The First National Bank in Sioux Falls · 1 month ago
Business Banking Associate
The First National Bank in Sioux Falls is a long-standing community bank committed to service and stability. The Business Banking Associate will provide administrative support to Business Bankers, coordinate meetings, prepare documents, and analyze data to aid in decision-making while ensuring compliance with banking regulations.
BankingFinancial ServicesMortgage
Responsibilities
Perform file maintenance in an efficient and accurate manner that aligns with department goals and objectives
Scan and maintain credit file documents in electronic document management system
Forward critical documents to Loan QA in a timely manner
Pull UCC searches, credit bureau reports, flood determinations, Onboard Advisor reports, and organizational documents
Update and review ticklers and document exceptions
Create loan documentation that is accurate and in compliance with laws and regulations
Prepare line sheets & loan worksheets in accordance with approval documentation
Review accuracy of loan documents pre-closing and verify completion post close
Complete supplemental documentation required for loan closing and include in loan packet (Statement of Intent for Joint Credit, Certification of Beneficial Ownership, Sweep Agreements, etc.)
Organize loan packet in a professional manner
Serve as the liaison between lenders and other Bank departments
Process/enter basic loan transactions into system by direction of customer or lender (loan payments, advances, transfers)
Complete Business Solutions Interest Forms and waiver/refund request forms
Research exceptions from Loan QA and assist the lender in resolving them
Maintain a working knowledge of guidelines, policies, laws and regulations associated with work responsibilities
Ensure compliance in processes and related communication(s)
Monitor and audit work regularly
Identify, address and/or escalate issues appropriately
Develop an understanding of Loan Policy and Loan Guidelines
Collect and record data for completion of CRA forms
Gather and review documentation for new customers to complete CIP forms accurately
Collect and verify documentation for completion of Beneficial Ownership Certificates
Qualification
Required
Strong understanding of banking laws and regulations is essential
Excellent verbal and written communication skills
Ability to conduct relationships in a manner that ensures cooperation and positive results
Demonstrate a high degree of concern for professional and innovative customer service
Excellent organizational skills and attention to detail
Excellent time management skills with a proven ability to meet deadlines
Ability to adapt to the needs of the organization and teammates
Preferred
Secondary education in related field preferred
Relevant work experience preferred, including banking or related field, or a combination of education/experience that would enable incumbent to meet accountabilities and required competencies of the position
Benefits
Health Insurance
Dental & Vision Insurance
Profit Sharing
Paid Vacation & Holidays
Company paid short and long term disability
Tuition Reimbursement Program
Employee Banking Perks
Community Volunteer time
And More!
Company
The First National Bank in Sioux Falls
The First National Bank in Sioux Falls is a bank offering home loans, checking, Trust, and mortgage services in Sioux Falls, SD.
Funding
Current Stage
Growth StageRecent News
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2022-01-26
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