Business Banking Associate - Commercial Loans (Washington branch) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Sunrise Banks · 11 hours ago

Business Banking Associate - Commercial Loans (Washington branch)

Sunrise Banks is committed to a culture of trust and transparency that welcomes all. The Business Banking Associate position involves supporting the Commercial Lending and Portfolio Management team by maintaining client relationships, conducting monetary transactions, and ensuring adherence to bank policies and regulatory requirements.

BankingFinancial Services
check
Culture & Values

Responsibilities

Areas of concentration include commercial term loans and lines of credit; consisting of Commercial & Industrial (C&I), Commercial Real Estate (CRE), 1-4 Family, Multi-Family, Leases, and Small Business Administration (SBA) Guaranteed Loans
Maintains client relationships through:
Working with title companies, attorneys, and insurance companies to request documents for loan files, loan closings, settlement statements, recording of collateral, etc
Performing all due diligence related to commercial loan closings: order/review title policies, lien searches, credit reports, OFAC, borrower organizational documents, COGS, flood zone determinations, order Appraisals/Environmental Phase I, Property Tax Escrow Calculations, trust documentation, HMDA, CIP, CRA
Requesting appropriate loan documents & reviewing loan closing documents/packages to prepare for loan closings and working with Loan Operations to ensure proper booking of loan and processing of fees
Ensuring that all Conditions to Close have been met prior to loan closing
Serving as a contact and a conduit for commercial clients’ needs
Communicating with clients to obtain required financial information & other information needed to conduct business and maintain the integrity of their commercial loan file
Maintain the borrowers Document Library by coordinating the updating of ticklers & preparing the file for the imaging
Assisting commercial lenders by scheduling & facilitating loan closings or other meetings with the borrower
Report Management
Clear post-closing findings discovered by the loan review team
Adhering to all Bank regulatory requirements, policies & procedures, and Compliance guidelines

Qualification

Commercial LendingPortfolio ManagementFinancial AnalysisMicrosoft ExcelFiservAbrigoProfessionalismCommunicationAdaptabilityTeamworkOrganizational Skills

Required

High school degree or GED required
1-2 years BBA or similar experience required

Preferred

2 Year College degree in business related field preferred
Experience in the financial industry preferred
Superior skill set in the use of the following software applications: Microsoft Teams, Excel, Word, PowerPoint, Access, and Outlook
A comprehensive skill set in Fiserv & Abrigo preferred

Benefits

Medical
Dental
Vision
Life
AD&D
STD
LTD
Pet insurance
FSA
PTO
PVTO
PPL
And more.

Company

Sunrise Banks

twittertwitter
company-logo
Sunrise Banks is a bank offering banking and small business financing services.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
David Reiling
Chairman & CEO
linkedin
leader-logo
Rick Beeson
President/CEO (1993 to 2012) & Corporate Dev't & Gov't Relations (present)
linkedin
Company data provided by crunchbase