Hybrid Lending Specialist - Small Business

Company: Disability Solutions
Location: Green Bay
Posted on: May 4, 2024

Job Description:

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.We invite you to view the opportunity below:Primary responsibility is to support the portfolio management and renewal process by sending financial statement letter requests to customers, image supporting documentation and respond to inquiries from existing loan customers or branch colleagues regarding the renewal loan processes. In addition, will assist in the origination of small business renewal loan applications. Additional responsibilities include assisting with managing the maturing loan pipeline and requesting updated or missing financial information from small business renewal loan customers. Will assist with new money origination and service requests when necessry. This position will be located in a centralized environment.This person will also:

• Respond promptly to colleague and customer inquiries received daily regarding small business loan renewals.
• Monitor Centralized shared mailboxes and promptly process or forward emails to proper teams accordingly.
• Image documentation for all loan underwriting related activity.
• Accurately enter small business renewal loan applications and send out financial statement letter requests to customers.
• Assist in managing missing new money and renewal underwriting package information. Request updated or missing financial information, from renewal small business loan customers as a prerequisite to a renewal loan underwriting related activity. Work directly with the lender, or customer, to resolve loan application issues. Recommend extensions to maturity dates as needed.
• Develop and maintain an excellent working relationship with internal customers and colleagues alike. Maintain a positive attitude within the Department by practicing team concepts to achieve common objectives and service standards.
• Maintain current awareness and understanding of appropriate banking laws, regulations and internal policies and procedures to ensure compliance and educate lending team.Review the qualifications listed below:Education
  • Associate's Degree or equivalent combination of education and experience Business, Financing, or Accounting. RequiredExperience
    • Less than 2 years Financial Services RequiredIn addition to core traditional benefits, we take pride in offering benefits for every stage of life.
      • Retirement savings including both 401(k) and Pension plans.
      • Paid time off to volunteer in your community.
      • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
      • Competitive salaries with professional development and advancement opportunities.
      • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
      • Personal banking, loan, investment and insurance benefits.Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.Compliance StatementAssociated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. 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.Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.Associated Bank provides additional assistance to individuals with disabilities throughout the application & interview process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the interview process.Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.Associated Bank is Pay Transparency compliant.

Keywords: Disability Solutions, Green Bay , Hybrid Lending Specialist - Small Business, Other , Green Bay, Wisconsin