Commercial Banking Associate II

2 weeks ago


Odessa, Texas, United States Heartland Financial USA, Inc. Full time

Job Title: Commercial Banking Assistant II

Company: Heartland Financial USA, Inc.

Heartland Financial USA, Inc. is a prominent financial institution committed to cultivating a diverse workforce and delivering outstanding community banking solutions. With a strong presence in the financial sector, we emphasize local decision-making and nurturing customer relationships.

Role Overview:

The Commercial Banking Assistant II is instrumental in aiding the Relationship Manager throughout the complete loan lifecycle, from initiation to closure and further. This role demands excellent communication abilities and the capacity to work collaboratively with internal teams to guarantee the success of each transaction.

  • Oversee the loan process and coordinate efforts between the Portfolio Manager and Commercial Banker.
  • Facilitate the commercial loan process by engaging with loan clients and stakeholders.
  • Gather and maintain all necessary documentation while ensuring the precision of loan information.
  • Ensure compliance and perform verifications to meet regulatory standards.
  • Work alongside various teams to address all outstanding items and rectify documentation discrepancies.
  • Assist in pre-closing and closing processes.
  • Monitor loan accounts and promptly address any arising issues.

Qualifications:

  • High School diploma is required; a Bachelor's degree is preferred.
  • 3-5 years of experience in commercial banking.
  • Familiarity with commercial lending regulations and operational procedures.
  • Proficient in Microsoft Office Suite.
  • Exceptional customer service and time management capabilities.

Work Schedule:

This is a full-time position that may require occasional standing, walking, and lifting.

Compensation:

The expected salary for this position is $24.45 per hour, along with a comprehensive benefits package that includes medical, dental, vision, and 401(k) options.



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