Sunrise Banks · 13 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
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
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
Sunrise Banks is a bank offering banking and small business financing services.
Funding
Current Stage
Growth StageLeadership Team
Recent News
2025-11-04
2025-11-02
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