Hybrid Commercial Lending Associate

Sunrise Banks; Saint Paul (MN); Hybrid; USD 44,000 - 86,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

AD&D

STD

LTD

Pet Insurance

FSA

PTO

PVTO

PPL

Job summary

Sunrise Banks is seeking a Business Banking Associate to support the Commercial Lending and Portfolio Management teams at the Como branch. The role involves maintaining client relationships, gathering financial data, and handling loan file documentation to ensure compliance with bank policies.

The position emphasizes collaboration with title companies, attorneys, and insurance providers, and requires attention to detail, regulatory awareness, and strong customer service skills.

Qualifications

• High school degree or GED required.
• 2 Year College degree in business related field preferred.
• 1-2 years BBA or similar experience required.
• Experience in the financial industry preferred.
• Superior skill set in Microsoft Teams, Excel, Word, PowerPoint, Access, and Outlook.
• Comprehensive skill set in Fiserv & Abrigo preferred.

Responsibilities

• Support Commercial Lending and Portfolio Management by maintaining client relationships.
• Collect financial and related data, perform monetary transactions, and provide customer service.
• Manage loan and credit file documentation to adhere to bank policies and regulatory requirements.
• Coordinate loan closings: order/title reviews, lien searches, appraisals, and escrow calculations.
• Assist with post-closing activities and ensure proper booking and processing of fees.

Skills

Communication

Organization

Teamwork

Professionalism

Integrity

Judgement

Dependability & Flexibility

Technical /PC Skills

Quality Service

Work Quality

Initiative

Education

High school degree or GED

2 Year College degree in business related field preferred

1-2 years BBA or similar experience

Experience in the financial industry preferred

Microsoft Office proficiency

Fiserv & Abrigo experience preferred

Tools

Microsoft Teams

Excel

Word

PowerPoint

Access

Outlook

Fiserv

Abrigo

Job description

Sunrise Banks is seeking a Business Banking Associate to support the Commercial Lending and Portfolio Management teams at the Como branch. The role involves maintaining client relationships, gathering financial data, and handling loan file documentation to ensure compliance with bank policies.

The position emphasizes collaboration with title companies, attorneys, and insurance providers, and requires attention to detail, regulatory awareness, and strong customer service skills.