Job Expectations: How would you like to work for a great company that offers career growth and values your skills and experience? For over 150 years, Commerce Bank has built a strong reputation as a "Super Community" bank and is recognized as an industry leader. In today's growing and competitive financial services industry, we look for creative and innovative solutions to meet the needs of our customers. To achieve our results, we recruit the best and brightest employees who ask, listen and solve to meet our customers' needs!
The Commercial Banking Assistant (CBA) provides support to commercial relationship and portfolio managers by preparing loan documentation, on-boarding new loans and on-going monitoring of existing loans. The CBA interacts with customers on a daily basis regarding loan advances and repayments, overdraft and fraud determinations, originating account and wire transfers, and problem resolution. In addition, the CBA supports other departmental administrative needs.
Responsibilities include: • Primary customer contact for loan administration issues. • Prepares ELARs, obtains needed approvals, and submits to Commercial Loan Servicing. • Reviews loan documentation for accuracy and completeness prior to execution. • Submits completed loan documentation to CLS and manages the booking process. • Processes real estate documentation including title work, recording, and insurance. • Requests appraisal reviews and flood letters. • Clears documentation exceptions. • Processes loan advances and paydowns, account and wire transfers. • Coordinates new deposit account openings and closings. • Creates and maintains loan documentation files. • Coordinates and processes direct mail campaigns. • Processes daily overdraft approval and fraud verification. • Updates, maintains, and records receipt of financial documents and tracks next due date. • Processes customer maintenance requests on multiple systems. • Handles routine and confidential customer correspondence and other departmental administrative needs. • Skilled at Excel, Word, PowerPoint, ELAR, BDEV, CRISP, Shaw, CAC, and Branch Connections.
Education: High School diploma required - Bachelor's Degree in business/finance or related field is preferred
Experience: • Position requires 2 to 5 years of related experience • Must be knowledgeable on all responsibilities of the job • Must bring a positive attitude and energy to office environment daily • Requires strong communication skills, both verbal and written • Demonstrated ability to develop working relationships with customers • Strong organizational skills, and ability to work independently with little supervision • Ability to manage multiple tasks and achieve deadlines under pressure. • Proficient in Word, Excel, PowerPoint, and comfortable learning/leveraging new technology • Proficient on all of the various systems and all loan documentation Time Type: Full time