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Commercial Banking Assistant I

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Wisconsin Bank & TrustOlathe, KS
  • Location: BBV-Overland Park Banking Center and Corporate Headquarters
  • Wisconsin Bank & Trust is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients.
  • As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees.
  • Join a team that makes "Great Things Happen!"
  • The Commercial Banking Assistant(CBA) I assists Commercial Banking Assistant Leads, learning the primary responsibilities of being a Commercial Banking Assistant II, from the initial application processing through closing and booking the transaction, including renewals and modifications along with ongoing support for the client needs.
  • Partners with a more senior CBA (CBA) to service commercial loan customers both in person and via phone calls, taking action on behalf of the Commercial Bankers, at the direction of the CBA.
  • With direction of a CBA enters loan data (structure, borrowers, collateral, pricing) into LOS System
  • Works with borrowers to collect required documentation (pre-and post-approval) once trained and requested
  • Assists a CBA with imaging all necessary documents and creates placeholders in DocMan to build an electronic credit file
  • Requests / pulls compliance / customer verifications (OFAC, Fraud, etc.)
  • at the request of the CBA
  • Pulls individual and business credit bureaus
  • Assists the CBA with reviewing information / data requests from Credit and other business lines and helps obtain open items
  • With direction of the CBA requests and collects due diligence activities / third party reports (appraisals, environmentals, UCC, title work, articles of good standing, credit report, etc.)
  • - Reg B Compliance
  • With direction of the CBA works with Loan Operations to support pre-closing and closing activities including: Collect loan documents from Doc Prep team and review for completeness and accuracy, Confirm closing logistics
  • Assists the CBA with pulling exception reports and works with assigned Commercial Bankers and Portfolio Managers to resolve loan documentation issues and clear documentation exceptions within the appropriate time periods.
  • With direction of the CBA processes paid off loans in accordance with bank procedures.
  • With direction of the CBA funds closed loans, processes income and expense fees according to procedures
  • Partners with the CBA with monitoring and acts on daily, weekly and monthly reports for maturing and delinquent loans
  • Assists the CBA Leads with handling customer accounts including processing loan payments, disbursements and advances, as well as assisting in the monitoring of NSF activity.
  • High School diploma/Associate Degree preferred
  • 1-3 years banking experience or training, preferred
  • Proficient computer skills, including Windows, Excel, Word, and Outlook
  • Excellent customer service skills
  • Effective time management skills with the ability to independently prioritize tasks
  • Proven ability to work in a fast-paced environment and meet deadlines
  • Data entry experience, preferred

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