Business Banking Specialist
On-site · Holmen, Wisconsin, United States
Job Summary
Lead the origination and processing of commercial loan documentation, assembling and scanning files, and uploading new loans, renewals, and participations into the core system. Manage loan payments, advances, and collateral tracking, monitor insurance documentation and UCC filings, and prepare and send correspondences related to paid-off loans. Closes and organizes loan files and provides service via in-person, phone, and email channels. Participate in training and development opportunities as required to support compliance with federal and state regulations. This role requires high attention to detail, strong organizational skills, professional communication, and the ability to handle confidential information while adhering to bank policies and procedures.
Required Qualifications
- High school diploma or equivalent required with emphasis in business coursework
- Associate’s Degree with accounting or business emphasis preferred
- Minimum of 1+ years of customer service or administrative experience within the banking industry required
- Courteous and professional customer service attitude; excellent verbal and written communication skills
- Ability to maintain the confidentiality of highly confidential client and bank information
- Computer proficiency and data-entry skills; strong organization and follow-up skills
- Basic mathematical skills up to fractions; legible handwriting
- Ability to work under time pressures and stress; effective problem solving and research skills
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