commercial loan manager

United Bankers' Bank

<div>As a Commercial Loan Portfolio Manager at United Bankers' Bank, your analytical thinking, passion for finance, and talent for relationship building will support our dynamic lending team and play a critical role in ensuring the health of our loan portfolio, supervising the renewal cycle, providing strategic recommendations on risk ratings, and driving the success and growth within the UBB lending department 


The ideal candidate will be located in the Twin Cities and will have the option to work a hybrid schedule in the office 3 days per week, Tuesday &ndash; Thursday, after the initial training period. 

Essential Responsibilities
<ul><li>
Analyzes and underwrites Commercial customers and credit products that include Commercial Real Estate [CRE], Commercial and Industrial [C&amp;I] businesses, agriculture, bank holding companies and their subsidiary banks and individuals.</li><li>
Possesses considerable knowledge of Commercial credit policies, credit analysis, procedures and philosophy.</li><li>
Demonstrated financial and risk analysis skills.</li><li>
Has experience in structuring various types of Commercial credit and evaluating collateral with respect to value, marketability and control.</li><li>
Provides ongoing administration of an assigned loan portfolio including review of the financial and business status of the borrower and recommending risk rating changes when appropriate.</li><li>
Supervises the loan renewal cycle and works with the lender to facilitate credit approval and loan documentation as needed.
</li><li>Conducts annual reviews as part of ongoing portfolio monitoring.</li><li>
Resolves credit problems, delinquent payment issues and other related affairs.</li><li>
Monitors loan covenants to ensure compliance and follow-ups on any covenant violations.</li><li>
Develops strong relationships and ensures prompt communication with client banks and borrowers via written or verbal correspondence.
</li><li>Sends and tracks correspondence and follows up on loan requests in a timely manner.</li><li>
Verifies that loan bookings directly correlate with the terms of the approval.</li><li>
Assists Credit Administration management in preparing reports on loan portfolio metrics.
</li></ul>Knowledge, Skills &amp; Abilities
<ul><li> Bachelor&rsquo;s degree with formal credit training or MBA
</li></ul><ul><li> 5+ years of experience in Commercial underwriting and Credit Administration activities.
</li></ul><ul><li> Previous experience as a Portfolio Manager in a Commercial Banking setting preferred</li></ul>
<ul><li> Excellent verbal and written communication skills</li></ul>
<ul><li> Technical aptitude</li></ul>
<ul><li> Problem solving and presentation skills</li></ul> 


Benefits
<ul><li> Medical, Dental, and Vision</li></ul>
<ul><li> HSA with a generous company contribution</li></ul>
<ul><li> Medical and Dependent Care Flexible Spending Accounts</li></ul>
<ul><li> 401(k) plan with a 3% company contribution, plus up to an additional 1% match -Roth option available</li></ul>
<ul><li> 12 Paid holidays</li></ul>

To continue to learn more about our superior benefits package and apply for this position, please visit our Careers page at https://www.ubb.com/about-us/careers. 

Pay Range
<ul><li> $90,000.00 - $115,000.00 Salary; depending on education, qualifications, experience</li></ul>
<ul><li> Annual bonus target: 8% of annual pay dependent on company and personal performance
</li></ul>Headquartered in Richfield, MN and chartered in 1975, United Bankers&rsquo; Bank (UBB) is the nation&rsquo;s first bankers&rsquo; bank. Today, UBB has over $1 billion in assets, and is a trusted correspondent banking partner to over 1,000 community banks from the West Coast to the Great Lakes and South Atlantic. Our &ldquo;First for Your Success&rdquo; motto is a guiding principle that establishes the success of each and every customer and UBB employee as our number one priority. 

United Bankers&rsquo; Bank is an EEO/AA employer: All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status or any other characteristic protected by law.</div>

Commercial Loan Portfolio Manager

Farmers National Bank of Canfield

<div>
 Job Details
 
 
 
 Description
 
 
 
 
 SUMMARY:
 
 Under the supervision of the Reporting Managers, this associate is responsible for supporting the Relationship Managers in all phases of the commercial relationship management process, including acquiring and closing new loan originations and renewals, portfolio administration, as well as providing customer service
 
 
 to clients and working with internal departments and partners on both product/service delivery and resolution of issues.
 
 
 
 ESSENTIAL DUTIES and RESPONSIBILITIES
 
 include, but are not limited to the following:
 
 
 <ul>
 <li>
 Prepare proposal and commitment letter
 </li>
 <li>
 Assist in the scheduling of appointments and maintenance of the calendar as requested
 </li>
 <li>
 Prepare loan documents through the use of Laser Pro Software or coordination with outside legal counsel
 </li>
 <li>
 File appropriate documents (mortgages, UCC, etc) once they are signed and process appropriate disbursement requests; forward the completed loan package to Commercial Loan Servicing for booking on the system. Follow up on document and financial exceptions as needed
 </li>
 <li>
 Assist with month-end reporting as requested
 </li>
 <li>
 Monitor delinquencies and notify the Reporting Manager of those that will be 30 days or longer delinquent at month&rsquo;s end
 </li>
 <li>
 Monitor daily NSF&rsquo;s
 </li>
 <li>
 Assist with loan portfolio reviews
 </li>
 <li>
 Assist with delinquency collection, matured loans, and other account maintenance
 </li>
 <li>
 Respond to and resolve customer and branch service issues, (both loan and deposit), by researching issue and working with appropriate Bank areas to resolve problem
 </li>
 <li>
 Participate in client calls as appropriate
 </li>
 <li>
 Order departmental supplies and support office equipment
 </li>
 <li>
 Coordinate ordering of appraisals, title work, flood searches, and other tasks as needed
 </li>
 <li>
 Daily monitor the loan maturity forecast report
 </li>
 <li>
 Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money laundering procedures. Maintain compliance with all appropriate rules and regulations
 </li>
 <li>
 Regular, predictable attendance is an essential requirement of this position
 
 
 </li>
 </ul>
 
 EDUCATION And EXPERIENCE
 
 
 
 <ul>
 <li>
 High School diploma or General Education degree (GED)
 </li>
 <li>
 NMLS certification may be required (or obtained upon hire)
 </li>
 <li>
 Minimum of three (3) years administrative support experience in a lending department; Commercial lending concept and loan documentation preferred
 </li>
 <li>
 Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected
 </li>
 <li>
 Ability to clearly and effectively communicate both verbally and in writing
 
 
 </li>
 </ul>
 E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
 
 
 Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
</div>

Commercial Loan Administrative Assistant

State Bank Northwest

SUMMARYThe position of Commercial Loan Processor is responsible for preparing commercial, Ag, SBA, consumer &amp; TRID loan documentation; process customer loan payments and advances; boards loan to core system and images loan documentation; promotes business for the Bank by maintaining excellent customer relations. This is a full-time, on-site position M-F.ESSENTIAL DUTIES&middot; Completes commercial and Ag loan documentation&middot; Understanding of UCC/Real Estate/Crop collateral documentation requirements &amp; perfection&middot; Prepares Consumer loan document requests&middot; Understanding of Loan Estimate and Closing Disclosure requirements&middot; Reviews loan documentation for accuracy&middot; Boards signed loans to core maintaining data integrity&middot; Responsible for the disbursement of new loan funds&middot; Indexing of loan documentation to imaging system&middot; Prepare and maintain collateral files, ensuring complete and accurate documentation&middot; Process paid off loans &amp; collateral release&middot; Insurance tracking &amp; follow-up&middot; Detail and accuracy are a must&middot; Be able to effectively prioritize in a high-paced environmentJob Type: Full-timePay: $25.00 - $33.00 per hourBenefits:<ul><li>401(k) matching</li><li>Dental insurance</li><li>Flexible spending account</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>How many years of LaserPro experience do you have?</li></ul>Education:<ul><li>High school or equivalent (Preferred)</li></ul>Experience:<ul><li>Commercial Document Preparation: 2 years (Required)</li></ul>Work Location: In person

Commercial Loan Processor

Washington Trust Bank

<div>This role is primarily responsible for the servicing of Commercial loans including but not limited to preparing commercial loan documentation, loan boarding, collateral perfection &ndash; including but not limited to; real estate, UCC and titled vehicle secured, processing of related financial transactions, and loan reconciliation functions.

Location: This role is open to candidates within Washington Trust Bank&rsquo;s footprint of Washington, Idaho, and Oregon. A hybrid work schedule is available after training, combining remote and onsite work. Regular, reliable attendance is required.

Schedule: Monday thru Friday, 8:00am - 5:00pm.

Essential Functions:
<ul>
<li>Handle loan boarding and collateral perfection.</li>
<li>Audits and reviews loan documents for a variety of commercial loan products to ensure compliance with regulatory and policy issues.</li>
<li>Responsible for handling loan package requests from bank lenders and determining required documentation for specific loan type and conditions.</li>
<li>Orders and verifies supporting documentation. Reviews documents for accuracy and completeness. Manipulates systems and uses knowledge to create effective loan packages.</li>
<li>Prepares appropriate documentation for collateral to be pledged. Ensures accuracy and completeness for perfection and government regulations.</li>
<li>Effectively communicate with other departments in the Bank, collaborating with internal and external customers to ensure a successful customer experience.</li>
</ul>
Qualifications:
<ul>
<li>Proficient knowledge of loan documentation, collateral perfection, and general loan servicing, as well as bank, federal, and state policies and requirements.</li>
<li>Experience with LaserPro, BakerHill NextGen, Jack Henry Silverlake or similar loan servicing, boarding and collateral perfection platforms preferred.</li>
<li>Minimum of 1-3 years of experience working in a loan servicing or administrative environment is required.</li>
<li>Strong knowledge of lending laws, regulations and business loan documentation. Knowledge of flood regulation is a plus.</li>
<li>Demonstrated accuracy in working with detailed data in a deadline-oriented environment.</li>
<li>Demonstrated ability to quickly adapt to and utilize systems and applications.</li>
<li>Strong telephone and interpersonal communication skills.</li>
<li>Ability to effectively prioritize work projects to meet deadlines.</li>
</ul>
Pay Range:
Loan Servicing Specialist II- $20.67 - $31.03 
Loan Servicing Specialist III- $22.50 - $33.76

The compensation range represents the low and high end of the base compensation range for this position located in Central/Eastern Washington area. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. 
 
Candidates in Portland, OR metro area can anticipate a pay range of:

Loan Servicing Specialist II- $25.83 - $38.78 
Loan Servicing Specialist III- $28.13 - $42.20

Candidates in Seattle and Bellevue, WA metro area can anticipate a pay range of: 
 
Loan Servicing Specialist II- $28.93 - $43.44 
Loan Servicing Specialist III- $31.51 - $47.26 

What Our Culture Can Offer You:

Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.

Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.</div>

Commercial Loan Servicing Specialist II-III

U.S. Bank

<div>At U.S. Bank, we&rsquo;re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at&mdash;all from Day One.<h2 class="jobSectionHeader">
Job Description</h2>
Responsible for reviewing and/or negotiating Commercial Real Estate (CRE) loan documents, while protecting the bank&rsquo;s interest, and providing management of a loan portfolio from the time the loans are approved until pay-off or maturity. In addition to construction and term loans, a typical loan portfolio may include unsecured and secured borrowing base lines of credit, subscription lines, and various other complex loan products. The CRE Administrator is an integral member of the Deal Team, and ensures protection of the Bank&rsquo;s interest while providing a high level of customer service.
This role is Monday-Friday 8am-5pm and requires working from the posted U.S. Bank location three (3) or more days per week.<div>
Basic Qualifications 
<ul><li>Bachelor&rsquo;s degree, or equivalent work experience</li><li>Must meet the requirements to be commissioned as a Notary Public</li><li>Two to three or more years experience in CRE loan administration or at least five years transferable experience in Commercial loan administration</li></ul></div><div>
Preferred Skills/Experience 
<ul><li>Advanced level of knowledge in all areas of Commercial Real Estate (CRE) lending including, but not limited to, letters of credit, tax credit transactions, borrowing base lending, multi-phased construction and transactions secured by multiple collateral properties</li><li>Strong technical expertise in the closing and loan management functions</li><li>Demonstrated ability to close complex CRE loans and manage a CRE loan portfolio</li><li>Thorough knowledge of CRE finance, law, documentation, accounting, and data systems</li></ul></div>
If there&rsquo;s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members&rsquo; whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:<ul><li>
Healthcare (medical, dental, vision)</li><li>
Basic term and optional term life insurance</li><li>
Short-term and long-term disability</li><li>
Pregnancy disability and parental leave</li><li>
401(k) and employer-funded retirement plan</li><li>
Paid vacation (from two to five weeks depending on salary grade and tenure)</li><li>
Up to 11 paid holiday opportunities</li><li>
Adoption assistance</li><li>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</li></ul>
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $68,850.00 - $81,000.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.</div>

Commercial Real Estate Loan Admin

<div>
 Job Details
 
 
 
 Description
 
 
 
 
 ESSENTIAL DUTIES and RESPONSIBILITIES
 
 include, but are not limited to the following:
 
 
 <ul>
 <li>
 Sell business products and services to commercial customers and prospects as opportunities occur or required by management, typically through personal calling efforts or internal/external referrals
 </li>
 <li>
 Analyze credit worthiness of commercial borrowers and make recommendations for extending credit
 </li>
 <li>
 Develop sales proposals, coordinate preparation of commitment letters, and make sales presentations to clients and prospects.
 </li>
 <li>
 Promote and cross-sell other Bank services to existing and prospective clients
 </li>
 <li>
 Oversee preparation of legal documents for loan closings
 </li>
 <li>
 Monitor risk in loan portfolio and take appropriate action to indemnify and minimize credit risk. Effectively manage collateral and documentation exceptions
 </li>
 <li>
 Maintain portfolio delinquency at levels acceptable to management
 </li>
 <li>
 Interact with operational and technical areas to resolve problems
 </li>
 <li>
 Be active in community/civic/professional organizations that promote the bank and engender networking opportunities
 </li>
 <li>
 Adhere to all appropriate service standards
 </li>
 <li>
 Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money laundering procedures. Maintain compliance with all appropriate rules and regulations.
 </li>
 <li>
 Regular, predictable attendance is an essential requirement of this position
 
 
 </li>
 </ul>
 
 EDUCATION And/or EXPERIENCE
 
 
 
 <ul>
 <li>
 Bachelor degree in Business Administration or Finance
 </li>
 <li>
 Minimum of three (3) years experience as a commercial lender
 </li>
 <li>
 Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected
 </li>
 <li>
 Ability to clearly and effectively communicate both verbally and in writing
 </li>
 <li>
 Frequent travel will be required using reliable personal transportation
 
 
 </li>
 </ul>
 E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
 
 
 Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
</div>

Commercial Lending Relationship Manager

TI Automotive

<div>
 
 
 Job Summary:
 
 
 
 Commercial Finance Manager provides financial analysis, supports business decisions for sales and pricing, and partners with commercial teams to manage budgets, forecasts, and strategic plans. Key responsibilities include developing financial models for investments, analyzing commercial contracts, monitoring profitability, and reporting on financial performance to drive profitability. This role requires strong analytical and financial modeling skills, coupled with excellent communication to work with non-finance stakeholders.
 
 
 This is a hybrid position (Monday-Thursday in-office; Friday remote).
 
 
 
 
 
 
 Job Responsibilities:
 
 
 <ul>
 <li>
 Responsible for managing programs in development and current production programs to achieve and maintain the approved business case metrics
 </li>
 <li>
 Provide sound business cases, cost analysis, margin analysis, product, and customer portfolio analysis in close cooperation with the Supply, Manufacturing and Business Development departments
 </li>
 <li>
 Great broad skill set includes analytical, communication, strategic thinking, and technical knowledge of the products
 </li>
 <li>
 Outstanding organization and documentation skills and high attention to analytical details
 </li>
 <li>
 Provides leadership in communication, character, critical thinking, change mastery, conflict resolution, &amp; coaching and teaming
 </li>
 <li>
 Develop New Business Plans which assess IRR and EBITDA
 </li>
 <li>
 Support Quotations to be submitted to Customers
 </li>
 <li>
 Work with a complex bill of material to understand and cost a product, and related cost drivers
 </li>
 <li>
 Work with a variety of manufacturing processes and related costs
 </li>
 <li>
 Able to develop customer financial strategies, evaluate business cases, manage all aspects of the quote process and communicate effectively
 </li>
 <li>
 Co-pilot with program management to provide financial transparency to facilitate solid decision making
 </li>
 <li>
 Co-pilot with program management in managing risks &amp; opportunities
 </li>
 <li>
 Attend project team meetings
 </li>
 <li>
 Follow-up on open financial issues until they are resolved
 </li>
 <li>
 Perform monthly financial updates for top management (Program Reviews, Launch Readiness Review, etc.)
 </li>
 <li>
 Understands the automotive industry, market forces, customer systems, target setting process and typical negotiating strategies
 </li>
 <li>
 Set cost targets for suppliers, support Make vs Buy Decisions
 </li>
 <li>
 Providing input for plants/engineering/tooling for Profit Plan/Forecast
 </li>
 <li>
 Control development spending, and challenge the team to identify ways to reduce cost
 </li>
 <li>
 Initiate and support product cost reduction efforts
 </li>
 <li>
 Other duties as assigned
 </li>
 </ul>
 
 
 
 
 
 Job Qualifications:
 
 
 <ul>
 <li>
 A Bachelor&rsquo;s Degree is required in Business, Finance, Business Administration or Engineering
 </li>
 <li>
 Minimum of 5 years&rsquo; experience related to financial management or project management
 </li>
 <li>
 Strong finance skills and familiarity with business case preparation - financial metrics (IRR%, EBIT, EBITDA)
 </li>
 <li>
 Project management skills and proven history of successful completion on independent assignments
 </li>
 <li>
 Ability to multi-task and problem-solve in a fast-paced, changing environment
 </li>
 <li>
 Demonstrates keen sense of priorities, inspire others with forward looking orientation
 </li>
 <li>
 Strong organizational and interpersonal skills, ability to communicate and manage well at all levels of the organization and with staff at remote locations
 </li>
 <li>
 Excellent oral and written communication skills
 </li>
 <li>
 Manufacturing facility experience is preferred
 </li>
 <li>
 Automotive experience is preferred
 </li>
 <li>
 Proficient in advanced MS Excel
 </li>
 </ul>
 
 
 
 
 
 Competencies:
 
 
 <ul>
 <li>
 Result Focus: Focuses on desired outcomes and how to best achieve them. Gets the job done efficiently and effectively.
 </li>
 <li>
 Safety Oriented: Plans, manages, and completes tasks keeping in mind all aspects of safety measures, standardized processes and work hazard prevention techniques while ensuring/exceeding compliance to safety policies and legislative requirements.
 </li>
 <li>
 Accountability and Dependability: Takes personal responsibility for the quality and timeliness of work and achieves results with no oversight, including following guidelines, standards regulations and principles.
 </li>
 <li>
 Coaching and Mentoring: Enables co-workers to grow and succeed through feedback, instruction, and encouragement; formally delivering information.
 </li>
 <li>
 Customer Focus: Ensures that external and internal customers&rsquo; needs remain a priority against all other requirements.
 </li>
 <li>
 Creative and Innovative Thinking: Develops fresh ideas that provide solutions to all types of workplace challenges.
 </li>
 <li>
 Decision Making and Judgement: Makes timely, informed decisions that take into account facts, goals, constraints and risks. Sees the big, long-range picture. Aligns direction, products, services and performance with organization.
 </li>
 <li>
 Team Work: Promotes cooperation and commitment with the team towards the attainment of common goals. Gets others excited about and committed to furthering the organization&rsquo;s objectives. Enables cooperative and productive group interactions
 </li>
 <li>
 Time Management / Work Ethic: Maximizes time in order to accomplish as many tasks as possible in a timely manner keeping in mind prioritizing tasks as needed.
 </li>
 </ul>
 
 
 
 
 
 EEO Statement:
 
 
 
 TI Automotive is committed to equal employment opportunity regardless of race, color, religion, sex, national origin, sexual orientation, age, citizenship, marital status, pregnancy status, disability, gender identity or Veteran status.
 
 
 Equal Opportunity Employer
 
 
 
 
 This employer is required to notify all applicants of their rights pursuant to federal employment laws.
 
 
 For further information, please review the Know Your Rights notice from the Department of Labor.
 
</div>

Commercial Finance Manager

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