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Business Banking Assistant
2 months ago
** Must be able to commute to the La Crosse, WI office.**
The Business Banking Assistant provides loan support for consumer, commercial, commercial real estate, and construction loans. Assists lenders and customers with various types of loans by preparing, processing and maintain loan documents as directed. May be asked to provide training and work direction to other Loan Coordinators on behalf of the Loan Operations Manager.
About Coulee Bank
Coulee Bank is a family owned community bank with a long-standing tradition of excellent service with strong roots within the communities we serve. Our mission is simple: Doing the Right Thing for Our Clients & Colleagues
Build a career in the financial industry with pathways for advancements
We recognize that our success is based on the quality and dedication of our team members. That's why we will continually invest in your growth by providing ongoing training and professional development opportunities that deepen your skills and optimize your expertise in the financial industry.
A Day in the Life of a Business Banking Assistant:
- Prepare loan documentation in accordance with loan policy guidelines and compliant with regulatory requirements. Prepare correspondence and documentation promptly and accurately. Files and/or scan loan documents as needed in a timely manner.
- Assist customers with loan and deposit questions in person, on the phone, and via e-mail.
- Assist in preparing loan input sheets and determining the appropriate documents for respective closing and/or renewals. When required, order appraisal, title work, prepare closing statements, obtain flood certifications, and facilitate document signing.
- Pre-loan Closing: Complete UCC to determine good standing, complete property tax look up, work with customer to obtain corporate documents for new clients to include property insurance, miscellaneous items, and complete HMDA inputs.
- Booking Loans: Complete tickler se-up, filing UCC's, filing mortgages, booking loan fees, and assisting with administrative duties related to participation of loans.
- Work with customers in determining loan balances and interest paid to date. Accurately quote payoff information when requested.
- Promptly perfect collateral liens. Set up ticklers to monitor receipt of collateral and financial documents.
- Prepare and organize file for scanning. Type correspondence, notices, and reports as requested.
- Ensure that the banks loan exceptions are kept to a minimum as reported by bank regulators.
- Assist loan officers in disbursement of funds for construction notes. This includes obtaining draw requests, reviewing, invoices, reviewing lien waivers, making checks, and summarizing all disbursements to date in comparison to original projections in an accurate and timely manner.
- Follow all established security and internal control procedures to protect the assets of the Bank and its customers.
- Establish and carry out notary public duties in compliance with applicable regulations.
- Prepare a variety of reports and correspondence as needed to effectively and professionally transact business for the bank.
- Maintain proficiency in using all applicable software to this position.
- Participate in training to ensure knowledge of all pertinent procedure and regulatory requirements to perform all aspects of this position in a competent manner.
- Provide administrative support for floorplan deals: advancing, paydowns, title maintenance, updating floorplan worksheet.
- Assist with SBA Documentation during the application process, underwriting, closing, and post-closing.
- Update SBA ETR.
- Plan for loan approval, servicing and post-closing documentation.
- Organize and maintain SBA 10 Tab Organization.
- Assist lender with SBA annual review documentation requests.
The duties and skills outlined in this job description require performance factors that allow a person to meet or exceed the expectations of the bank in successfully performing the role:
- Prior banking experience and loan processing are strongly desired.
- Ability to prioritize and work independently with minimal supervision in a fast-paced office.
- Excellent verbal and written communication skills, and ability to effectively work with all levels of organization.
- High level of integrity and confidentiality required.
- Organized with the ability to prioritize.
- Customer service focused, self-starter willing to think outside the box to come up with solutions that meet regulatory compliance.
- Willingness to learn. Continuous learning, learning SBA and new processes.
- Strong attention to detail along with excellent analysis, observation, problem solving, and decision making skills.
- Proficient use of Microsoft products (Word, Excel, Outlook, etc.), as well as banking software (Jack Henry experience desirable).
- Prior experience working with SBA is desired.
Coulee Bank Perks and Benefits
- Generous Compensation and Benefits Package
- 401K Match
- Profit Sharing
- $300 Health and Wellness Reimbursement
- $100 Coulee Clothing Attire
- Tuition reimbursement
- Paid Volunteer Time
The likely salary range for this position is $23.00 - $28.00 per hour, this is however, not a guarantee of compensation or salary. Salary will be determined based on experience and could fall outside of this range.
Coulee Bank is an equal opportunity employer committed to creating a diverse workforce. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
Compensation details: 23-29 Hourly Wage
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