Union Bank & Trust · 1 day ago
Senior Business Banking Specialist
Omaha, NE
Full-time
Hybrid
Senior Level
5+ years expUnion Bank & Trust is seeking a Senior Business Banking Specialist in Omaha. This role is responsible for customer service for commercial loan customers and coordinating pre-closing transactions, ensuring compliance with bank policies and regulations.
Financial Services
Responsibilities
Demonstrate thorough understanding of all bank policies including bank loan policy, government regulations, and compliance requirements involving commercial lending
Support loan officer by helping to coordinate all steps of the loan transaction, from application to closing
Complete borrower checklist and documentation request packet checklist
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
Assemble documentation packet completely, and ensure adherence to all bank policies, including bank loan policy, government regulations, and compliance requirements, as well as matching terms of commitment letters, if applicable. Communicate with loan officer and/or customer to gather any deficiencies
Submit documentation request packet to documentation prep loan assistants
Prepare closed loans for funding, send to be input
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, and other portfolio management and servicing that includes customer contact as needed
Serve as back-up to other loan operation assistants and back-up Treasury Management 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
Qualification
Required
Demonstrate thorough understanding of all bank policies including bank loan policy, government regulations, and compliance requirements involving commercial lending
Support loan officer by helping to coordinate all steps of the loan transaction, from application to closing
Complete borrower checklist and documentation request packet checklist
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
Assemble documentation packet completely, and ensure adherence to all bank policies, including bank loan policy, government regulations, and compliance requirements, as well as matching terms of commitment letters, if applicable. Communicate with loan officer and/or customer to gather any deficiencies
Submit documentation request packet to documentation prep loan assistants
Prepare closed loans for funding, send to be input
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, and other portfolio management and servicing that includes customer contact as needed
Serve as back-up to other loan operation assistants and back-up Treasury Management 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
Preferred
Strong knowledge of commercial lending and loan requirements, loan documentation, collateral evaluation, lien perfection and local, state, and federal regulatory requirements preferred
Minimum of 5 years commercial loan experience preferred
Proficient in Microsoft Office Products and in working with other bank software
Organized and time efficient
Accurate and detailed
Effective communicator
Positive and people focused
Independent with a team orientation
Self-directed and takes initiative
Company
Union Bank & Trust
Most banks offer similar services. It’s how those services are delivered and how the bank treats you as an individual that sets it apart.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Angie Muhleisen
President and CEO
Dave Dickson
President/CEO and Director of First Union Financial Corporation
Recent News
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