Commercial Banking Support Specialist

Davita Inc.; Racine (WI); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading company in banking seeks a Commercial Banking Support Specialist to support their commercial banking team. The role involves coordinating loan documentation, servicing loans, and working closely with relationship managers to maintain client relationships. Ideal candidates should possess strong customer service skills and proficiency in Microsoft Office, with opportunities for growth based on experience in the banking sector.

Qualifications

• At least 6 months of customer service experience.
• Effective communication with internal and external individuals.
• Attention to detail and good organizational skills.

Responsibilities

• Coordinates loan documentation for new and renewed commercial loans.
• Services commercial loans and deposit accounts, handling customer requests.
• Assists relationship managers with due diligence and client proposals.

Skills

Customer service

PC skills

Attention to detail

Organizational skills

Effective communication

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Overview

Banking professional with proven success, self-motivated, strong relationship building skills. The Commercial Banking Support Specialist is an integral part of the commercial banking team, providing support in sales, servicing, and management of clients. May also support other relationship managers (e.g., Special Assets and Private Banking) as necessary.

KEY RESPONSIBILITIES

Position Specific Responsibilities

• Coordinates loan documentation for new and renewed commercial loans through comprehensive review of the loan presentation; completes appropriate due diligence for document preparation; works with relationship managers, portfolio managers, credit analysts, underwriters, and loan documentation team to ensure loan approval and documentation match, and collateral is properly perfected.
• Assists Relationship Managers in obtaining required due diligence items such as appraisals, titles, surveys, etc.
• Coordinates submission of original signed loan documents, supporting documentation, and client financial statements to the proper repository for imaging.
• Proactively reviews financial and collateral tickler reports to coordinate and follow up on required items; calls clients to request information; communicates with relationship managers to ensure ticklers are cleared and loan portfolio integrity is maintained.
• Services commercial loans, including customer requests for advances, payments, inquiries regarding loan transactions, monitoring portfolio for past due payments, processing invoices for third-party vendors, researching misapplied payments, and supporting RM requests and special handling of administration requirements.
• Obtains and reviews customer information; prepares documents for customer signatures required to open commercial deposit accounts.
• Services commercial deposit accounts, including updates to signers, account holds, managing overdrafts, and supporting account closures, fraud protocols, customer wires, and funds movement; supports RM requests related to deposit portfolio.
• Transitions customers to Treasury Management and other departments for non-credit product implementation and service; may support customer needs for AccessJFG.
• Assists clients with requests related to treasury management, depository accounts, and other services to maintain full-service commercial banking relationships.
• May assist relationship managers in assembling client proposals and marketing materials.

Job Requirements

• Level I: High school diploma or equivalent with at least 6 months customer service experience; good PC skills including Microsoft Office; attention to detail; organizational skills; effective communication with internal and external individuals with diplomacy and tact.

Additional skills by level:

• Level II: 2-5 years banking support experience, ability to process more complex documentation.
• Level III: 5-7 years banking experience in commercial loan documentation, ability to process complex and high-volume documentation.

Come as you are.

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