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Commercial Relationship Specialist

ASSOCIATED BANK NA

MILWAUKEE, WIJobSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
MILWAUKEE, WI
Work Authorization
Not specified

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Job overview

The Commercial Relationship Specialist provides administrative and relationship support to Associated Bank’s Commercial Banking team through loan closing and relationship management. The role supports loan preparation, documentation, funding, deposit services, and ongoing portfolio administration, while working with customers, counsel, and business partners. It also involves reviewing bank-system entries, resolving issues with colleagues, and adhering to legal, compliance, and regulatory standards.

Skills & qualifications

RequiredNice to have

Skills

Loan DocumentationLoan ClosingPortfolio AdministrationFinancial ReportingBanking SystemsCustomer Service

Full job description

JOB REQUIREMENTS: At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Provide administrative and relationship support to the Commercial Banking team through the loan closing and relationship management process, which includes completing loan preparation, review, documentation and funding, and providing deposit support to the team. The team may include Business Segment Leader, Team Leaders, Relationship Managers (RMs), Portfolio Managers (PMs), Commercial Relationship Specialist Leads/Manager, and other Commercial Banking team members. Assist the RMs and PMs with monitoring and managing the ongoing life of a loan portfolio including the handling of client's financial reporting. Review reporting to ensure proper entries are made in the bank systems (CoreBank, Ambit, Stucky, SalesPro etc) and work with other team members to resolve any potential issues. May have specialized knowledge and system access depending on the line of business supported. Ensure adherence to standards and regulatory requirements. Work directly with business customers, outside counsel, and business partners to address needs, solve problems and provide superior customer service. Complete projects as assigned.Job Accountabilities * LOAN CLOSINGS - Serve in an active role on the deal team, which includes coordinating all aspects of required loan documentation including but not limited to ordering all due diligence documentation, reviewing loan documents for accuracy in partnership with the deal team, closing the loan with the client, and working with Commercial Loan Services and outside counsel to ensure proper documentation. Perform ongoing maintenance to a portfolio of clients, while adhering to legal documentation and compliance guidelines which could include complex participation loan transactions. * PORTFOLIO / COLLATERAL ADMINISTRATION - Provide support through life of loan by leveraging online bank systems to process daily transactions based upon customer requests and review of customer financial... For full info follow application link. The employment policy of Associated Banc-Corp, and its subsidiaries and affiliates ("Associated") provides equal opportunity to all persons. We support a diverse and inclusive work environment where colleagues are respected, treated fairly, and given equal opportunities to perform to their fullest potential. We believe it is only with a diverse and inclusive workplace that the organization can truly perform at its best, carry out its vision, and make a difference for the communities we serve. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/315407A9400142FB

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