Commercial Banking Assistant II-Food

1 month ago

Dubuque, United States Heartland Financial USA, Inc. Full time

HTLF is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

HTLF is a diversified financial services company headquartered in Denver, Colorado. We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency and strength - giving local decision-making the opportunity and insights to focus on customers and growth. Relationships have been the core of our company since its founding in 1981. We're deeply invested in the communities we serve, and that's why our clients choose us as their banking partners.

What's different about a career at HTLF? We believe our employees and their diverse backgrounds, perspectives and skills are our greatest assets. We wouldn't be HTLF without the people with whom we surround ourselves and empower to enrich the lives of our customers, employees and communities. We're dedicated to making HTLF the best place to work - where your opinions are valued, your feedback and ideas are heard, and your opportunities for personal growth and professional development are endless.

COMMERCIAL BANKING ASSISTANT II-Food & Agribusiness

The Commercial Banking Assistant (CBA) II supports the Relationship Manager (RM) from the initial application processing through closing and booking the transaction, including renewals and modifications along with ongoing support for the client needs.

This includes being liaison between the RM, Credit and Loan Operations. Complete oversight and responsibility to drive alignment and communication among all internal team members. Additionally, to ensure that all deals successfully continue to move forward.

The successful CBA II anticipates and executes on all commercial team needs; while guiding, influencing and advising the Relationship Managers for full productivity. Our CBA II makes independent judgment decisions, takes full initiative without waiting for direction, exercises a high level of critical thinking skill and display a dominate presence to ensure each closing is successful.

Primary Responsibilities

  • Manages the loan process and coordinates the ongoing activities of the Portfolio Manager and Commercial Banker in relation to successful origination.

  • Drives the commercial loan process by interacting with loan customers using multiple communication strategies, acting on behalf of the Commercial Bankers, when appropriate and within scope of authority.

  • Guides borrower to collect all required documentation (pre-and post-approval). Enters all loan data (structure, borrowers, collateral, pricing) into LOS System and is accountable for its accuracy.

  • Images all necessary documents and creates placeholders in DocMan to build an electronic credit file (New with system).

  • Oversees the process of compliance and customer verifications to include OFAC and Fraud. Is responsible for adhering to Reg B and flood regulations.

  • Acquires individual and business credit bureaus from 3rd party vendor and provides documents to the Portfolio Manager for Underwriting.

  • Analyzes all information and data requests from Credit and other business lines to secure all open items. Provides all relevant information to the Credit team and other business lines when requested. Reviews all information received from these teams and is responsible for the appropriate disposition.

  • Requests and collects due diligence activities and third party reports (appraisals, environmentals, UCC, title work, articles of good standing, credit report, etc.) and provides them to the Commercial Banker and Portfolio Manager for review.

  • Partners with Loan Operations to support pre-closing and closing activities including: collect loan documents from Doc Prep team, review for completeness, ensure accuracy and accountable for the confirmation of all closing logistics.

  • Engages credit to complete updated financial spreads and other activities (when new financial statements are received from the client and uploaded into the appropriate system).

  • Ensures funding of closed loans, processes income and expense fees per procedures.

  • Obtains exception reports and partners with Commercial Bankers and Portfolio Managers to resolve all loan documentation issues to clear documentation exceptions within the appropriate timeframe.

  • Oversees and processes paid off loans in accordance with bank procedures in a timely and error free manner.

  • Monitors and acts on daily, weekly and monthly reports for maturing and delinquent loans. Ensures that the Deal Team has no administratively delinquent loans. Manage customer accounts by way of processing loan payments, disbursements, advances, and assisting in the monitoring of NSF activity.

  • Reduces Not In Good Order (NIGO) errors and, as a member of the deal team, initiates any actions needed to improve the quality of the loan.

  • Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.


Qualifications

  • High school diploma or equivalency required; associate's or bachelor's degree preferred

  • 3+ years of commercial banking support preferred

  • Strong knowledge of Commercial Banking regulations, department operations, policies & procedures preferred

  • Knowledge of proper collateral documentation needed to obtain and perfect all types of collateral preferred

  • Knowledge of government and specialty lending programs, as well as participated loans preferred

  • Knowledge of required entity documentation for various business entities (Corporations, LLC's, Partnerships, etc.) preferred

  • Good computer skills with the ability to quickly learn complex systems

  • 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

Scheduled Weekly Hours:

40

Time Type:

Full time

The targeted salary for this role is:

$20.01 - $26.01

You may also be offered incentive compensation, and benefits. Benefits may include Medical, Dental, Vision, 401(k), Health Savings Account, Paid Time Off. Actual compensation may vary based on geographic location of the specific role as well as work experience, education, and skills of the selected candidate.

  • Agribusiness Banking Support Specialist II

    2 weeks ago

    Dubuque, Iowa, United States Heartland Financial USA, Inc. Full time

    Heartland Financial USA, Inc. is an equal opportunity employer dedicated to fostering a diverse workforce. We welcome all qualified candidates regardless of race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors.About Heartland Financial USA, Inc. We are a comprehensive...

  • Commercial Banking Support Specialist

    6 days ago

    Dubuque, Iowa, United States Heartland Financial USA, Inc. Full time

    About Heartland Financial USA, Inc.Heartland Financial USA, Inc. is a diversified financial services company headquartered in Denver, Colorado. We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency, and strength - giving local decision-making the opportunity and insights to focus on customers...

  • Commercial Banking Team Lead

    6 days ago

    Dubuque, Iowa, United States Wisconsin Bank & Trust Full time

    About the RoleWe are seeking a highly skilled and experienced Commercial Banking Team Lead to join our team at Wisconsin Bank & Trust. As a key member of our commercial banking team, you will be responsible for leading a team of business bankers and small business specialists, driving business growth, and developing strategic relationships with clients.Key...

  • Ag/Commercial Loan Officer

    4 days ago

    Dubuque, Iowa, United States Access Dubuque Full time

    Job OverviewWe are seeking a highly skilled and experienced Commercial Lending Specialist to join our team at Access Dubuque. As an Agricultural Finance Expert, you will play a crucial role in supporting our clients in the agricultural and commercial sectors by providing them with tailored financial solutions.Responsibilities:Develop and maintain...

  • Senior Vice President of Commercial Lending

    2 weeks ago

    Dubuque, Iowa, United States Access Dubuque Full time

    Position Title: Vice President, Commercial Loan OfficerCompany: Access DubuqueJob Overview:Access Dubuque is expanding its operations and is in search of a seasoned Vice President, Commercial Loan Officer. In this pivotal role, your financial acumen and leadership capabilities will be instrumental in fostering the growth of our organization. We are committed...

  • Senior Vice President, Commercial Lending Executive

    2 weeks ago

    Dubuque, Iowa, United States Access Dubuque Full time

    Position Title: Vice President, Commercial Loan OfficerCompany: Access DubuqueJob Overview:Access Dubuque is expanding its operations and is in search of a seasoned Vice President, Commercial Loan Officer. In this pivotal role, your expertise in finance and leadership will play a crucial part in fostering the growth of our organization. We prioritize...

  • Dietary Assistant

    4 days ago

    Dubuque, Iowa, United States Trinity Health Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Dietary Assistant to join our team at Trinity Health. As a Dietary Assistant, you will play a vital role in providing exceptional food service to our patients and residents.Key ResponsibilitiesAssist in preparing patient/resident trays/meals by having station set up and/or having menu items...

  • Dietary Assistant

    4 days ago

    Dubuque, Iowa, United States Trinity Health Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Dietary Assistant to join our team at Trinity Health. As a Dietary Assistant, you will play a vital role in providing exceptional food service to our patients, residents, and guests.Key ResponsibilitiesAssist in preparing patient/resident trays/meals by having station set up and/or having menu...

  • Dietary Assistant

    3 days ago

    Dubuque, Iowa, United States Trinity Health Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Dietary Assistant to join our team at Trinity Health. As a Dietary Assistant, you will play a vital role in providing high-quality food service to patients and residents, ensuring their nutritional needs are met.Key ResponsibilitiesAssist in preparing patient/resident trays/meals by having...

  • Dietary Assistant

    14 hours ago

    Dubuque, Iowa, United States Trinity Health Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Dietary Assistant to join our team at Trinity Health. As a Dietary Assistant, you will play a vital role in providing exceptional food service to our patients and residents.Key ResponsibilitiesAssist in preparing patient/resident trays/meals by having station set up and/or having menu items...

  • Banking Relationship Manager

    6 days ago

    Dubuque, Iowa, United States Dubuque Bank and Trust Full time

    About the RoleThe Senior Personal Banker will be responsible for delivering exceptional customer experiences in a dual role function. This role will provide an outstanding in-branch customer experience by handling every customer need, including sales and service, consumer loan origination, and teller transactions as needed.Key ResponsibilitiesProvide...

  • Food Preparation Specialist

    7 days ago

    Dubuque, Iowa, United States Access Dubuque Full time

    Job OverviewThe University of Wisconsin-Platteville is seeking a skilled Cook to assist with our high dining needs. Our Cooks perform routine and non-routine food preparation activities, including cooking to order and preparing specialty foods. They train and guide student workers, answer questions, and provide information regarding food preparation and...

  • Commercial Construction Cost Estimator

    2 weeks ago

    Dubuque, Iowa, United States Gpac Full time

    A reputable construction firm is seeking a Commercial Construction Cost Estimator to join their team.This is a remarkable opportunity to advance your career with a well-established contractor that has a solid track record and a robust project pipeline. We are in search of a Commercial Construction Cost Estimator with experience in light commercial projects....

  • Food Service Associate

    2 weeks ago

    Dubuque, Iowa, United States Dubuque Community Schools Full time

    Position Overview:The Food Service Worker plays a crucial role in the efficient operation of the food service department, ensuring that meals are prepared and served to the highest standards.Key Responsibilities:Prepare meals according to established menus, adhering to standardized recipes to guarantee quality in taste and presentation.Execute all food...

  • Commercial Construction Cost Estimator

    2 weeks ago

    Dubuque, Iowa, United States Gpac Full time

    A reputable construction firm is seeking a Commercial Construction Cost Estimator to join their team.This is a remarkable opportunity to advance your career with a well-established contractor that has a solid track record of success and a robust pipeline of projects. We are in search of a Commercial Construction Cost Estimator with experience in light...

  • Substitute Food Service Associate

    2 weeks ago

    Dubuque, Iowa, United States Dubuque Community Schools Full time

    Position Title: Substitute Food Service WorkerJob Overview: This role involves providing essential support in food service operations within the educational environment. The Substitute Food Service Worker will assist in the preparation and serving of meals, ensuring that all food safety and sanitation standards are met.Key Responsibilities:Assist in the...

  • Senior Business Banker

    6 days ago

    Dubuque, Iowa, United States Wisconsin Bank & Trust Full time

    About the RoleWe are seeking a highly skilled and experienced Commercial Banking Team Lead to join our team at Wisconsin Bank & Trust. As a key member of our commercial banking team, you will be responsible for leading a team of business bankers and small business specialists, driving business growth, and developing strategic relationships with clients.Key...

  • Business Development Manager

    6 days ago

    Dubuque, Iowa, United States Wisconsin Bank & Trust Full time

    About the RoleWe are seeking a highly skilled and experienced Commercial Banking Team Lead to join our team at Wisconsin Bank & Trust. As a key member of our commercial banking team, you will be responsible for leading a team of business bankers and small business specialists, driving business growth, and developing strategic relationships with clients.Key...

  • Business Development Manager

    4 days ago

    Dubuque, Iowa, United States Wisconsin Bank & Trust Full time

    Job Summary:The Business Banker Team Lead performs all duties associated with the Business Banker positions, including originating new commercial relationships, cross-selling existing clients, and providing strong leadership to Business Bankers and Small Business Specialists. This position grows commercial deposits, loans, and fee income in a profitable...

  • 24-25 Food Service Worker

    1 month ago

    Dubuque, United States Dubuque Community Schools Full time

    24-25 Food Service Worker JobID: 528 + Position Type: Food Service Worker + Date Posted: 7/5/2024 + Location: Districtwide Contracted Rate: $15.90 per hourIf applying for a specific school and hours, please indicate in cover letter. QUALIFICATIONS PHYSICALIs physically able to work in a standing position for prolonged periods and to walk much of the time...