Business Banking Specialist - Michigan
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Skills
data entrymicrosoft 365underwriting
About the role
The Opportunity: We are seeking a full time Business Banking Specialist to join our team in Michigan. This role is responsible for providing support to Business Bankers and clients from origination to closing, including pre- and post-closing documentation, preparing loan packages, and attending loan closings. Effectively balance service, quality, compliance and relationship building with internal and external partners.
What You’ll Do:
Provide administrative support for Business Bankers, including drafting and finalizing correspondence, copying and data input.
Perform loan administration activities for the Business Banking group including processing, closing, funding, monitoring and maintaining files with current information.
Prepare required documentation for loan submission to obtain approval.
Coordinate the collection of data for pipeline reporting, tracking, production reporting and loan status.
Ensure the work-in-process report is updated to reflect all changes to loans in process.
Prepare lists for borrowers identifying outstanding items needed for credit underwriting and closing.
Serve as the secondary point of contact for Business Bankers, including third party vendors and internal partners for information and loan processing.
Perform, monitor and track the tax verification process, including implementing standard procedures.
Complete required regulatory training.
What You’ll Need:
Bachelor’s degree or equivalent experience.
Three years of commercial member assistance, financial services, or sales experience.
Strong attention to detail.
Ability to organize, plan and prioritize work to accomplish goals within established deadlines.
Ability to focus on key issues and make decisions under pressure of time constraints.
Proficient in Microsoft 365.
Demonstrated analytical and problem-solving skills.
Able to initiate and embrace change.
Excellent interpersonal skills, including written and verbal communication, and ability to work in a team environment.
What You’ll Do:
Provide administrative support for Business Bankers, including drafting and finalizing correspondence, copying and data input.
Perform loan administration activities for the Business Banking group including processing, closing, funding, monitoring and maintaining files with current information.
Prepare required documentation for loan submission to obtain approval.
Coordinate the collection of data for pipeline reporting, tracking, production reporting and loan status.
Ensure the work-in-process report is updated to reflect all changes to loans in process.
Prepare lists for borrowers identifying outstanding items needed for credit underwriting and closing.
Serve as the secondary point of contact for Business Bankers, including third party vendors and internal partners for information and loan processing.
Perform, monitor and track the tax verification process, including implementing standard procedures.
Complete required regulatory training.
What You’ll Need:
Bachelor’s degree or equivalent experience.
Three years of commercial member assistance, financial services, or sales experience.
Strong attention to detail.
Ability to organize, plan and prioritize work to accomplish goals within established deadlines.
Ability to focus on key issues and make decisions under pressure of time constraints.
Proficient in Microsoft 365.
Demonstrated analytical and problem-solving skills.
Able to initiate and embrace change.
Excellent interpersonal skills, including written and verbal communication, and ability to work in a team environment.