What are the responsibilities and job description for the Commercial Portfolio Assistant position at IncredibleBank?
JOB REQUIREMENTS: Commercial Portfolio Assistant - Full-Time (40 Hrs/Wk)
Location: 327 North 17th Avenue, Wausau, WI, 54401, United States
Employee Type: FT Regular Non-Exempt Description We know what you\'re
thinking. \"What kind of name is IncredibleBank?\" Well, we\'re glad you
asked. With a name like IncredibleBank, we have a lot to live up to. Our
name is a promise we make every day to our customers and to our team
members (and hey, that could be you!). A promise that we strive to be
incredible in everything we do. A promise that will help our customers,
fellow team members, and our communities to do the incredible. At
IncredibleBank, we\'re all about ICE. What\'s ICE? ICE stands for
Incredible Customer ExperienceTM (that\'s right - an experience so good
and so important we trademarked it). ICE illustrates the core values
that drive everything we do - how we conduct business, how we treat each
other, and how we continuously strive to build on our model of
customer-focused banking. Our core values have been in place for more
than 50 years and continue to influence every aspect of our operation
today. So - how can you help us live up to our name? About the Role We
are eager to discuss the prospect of you joining our team as our next
incredible team member! This position allows you to partner with other
team members and key stakeholders to provide Incredible Customer
Experiences of your own! Duties and responsibilities may include:
Support Business Banking Officers in delivering an Incredible Customer
Experience (ICE) for business, real estate, and consumer loans. This
position will ensure the timely, accurate, and compliant processing and
documentation of the assigned portfolio. Manage the pipeline of renewing
loans, coordinating with third parties and the Bank\'s credit
department. Monitor and maintain the credit portfolio, conducting
financial analyses, annual reviews, and ensuring adherence to covenants
to maintain existing credit limits. Assist with portfolio management
activities, including reporting, covenant testing, and periodic reviews.
Set up, order, and maintain documentation and compliance files,
including vehicle titles, appraisals, and UCC filings. Prepare and
process business loan documentation in compliance with Bank policies,
regulations, and security standards. Prepare executed loan packet for
booking and coordinate with Loan Servicing to ensure booking within
three business days of document signing. Review loan presentations for
accuracy and identify loans for CRA and HMDA tracking. Maintain borrower
loan files, including financials, post-close documentation, and
correspondence. Assist with customer requests, including payments,
transfers, wires, stop payments, and history inquiries. This is a
regular full-time hourly non-exempt position, averaging approximately 40
hours/week. Schedule may vary between the hours of 8:00 am to 5:30 pm
CST Monday through Friday. This position will work on-site at our
IncredibleBank branch location on 17th Avenue in Wausau, WI. About You
You do what is right over what is easy. You don\'t settle for good
enough. You\'re driven to learn and grow. You recognize your impact on
the customer experience, regardless of your role. Those attributes are
just a few things our incredible employees have in common. And, if you
are looking for an opportunity to join a dynamic team, we\'d be so
excited to learn a little more about you and your interest in joining
the team! Our recommended and preferred qualifications are: An
individual should have 2 years of experience with business loans, and
legal documentation and the business lending process. Communicate
professionally across various media platforms. Effectively present
information and respond to questions from managers, customers, and the
general public. About Our Benefits and Compensation Our promise of ICE
extends to our employees as well. Our employees are our greatest asset,
and we strive to show our appreciation by offering top-tier benefits
and, dare we say, more than competitive compensation that we\'re willing
to discuss up front. And we are constantly evaluating and improving our
benefits. In fact, eligible employees receive over 30 days off per
calendar year! That includes 18 days of PTO to begin, PLUS an
Anniversary Holiday, Birthday Holiday, Wellness Holiday, and 12 observed
Bank Holidays. Check Out Our Total Rewards Package At
https://incrediblebank.mybenefitsapp.com/ About the Company
IncredibleBank first started in 1967 as River Valley Bank with a single
location in Rothschild, WI. And we may have strong roots in community
banking, but IncredibleBank wasn\'t awarded as one of America\'s Most
Innovative Banks by the Independent Community Bankers of America for our
popcorn Fridays. Though we do love free popcorn\... We strive to stay on
the leading edge of banking technology with the goal providing the best,
simplest way for our customers across the country to do their banking.
But if our customers need us, they can pick up the phone and talk to a
real person. And that\'s what makes us America\'s first national online
community bank. And who doesn\'t love the idea of a national community?
Today, IncredibleBank is a \$2.0 billion-asset institution that has
grown to 17 brick-and-mortar locations with customers in all 50 states.
But we know that as an employer, it\'s less about size than it is about
culture. That\'s why we\'re especially proud to have been certified as a
Great Place to Work. Learn more about our Great Place to Work engagement
results here: https://www.greatplacetowork.com/certified-company/7022621
IncredibleBank is an Equal Opportunity Employer. We will consider
applicants for our positions without regard to any category protected by
applicable federal, state, or local law, including but not limited to:
race, color, religion, sex, gender identity, sexual orientation,
pregnancy, age, national origin, physical or mental disability, military
or veteran status, genetic information, or any other protected
classification. PI283687679 \*\*\*\*\* APPLICATION INSTRUCTIONS: Apply
Online: https://www.click2apply.net/MARa67uJD7AzBse6xFX8WX
Location: 327 North 17th Avenue, Wausau, WI, 54401, United States
Employee Type: FT Regular Non-Exempt Description We know what you\'re
thinking. \"What kind of name is IncredibleBank?\" Well, we\'re glad you
asked. With a name like IncredibleBank, we have a lot to live up to. Our
name is a promise we make every day to our customers and to our team
members (and hey, that could be you!). A promise that we strive to be
incredible in everything we do. A promise that will help our customers,
fellow team members, and our communities to do the incredible. At
IncredibleBank, we\'re all about ICE. What\'s ICE? ICE stands for
Incredible Customer ExperienceTM (that\'s right - an experience so good
and so important we trademarked it). ICE illustrates the core values
that drive everything we do - how we conduct business, how we treat each
other, and how we continuously strive to build on our model of
customer-focused banking. Our core values have been in place for more
than 50 years and continue to influence every aspect of our operation
today. So - how can you help us live up to our name? About the Role We
are eager to discuss the prospect of you joining our team as our next
incredible team member! This position allows you to partner with other
team members and key stakeholders to provide Incredible Customer
Experiences of your own! Duties and responsibilities may include:
Support Business Banking Officers in delivering an Incredible Customer
Experience (ICE) for business, real estate, and consumer loans. This
position will ensure the timely, accurate, and compliant processing and
documentation of the assigned portfolio. Manage the pipeline of renewing
loans, coordinating with third parties and the Bank\'s credit
department. Monitor and maintain the credit portfolio, conducting
financial analyses, annual reviews, and ensuring adherence to covenants
to maintain existing credit limits. Assist with portfolio management
activities, including reporting, covenant testing, and periodic reviews.
Set up, order, and maintain documentation and compliance files,
including vehicle titles, appraisals, and UCC filings. Prepare and
process business loan documentation in compliance with Bank policies,
regulations, and security standards. Prepare executed loan packet for
booking and coordinate with Loan Servicing to ensure booking within
three business days of document signing. Review loan presentations for
accuracy and identify loans for CRA and HMDA tracking. Maintain borrower
loan files, including financials, post-close documentation, and
correspondence. Assist with customer requests, including payments,
transfers, wires, stop payments, and history inquiries. This is a
regular full-time hourly non-exempt position, averaging approximately 40
hours/week. Schedule may vary between the hours of 8:00 am to 5:30 pm
CST Monday through Friday. This position will work on-site at our
IncredibleBank branch location on 17th Avenue in Wausau, WI. About You
You do what is right over what is easy. You don\'t settle for good
enough. You\'re driven to learn and grow. You recognize your impact on
the customer experience, regardless of your role. Those attributes are
just a few things our incredible employees have in common. And, if you
are looking for an opportunity to join a dynamic team, we\'d be so
excited to learn a little more about you and your interest in joining
the team! Our recommended and preferred qualifications are: An
individual should have 2 years of experience with business loans, and
legal documentation and the business lending process. Communicate
professionally across various media platforms. Effectively present
information and respond to questions from managers, customers, and the
general public. About Our Benefits and Compensation Our promise of ICE
extends to our employees as well. Our employees are our greatest asset,
and we strive to show our appreciation by offering top-tier benefits
and, dare we say, more than competitive compensation that we\'re willing
to discuss up front. And we are constantly evaluating and improving our
benefits. In fact, eligible employees receive over 30 days off per
calendar year! That includes 18 days of PTO to begin, PLUS an
Anniversary Holiday, Birthday Holiday, Wellness Holiday, and 12 observed
Bank Holidays. Check Out Our Total Rewards Package At
https://incrediblebank.mybenefitsapp.com/ About the Company
IncredibleBank first started in 1967 as River Valley Bank with a single
location in Rothschild, WI. And we may have strong roots in community
banking, but IncredibleBank wasn\'t awarded as one of America\'s Most
Innovative Banks by the Independent Community Bankers of America for our
popcorn Fridays. Though we do love free popcorn\... We strive to stay on
the leading edge of banking technology with the goal providing the best,
simplest way for our customers across the country to do their banking.
But if our customers need us, they can pick up the phone and talk to a
real person. And that\'s what makes us America\'s first national online
community bank. And who doesn\'t love the idea of a national community?
Today, IncredibleBank is a \$2.0 billion-asset institution that has
grown to 17 brick-and-mortar locations with customers in all 50 states.
But we know that as an employer, it\'s less about size than it is about
culture. That\'s why we\'re especially proud to have been certified as a
Great Place to Work. Learn more about our Great Place to Work engagement
results here: https://www.greatplacetowork.com/certified-company/7022621
IncredibleBank is an Equal Opportunity Employer. We will consider
applicants for our positions without regard to any category protected by
applicable federal, state, or local law, including but not limited to:
race, color, religion, sex, gender identity, sexual orientation,
pregnancy, age, national origin, physical or mental disability, military
or veteran status, genetic information, or any other protected
classification. PI283687679 \*\*\*\*\* APPLICATION INSTRUCTIONS: Apply
Online: https://www.click2apply.net/MARa67uJD7AzBse6xFX8WX