Sales Assistant - Commercial jobs in United States
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Midland States Bank · 5 hours ago

Sales Assistant - Commercial

Midland States Bank is a unique financial institution with a commitment to personalized customer service and community empowerment. The Commercial Sales Assistant role involves assisting Commercial Relationship Managers and Market Presidents with client relationships, primarily focusing on commercial loans and necessary reporting. The position requires strong customer service skills and compliance with banking regulations.

BankingFinanceFinancial ServicesWealth Management

Responsibilities

Preparation of loan files for various commercial loans
Order title insurance, flood letters, property inspections, UCC searches, Certificates of Good Standing, Environmental Documents and any other necessary items for a loan closing
Review thoroughly and understand formation documents for various entities including corporations, partnerships, limited liability companies and trusts
May coordinate loan closings with loan officers, law firms, and title companies
May input business purpose loan requests into Credit Quest and attach all required documentation in the appropriate underwriting system
Reviews executed documents upon return for completion prior to sending the documents for funding
Ensures all documents necessary to perfect the banks security interest in collateral are provided as part of the closing process
Provides customer service to existing commercial customers, including research or referrals to other Departments of the Bank where applicable and corresponding follow up
Oversees the management of the tickler system, various loan reporting
Process invoices and monitor fees
Responsible for the validation that loan/credit file is compliant with Reg B, Flood, CIP/BSA, all other federal, state regulations and Bank policies
Assist in portfolio quality and maintenance initiatives
The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed
May require work in a Midland office to ensure collaboration and support of internal and external customers
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA)
Other duties as assigned

Qualification

Commercial loansRegulatory complianceComputer applicationsInterpersonal skillsCommunication skills

Required

Any combination of education and experience equivalent to graduation from an accredited two year college or two (2) years of practical experience in banking or a closely related field
Strong and well developed interpersonal and communication skills
Proficiency in computer applications

Benefits

Comprehensive healthcare
Well-being benefits
Paid family leave
Generous paid time off
Banking perks
Employee Stock Purchase Plan
401K plan with company match
Opportunity to participate in our Non-Qualified Deferred Compensation plan

Company

Midland States Bank

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Midland States Bank is a community-based financial holding company.

Funding

Current Stage
Public Company
Total Funding
$55.33M
2016-05-25IPO
2015-06-04Debt Financing· $55.33M

Leadership Team

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Jeffrey Ludwig
President and CEO
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Eric Lemke
Chief Financial Officer
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Company data provided by crunchbase