Citizens State Bank (Indiana) · 5 hours ago
Commercial Relationship Assistant
New Castle, IN, US
Full-time
Onsite
Entry Level
2+ years expCitizens State Bank is a financial institution committed to providing exceptional service to its clients. The Commercial Relationship Assistant plays a crucial role in supporting the relationship management team by providing administrative and operational support to enhance client satisfaction and retention.
BankingFinanceFinancial Services
Responsibilities
Process commercial loans from credit approval through closing and funding
Review credit approvals and ensure loan documents reflect approved terms
Prepare and review commercial loan documentation including notes, mortgages/deeds of trust, guarantees, and UCC filings
Coordinate with relationship managers, borrowers, attorneys, and title companies to meet closing timelines
Order, review, and track third-party items such as title, flood, appraisals, and environmental reports
Track and clear all pre- and post-closing conditions
Ensure lien perfection and proper collateral documentation
Accurately set up loans in the core system and prepare funding authorizations
Maintain complete and well-documented loan files
Ensure compliance with bank policy and regulatory requirements (CIP/KYC, OFAC, flood, Reg O, etc.)
Identify discrepancies or exceptions and escalate appropriately
Support audits, loan reviews, and internal reporting
Manage multiple loans simultaneously while meeting deadlines
Assisting clients with the process of “uploading” their financials into our commercial loan system. This could include scanning hard copies, gaining access to drop box types of systems, unlocking PDF’s, and assisting in unlocking credit bureaus
Preparing wires and other funding requirements when they need to be handled in the field
Assist in managing calendars & emails for assigned bankers
Coordinating meetings, client appointments, and other scheduling needs
Coordinating the onboarding for new clients
Being a “one call” solution to both clients and Relationship Managers with any customer service needs. This could include draw requests, making payments, answering billing questions, fulfillment requests, etc
Qualification
Required
Minimum High school diploma or equivalent
2+ years of experience in commercial loan processing, loan operations or loan closing
Working knowledge of commercial loan documentation and collateral
Ability to interpret credit approvals and loan structures
Knowledge of bank products and services
Strong organizational abilities, which are essential for managing client documentation and scheduling meetings efficiently
Excellent communication skills are necessary to facilitate clear interactions between clients and relationship managers, ensuring that all parties are informed and engaged
Attention to detail is critical when preparing reports and maintaining accurate client records, as this directly impacts client satisfaction
Proficient with CRM software, such as Laserpro, Sageworks and ActiveView
Comfort with technology such as Microsoft office (Excel, Word, Outlook), mobile services and online-banking services is a plus
Preferred
Experience with CRE, C&I, construction loans
Experience working with attorneys and title companies
Community or regional bank experience
Ability to work under deadline pressure
Professional discretion and confidentiality
Benefits
Medical, Dental, Vision, Health Savings account
Wellness incentives with rewards $$, Health Savings Employer match, Health Reimbursement accounts
Short- and Long-Term disability (employer paid after 1 year)
401K retirement savings with employer match
Employee Relief Fund
Tuition reimbursement
Employee Assistance Program
Annual Employee Recognition event
Company Logo Wear
Paid Holidays, PTO, Volunteer, Bereavement
Company
Citizens State Bank (Indiana)
No business should be stuck with an impersonal bank that only knows them by number.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Daniel Maddox
President and Chief Executive Officer
Chris B Whitesell
SVP & CFO
Recent News
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