Business Banking Specialist

Position Summary: The Omaha Business Banking Specialist is responsible for the customer service for Omaha commercial loan customers and for coordinating the pre-closing transaction between all involved parties from application through closing. In addition, this position is responsible for ongoing file maintenance of the portfolio.

Essential Functions

• Support loan officer by coordinating all steps of the loan transaction, from application to closing.
• Ensure proper approval for note requests and any variances from loan presentation summary prior to document preparation.
• Communicate with loan officer, customer, and documentation preparation loan assistant to determine closing date.
• Coordinate all steps of the loan transaction, including preparing loans for approval and closing, processing loans, preparing loan documents, assembling and submitting documentation, funding closed loans.
• Complete Home Mortgage Disclosure Act (HMDA) worksheet.
• Provide excellent customer service by greeting customers in person, on the phone, via email and through written correspondence. Answer questions and refer inquiries when necessary.
• Process payments: review and process non-sufficient funds, (NSF), non-posts, loan disbursements, participation transactions, draw requests, payoff calculations, and wires.
• Service existing loan files including borrowing base calculations, covenant compliance, financials, initiate renewals/extensions as loans mature, and other portfolio management and servicing that includes customer contact as needed.
• Assist Residential Construction, Private Banking, Commercial Transportation Fleet Financing, Treasury Management and Commercial Real Estate Loan Officers as needed.
• Understand and adhere to all bank policies, laws, and regulations applicable to their role. Complete compliance training, follow internal processes and controls as required.
• Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
• Regular and reliable attendance is an essential function of this position.
• Perform other job-related duties or special projects as assigned.
  
  

Qualifications

• Minimum of 3 years commercial loan experience preferred.
• Strong knowledge of commercial lending and loan requirements, loan documentation, collateral evaluation, lien perfection and local, state, and federal regulatory requirements required.
• Proficient in Microsoft Office Products and in working with other bank software.
  
  

Preferred Talents

• Organized and time efficient
• Accurate and detailed
• Effective communicator
• Positive and people focused
• Independent with a team orientation
• Self-directed and takes initiative
• Projects a professional image and positively promotes the bank’s customer service philosophy
  
  

Working Environment

Indoor work – not exposed to outdoor elements or hazards.

Some sedentary work and occasional lifting and/or carrying up to ten pounds.

This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.