Commercial Banking Associate
On-siteOconomowoc, Wisconsin, United States
Oconomowoc, Wisconsin, United StatesOn-siteFull TimeEntry LevelMedium
Full TimeEntry LevelMedium
Job Summary
Support construction lending workflows by reviewing contracts, managing contractor information, and tracking draw documentation and project completion. Assist with commercial portfolio administration, including borrower documentation tracking and making regular calls to customers for updated financial statements and tax returns. Coordinate with internal departments for Servicing, Collections, Credit, and SBA matters while providing administrative and operational support to the Commercial Lending team and Chief Lending Officer. Complete additional duties and special projects as assigned.
Required Qualifications
- Bachelor's Degree
- Proficiency in Microsoft Excel and Word
- Strong communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Basic understanding of accounting concepts
Desired Qualifications
- Finance, Accounting, Economics, or a related field
- General familiarity with construction lending or construction project processes
- Exposure to or general understanding of title work, including title commitments, lien positions, and closing documentation
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