Wisconsin Bank & Trust

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Commercial Banking Assistant Lead

at Wisconsin Bank & Trust

Posted: 6/26/2020
Job Status: Full Time
Job Reference #: 20-0512-1

Job Description

Wisconsin Bank & Trust is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"

The Commercial Banking Assistant Lead supports the RM on large complex deals from the initial application processing through closing and booking the transaction, including renewals and modifications. This includes playing liaison between the CBA team, RM, Credit and Loan Operations. This position is also responsible for a team of Commercial Banking Assistants ensuring quality and timely support of their assigned Commercial Bankers’ loan portfolios in accordance with bank guidelines.


1.  Assists commercial loan customers both in person and via phone calls, acting on behalf of the Commercial Bankers, when appropriate and within scope of authority.
2.  Enters loan data (structure, borrowers, collateral, pricing) into LOS System
3.  Works with borrower to collect required documentation (pre-and post-approval) 
4.  Images all necessary documents and creates placeholders in DocMan to build an electronic credit file (New with system)
5.  Requests / pulls compliance / customer verifications (OFAC, Fraud, etc.)
6.  Pulls individual and business credit bureaus
7.  Reviews information / data requests from Credit and other business lines and help  obtain open items
8.  Requests and collects due diligence activities / third party reports (appraisals, environmentals, UCC, title work, articles of good standing, credit report, etc.) - Reg B Compliance
9.  Works with Loan Operations to support pre-closing and closing activities including: collect loan documents from Doc Prep team and review for completeness and accuracy, Confirm closing logistics
10. Engages credit to complete updated financial spreads and other activities (when new financial statements are received from the client and uploaded in DocMan
11. Funds closed loans, processes income and expense fees according to procedures; Reconciles monthly invoices and submits to Accounts Payable.
12. Works with assigned CBA Team, Commercial Bankers and Portfolio Managers to resolve loan documentation issues and clear documentation exceptions within the appropriate time periods.
13. Oversight of CBA team loan exceptions by pulling exception report.
14. Monitors closed loans report and process paid off loans of own loan portfolio and ensures CBAs portfolio’s that report to the CBA Lead are complete in accordance with bank procedures.
15. Monitors and acts on daily, weekly and monthly reports for maturing and delinquent loans; Tickler reports; and Loans to be Funded report; Responsible for tracking trailing documents for all commercial loan files, maintenance of loan ticklers for incoming documents and retention of these documents in the applicable file(s). Ensures CBAs that report to the CBA Lead are also monitoring and taking action.
16. Handles customer accounts including processing loan payments, disbursements and advances, as well as assisting in the monitoring of NSF activity.
17. Coaches/trains new Commercial Banking Assistants that directly report to the Lead on duties and how to support the Commercial-Credit team. 
18. Directly supervises a group of Commercial Banking Assistants
1.  High School diploma; Bachelor's degree (BA or BS), preferred
2.  5-7 years banking experience 
3.  Extensive knowledge and experience of Commercial/Ag lending and banking regulations, department operations, policies and procedures, preferred
4.  Proven experience managing a team
5.  Proficient computer skills, including Windows, Excel, Word, and Outlook
6.  Excellent customer service skills
7.  Effective time management skills with the ability to independently prioritize tasks
8.  Proven ability to work in a fast-paced environment and meet deadlines
9.  Extensive knowledge of required entity documentation for various business entities (Corporations, LLC’s, Partnerships, etc.)
10. Extensive knowledge of proper collateral documentation needed to obtain and perfect all types of collateral
11. Knowledge of government and specialty lending programs, as well as participated loans, preferred

Scheduled Weekly Hours:


Time Type:

Full time

Wisconsin Bank & Trust offers you friendly, exceptional service and great banking products. As a customer, you will have the unique opportunity to develop a relationship with banking professionals who really care about you. We take pride in giving our customers the very best banking experience possible.

Our unmatched dedication to customer service is strengthened by our parent company, Heartland Financial USA, Inc. , a multi billion dollar financial services company that matches our loyalty to the principles of community banking. Our shared values coupled with Heartland's powerful services bring you the personal attention you deserve, backed by the products and services that make Great Things Happen!

Wisconsin Bank & Trust’s team of leaders is fully committed to serving our clients, employees and community.

EOE/AA Employer · M/F/Disabled/Vet

Member FDIC · Equal Housing Lender

Employment at Heartland Financial USA, Inc. is employment at will

Posted 15 Days Ago

Full time


Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!