Banking Support & Loan Docs Specialist - On Site

Tech Sales Jobs; La Crosse (WI); On-site; USD 26,000 - 45,000; Full time

Benefits offered by this job

401(k) plan

Pension plan

Paid time off to volunteer

Employee stock purchase plan

Parental leave

Well-being programs

Job summary

Associated Bank is seeking a Sales & Support Specialist for Community Markets in Wisconsin. This on-site, full-time role involves coordinating commercial loan documentation, servicing, and client support across a dynamic banking team.

You will work closely with Relationship Managers and Private Bankers to ensure accurate documentation, regulatory compliance, and a high-quality client experience. A background in banking and strong organization are essential for success.

Qualifications

• Minimum 2+ years experience in banking or an office environment with knowledge of commercial/business banking products and loan documentation.
• Strong organizational and documentation skills required.
• Ability to coordinate across multiple teams and stakeholders.

Responsibilities

• Coordinate and manage commercial loan documentation, closings, and ongoing maintenance for accuracy and regulatory compliance.
• Support portfolio administration and risk management with Relationship Managers, Portfolio Managers, and Private Bankers.
• Serve as liaison between clients, sales teams, operations, and external partners to resolve inquiries.
• Process deposit and loan account activities using internal systems and submit financial documentation to Credit Operations.
• Provide administrative and sales support, including reporting, scheduling, pipeline tracking, and client materials.

Skills

Banking knowledge

Administrative support

Regulatory compliance understanding

Education

High School Diploma or equivalent

Job description

Associated Bank is seeking a Sales & Support Specialist for Community Markets in Wisconsin. This on-site, full-time role involves coordinating commercial loan documentation, servicing, and client support across a dynamic banking team.

You will work closely with Relationship Managers and Private Bankers to ensure accurate documentation, regulatory compliance, and a high-quality client experience. A background in banking and strong organization are essential for success.