Commercial Banking Relationship Specialist II

First Interstate Properties, Ltd.; Clive (IA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

PTO + federal holidays

Child Care Assistance Program

Exercise reimbursement

Job summary

First Interstate Properties, Ltd. invites applications for a Commercial Banking Representative II at our Clive/Fort Dodge branches to serve as a primary client contact, supporting Relationship Managers with loan servicing and client expansion opportunities.

Responsibilities include processing client transactions, loan documentation, and coordinating with vendors, while ensuring adherence to credit policies and regulatory guidelines.

Qualifications

• Advanced understanding of credit products, bank systems and commercial lending.
• Exhibits a sophisticated understanding of applicable federal regulations, credit policy and bank policies and procedures.
• Ability to work effectively in a fast-paced production environment.
• Strong organizational skills, time management skills and strong attention to detail.
• Strong interpersonal skills including oral and written communication.
• Problem solving skills.
• Proficiency with personal computers and related software packages.

Responsibilities

• Handles day-to-day client calls, client transactions, and client problem resolution.
• Executes client transactions within delegated authority or applicable department guidelines, escalating to the RM for requests outside norms.
• Assists in obtaining loan documentation and coordinating with outside vendors (attorneys, title companies, appraisals, etc.).
• Specializes in loan documentation and ensures accuracy in documents and digital records.
• Prepares client meeting documents for RM meetings, focusing on signatures and regulatory compliance.
• Submits complete documentation for loan approval with all supporting items.
• Maintains knowledge of regulatory and policy requirements and attends ongoing training.

Skills

Credit products

Bank systems

Commercial lending

Regulations

Time management

Interpersonal skills

Problem solving

PC proficiency

Education

High School Diploma

GED

Job description

First Interstate Properties, Ltd. invites applications for a Commercial Banking Representative II at our Clive/Fort Dodge branches to serve as a primary client contact, supporting Relationship Managers with loan servicing and client expansion opportunities.

Responsibilities include processing client transactions, loan documentation, and coordinating with vendors, while ensuring adherence to credit policies and regulatory guidelines.