssociatedBank.com or call: (800) 878-3282.

This position's primary responsibility is to act as a resource for commercial loan related questions from both internal and external customers. This position will be located in a centralized environment and will answer telephone calls and email inquires related to loan servicing activities, the preparation, processing and completion of all loan packages, answering underwriting requirement and loan structure questions and ensuring adherence to all Associated Bank credit standards and regulatory requirements. Responsibilities include collecting and validating tax returns and/or financial statements and supporting documentation, managing maturing loan pipeline, entering commercial new and renewal applications, managing financial statement tracking process and managing origination and underwriting queues to ensure loan application submissions are complete and correct. This position works directly with the lender, or customer, to resolve loan application issues and requires prior small business banking experience.

COMPLIANCE STATEMENT 
As a valued colleague of Associated Bank you play a critical role in delivering an exceptional customer experience during every interaction. Expectations for this position require the ongoing focus on building solid and long lasting relationships by engaging all customers in a positive manner. Colleagues should provide customers a positive experience that includes undivided attention, straightforward and knowledgeable service and ensure that the customers best interests are our number one priority. Consistency around customer experience guidelines is key and expected from all of our colleagues. Our goal is to simplify the customer experience and deliver outstanding service to every customer, every time.

Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. Must submit required information to meet registry requirements, obtain a unique identifier, and maintain the registration requirements as directed by the S.A.F.E Act.

Responsible to report any procedure or process that doesnt meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associateds anonymous Ethics Hotline.

KEY RESULT AREAS
Accuracy
Collaboration
Communication
Customer Service
Decision Making
Delivering Service Consistent with Brand, Vision and Talent Philosophy
Loan Preparation/Review/Documentation
Logical Thinking
Portfolio Management
Problem Solving
Process Improvement
Regulation and Compliance
Results Driven
Time Management
Maintain productivity and response times as measured by SLAs 
Self-directed

 

JOB ACCOUNTABILITIES 
Review and enter submitted loan applications for completeness and compliance with established bank policies, procedures and federal regulations. Actively manage missing underwriting package information and provide feedback to lenders regarding issues and recommended resolution.
Manage the Origination and Underwriting queues to confirm loan application submissions are complete and correct to ensure a more efficient work flow for productivity and time efficiency. Request updated, or missing financial information, from new and existing commercial loan customers as a prerequisite to a loan underwriting related activity. Respond to inquiries from existing loan customers or branch colleagues regarding the new money or renewal loan processes. Work directly with the lender, or customer, to resolve loan application issues.
Monitor the Renewal Pipeline to ensure renewal workflow continuously moves forward and reassign underwriting workload as needed. Proactively monitor administrative delinquency reporting to ensure maturing accounts are renewed by the maturity date to minimize administrative delinquency. Recommend extensions to maturity dates as needed.
Proactively monitor, process & assign all CSS servicing requests in the CSS servicing queue. Respond promptly to colleague and customer inquiries received daily regarding all aspects of Centralized Commercial Underwriting and Support. Demonstrate proficient knowledge in all Commercial loan products and processes to deliver quality customer service on customer inquires and hypothetical loan situations.
Monitor the Centralized shared mailboxes and promptly process or forward emails to proper teams accordingly.
Manage the monthly CSS Renewal Financial Statement letter cycle and provide oversight for the customers mailings.
Develop and maintain an excellent working relationship with customers and associates alike. Maintain a positive attitude within the Department by practicing team concepts to achieve common objectives and service standards.
Maintain current awareness and understanding of appropriate banking laws, regulations and internal policies and procedures to ensure compliance and educate lending team.

EDUCATION
Associate's Degree or equivalent combination of education and experience Required

Bachelor's Degree Business/Finance/Accounting or related field Preferred

EXPERIENCE
2-4 years Commercial Loan Operations or Small Business Banking/Lending experience Required

4+ Years Commercial Loan Operations or Small Business Banking/Lending experience Preferred

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