Business Banking Assistant

at Peoples Bank in Chicago, Illinois, United States

Job Description

JOB SUMMARY

This position is responsible for assisting 3 – 6 Business Bankers with various administrative duties. They would assist with collecting updated documentation and financial information from customers and shepherding a loan request from application to closing. This position will include some direct contact with customers to collect additional information for new and existing loans and assist with inquires.

DUTIES AND RESPONSIBILITIES

Position Responsibilities

Assist with collecting updated financial information and working with Credit Administration to keep files up to date.
Assist with collecting updated insurance
Review overdrafts
Onboard new customers into Salesforce/nCino, (CRM and Loan Underwriting Systems)
Input supplementary information to the file as received, (title work, appraisal, Survey, Entity documents)
Assist in resolving issues that prevent the file from progressing with Credit or Loan Processing
Prepare Financing Proposals
Order Title Work
Review Title Commitments and assist in resolving any exceptions
Prepare Appraisal Engagement Letter request
Prepare Change in Term requests to be reviewed by the Business Banker
Prepare checklists for closing packages
Submit required information to loan processing for loan documents
Review loan documents for accuracy
Assist with E-signing loan documents to customers
Check signed documents for completion prior to booking
Review Borrowing Bases and bring any issues to the Business Banker’s attention
Take minutes at loan committee meetings
Perform other duties and assist on special projects as assigned

RELATIONSHIPS AND CONTACTS

Reports to a Business Banking Team Leader
Maintains strong relationships and collaboration skills with Business Bankers, Commercial Loan Processing Team, and Credit.

QUALIFICATIONS

5+ years experience in Business Banking and Credit preferred
Real estate lending knowledge and documentation preferred
Strong communication skills and customer service experience
Strong analytical and problem solving skills with effective written and verbal communication skills
Excellent interpersonal skills
Strong time management and organization skills
Strong Windows-based PC and software skills (Word, Excel, Power Point, Outlook, Teams, Zoom, Onboard, etc.)

ABOUT US

For over 100 years, Peoples Bank has maintained a philosophy of commitment to the customer, a belief that has allowed Peoples Bank to thrive and continue to serve the people of the south suburbs of Chicago and Northwest Indiana. It’s the same philosophy that drives Peoples now as it did in 1910 when the Bank first opened for business.

Headquartered in Munster, Indiana, Peoples Bank has 6 branches in Illinois and 16 branches in Northwest Indiana. We provide a wide range of consumer, business and wealth management products along with electronic banking services, as well as a tradition of high-quality performance. Peoples was chosen as a “Best Bank To Work For” for five consecutive years.

Peoples is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://www.applicantpro.com/j/1861891-404791