Commercial Banking Assistant

Nicolet National Bank; Iowa City (IA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical, Dental, Vision, & Life

401(k) with company match

PTO & 11 Holidays

Job summary

Nicolet National Bank is seeking a Commercial Banking Assistant to provide essential administrative support to our commercial lenders during pre-closing and post-closing activities. You will help ensure loan files are complete, accurate, and compliant while delivering excellent customer service.

The role involves document collection, verification of collateral via UCC and county records, and coordination with cross-functional teams to keep information transparent and current.

Qualifications

• 2+ years of administrative experience required.
• Experience in a bank environment, preferably Commercial or Credit, is preferred.
• Ability to maintain strict confidentiality and exercise sound judgment.

Responsibilities

• Provide critical administrative support to Commercial bankers during pre-closing and post-closing phases of lending.
• Review loan documents for accuracy and compliance with internal policies.
• Assist customers with inquiries and gather required financial statements or operating plans.
• Review UCC searches and county records to verify collateral or lien positions.
• Conduct post-closing audits to ensure signatures and dates are properly executed.
• Serve as a point of contact for borrowers for inquiries and documentation updates.
• Partner with cross-functional teams to align data and documentation processes.
• May act as notary public for the bank.
• Uphold bank policies and regulatory compliance in all duties.

Skills

Organizational skills

Confidentiality

Communication skills

Critical thinking

Judgment

Education

High School Diploma

Associate degree preferred

Tools

Office software

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Commercial Banking Assistant is responsible for providing critical administrative support to Commercial bankers during the pre-closing and post-closing phases of commercial and agricultural lending. This role ensures loan files are accurate and compliant while delivering an exceptional, customer-facing client experience.

As a Commercial Banking Assistant, you will:

• Request critical third-party verification documents, including property appraisals, agricultural equipment valuations, title commitments, and flood determinations.
• Review loan documents thoroughly before closing to ensure accuracy and compliance with internal bank policies.
• Assist customers with initial inquiries and the gathering of required business financial statements or agricultural operating plans.
• Review UCC searches and county real estate records to verify the bank's correct collateral or lien position on crops, livestock, equipment, or land.
• Conduct post-closing audits on signed loan packages to ensure all signatures and dates are properly executed.
• Serve as a reliable point of contact for borrowers to handle account balance inquiries, documentation updates, and ongoing customer service needs.
• Identify gaps and areas of opportunity that impact processes and efficiencies and provide feedback to the Commercial Banking Assistant Team Lead.
• Partner with cross-functional lines of business to align data and documentation processes, ensuring complete transparency and information accuracy.
• Works on other related projects, as assigned.
• May act as a notary public for the bank.
• Performs all other duties as assigned.
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
• Performs all other duties as assigned.

Qualifications:

• High School Diploma required.
• Associate Degree in Business Administration, Finance, or related field preferred.
• 2+ years of administrative experience required.
• Experience in bank environment, preferably in Commercial, Credit or related department is preferred.
• PC, phone system, general office equipment.
• Ability to maintain strict confidentiality.
• Strong critical thinking skills.
• Strong judgment and decision-making skills.

Benefits:

• Medical, Dental, Vision, & Life Insurance
• 401(k) with a company match
• PTO & 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled