• LOAN CLOSINGS - Coordinate all aspects of required loan documentation including but not limited to ordering due diligence documentation, reviewing loan documents for accuracy in partnership with deal team, closing the loan with the client, and working with Commercial Loan Services and outside counsel to ensure proper documentation. Perform ongoing maintenance to a portfolio of clients, while adhering to legal documentation and compliance guidelines which could include complex loan transactions with little direction from manager.
• PORTFOLIO / COLLATERAL ADMINISTRATION - Provide support through life of loan by leveraging online bank systems to process daily transactions based upon customer requests and review customer financial information. Proficiently analyze collateral and financial reports received on a daily/weekly/monthly basis with supporting documentation provided by the borrower. Work with clients to validate any discrepancies, collect past due financial and legal documentation and ensure accurate reporting is being presented to the bank for collateral and financial monitoring. This would include monitoring and updating internal systems, reporting and tracking data that is crucial to managing the portfolio. Minimal input and direction from Commercial Relationship Specialist Leads to ensure quality customer service is maintained and all daily/monthly transactions for Commercial Banking customers can be properly documented within bank systems.
• CUSTOMER SUPPORT - Independent involvement in client and prospect correspondence. Service clients and affiliates by solving problems and complex questions to ensure superior customer service and support which may entail reaching out to business partners for handling various service requests. Function as liaison between operations/support departments, Commercial Banking teams and customers. May work with clients on fraud, overdrafts, and wire issues. Work to establish contacts within the operations and support departments. Act as central resource area for Commercial Banking issues including referring clients to business partners. Provides back-up to other team members, as needed.
• LEARNING AND DEVELOPMENT - Work with Relationship Managers and Portfolio Managers to ensure the portfolio administration and risk management of each client relationship complies with established Associated Banc-Corp credit policy, procedure and business strategy as well as commercial and regulatory guidelines. Maintain current awareness and understanding of appropriate internal policies and procedures, and to fully comply with the same. Attend and/or possibly assist with leading training sessions for new and existing team members to continuously work to improve and develop further knowledge and skill set to grow within role. Provide support on various projects as needed by Commercial Banking team to allow for efficiencies and technical improvements which will allow Associated Bank to compete with competitors in the market.