Credit Operations Specialist I - Green Bay at Associated Bank in Green Bay, Wisconsin

Job Description:

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: careers@associatedbank.com

Job Summary
Under general supervision, support the commercial loan function across Corporate Banking, Consumer and Business Banking, Community Markets, Private Banking and Specialized lines of business. Responsible for key components of credit process including financial statement spreading, Personal Cash Flow preparation and maintenance, Due Diligence report ordering, covenant compliance monitoring verifications, portfolio management tickler maintenance and issue research and resolution.

Job Accountabilities

• Prepare financial statement spreadsheets of commercial borrowers utilizing internal software program provided.


• Update customer monitoring for receipt of required periodic financial statements and covenant compliance.


• Order various credit reports for Due Diligence or other research as requested.


• Respond to Trade Credit References.


• Review credit approval for proper set-up of monitoring requirements for correctness. This includes input of annual review dates, financial statement dates, policy exceptions, conditions of approval, appraisal data and other information required to properly monitor new and existing loan facilities.


• Image/attach submitted documents to the on-line file.


• Prepare trend cards for all loans in excess of $10MM and all Highly Leveraged Transactions.


• Prepare personal cash flow for borrower/guarantors by spreading personal tax returns and uploading to spread program.

Education

• Associate's Degree or equivalent combination of education and experience Business, Finance, Accounting or related field or equivalent related experience Required

• 2-4 years Administration, loan operations, finance, or related banking experience. Required

Compliance Statement
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated’s anonymous Ethics Hotline.

Associated Bank is committed to working diligently with any colleague who needs an accommodation perform the essential functions of the job. Please contact the Leaves & Accommodations office to request an accommodation.