Commercial Banking Support Specialist

Johnson Financial Group; Wisconsin; On-site; USD 40,000 - 60,000; Full time

Job summary

Johnson Financial Group is looking for a Commercial Banking Support Specialist to support the sales, servicing, and management of commercial banking clients. The ideal candidate will possess strong customer service skills and have experience in banking environments. Responsibilities include coordinating loan documentation, servicing client requests, and assisting with treasury management services.

Qualifications

• High school diploma or equivalent with at least 6 months customer service experience required.
• For Level II: 2 to 5 years banking experience in a retail or commercial banking support role.
• For Level III: 5 to 7 years banking experience in commercial loan documentation.

Responsibilities

• Coordinates loan documentation for new and renewed commercial loans.
• Services commercial loans including customer requests for advances and payments.
• Obtains/reviews customer information for commercial deposit accounts.

Skills

Customer Service

PC Skills

Attention to Detail

Organizational Skills

Communication

Education

High School Diploma or Equivalent

Tools

Microsoft Office Applications

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 the sales, servicing, and management of clients. May also provide support to other relationship managers (i.e., Special Assets and Private Banking) as necessary.

KEY RESPONSIBILITIES

Position Specific Responsibilities

• Coordinates loan documentation for new and renewed commercial loans through a comprehensive review of the loan presentation; completes appropriate due diligence for document preparation; works in partnership with relationship managers, portfolio managers, credit analysts, underwriters and loan documentation team to ensure the loan approval and loan documentation match and all collateral is properly perfected.
• Assists RM in obtaining required due diligence items to satisfy loan approval; appraisal, title, survey, etc.
• Coordinate’s 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 and communicates timely 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, monitors portfolio for past due payments, processes invoices for 3^rd party vendors (Attorney, Title Co), research’s misapplied payments, and other issues; supports RM requests and special handling of unique administration requirements relating to loan portfolio.
• Obtains/reviews customer information, prepares documents for customer signatures required to open commercial deposit accounts.
• Services commercial deposit accounts, including updates to signers, account holds, manages overdrafts and approval process for time-sensitive decisioning, account closures, fraud protocols and interim
• monitoring, customer wires and funds movement, supports RM requests relating to deposit portfolio.
• Transitions customers to Treasury Management and other departments when needed for non-credit product implementation and service; may provide customer support for AccessJFG.
• Assists clients by responding to requests relating to treasury management, depository accounts, and other services related to maintaining a full-service commercial banking relationship.
• May assist relationship managers in assembling client proposals and marketing materials as required.

Job Requirements

• Level I: High school diploma or equivalent with at least 6 months customer service experience required. Must have good PC skills including Microsoft Office Applications and the ability to effectively balance changing priorities. Must have attention to detail, good organizational skills, and the ability to communicate with individuals internally and externally while displaying diplomacy and tact.

In addition to the above skills:

• Level II: 2 to 5 years banking experience in a retail or commercial banking support role. Individual will have the ability to process more complex documentation.
• Level III: 5 to 7 years banking experience required in commercial loan documentation. Individual will have the proven ability to process the most complex documentation and greatest volume.

Come as you are.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit theDiversitysection of our career website.