- Assist Portfolio Manager Team with preparation of credit packets
- Serve as the primary customer contact for loan administration issues and contact customers for updated financial information and other confidential correspondence
- Prepare ELARs, obtains needed approvals, and submit to Commercial Loan Servicing
- Review loan documentation for accuracy and completeness prior to execution
- Submit completed loan documentation to CLS and manage the booking process
- Process real estate documentation including title work, recording, and insurance
- Request appraisal reviews and flood letters
- Clear documentation exceptions
- Process loan advances and paydowns, account and wire transfers
- Coordinate new deposit account openings and closings
- Create and maintain loan documentation files
- Provide administrative support to Commercial Bankers
- Enter data into the Finance Center systems, and enter loan terms into ELAR for document production for loans closings and funding
- Perform other duties as assigned
- Proficient in the various systems and all loan documentation
- Skilled at PowerPoint, ELAR, BDEV, CRISP, Shaw, CAC, and Branch Connections
- Ability to develop working relationships with customers
- Ability to learn and leverage new technology
- Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities and achieve deadlines under pressure
- Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
- Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
- Intermediate level proficiency with Microsoft Word, Excel and Outlook
- High School diploma or equivalent combination of education and experience required. Associate's Degree in Business/Finance or related field preferred
- 2+ years related experience required
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Commercial Banking Associate - Kansas City, United States - Commerce Bank
Description
About This Job
If you are a highly motivated and detail-oriented individual, the Commercial Banking Associate role may be for you. The Commercial Banking Associate provides support to middle and upper level Commercial Bankers and serves as a primary contact for loan portfolio issues. You will provide support to commercial relationship and portfolio managers by preparing loan documentation, on-boarding new loans and on-going monitoring of existing loans. You will also interact with customers daily regarding loan advances and repayments, overdraft and fraud determinations, originating account and wire transfers, and problem resolution.
Essential Functions
Knowledge Skills & Abilities Required
Education & Experience
**Level of role is determined by knowledge, experience, skills, abilities, and education
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Commercial Banking Associate and Senior Commercial Banking Associate job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.45 to $26.70 per hour. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click to learn more.
