Hills Bank and Trust Company · 1 day ago
Commercial Lending Support Specialist
Coralville,IA,US
Full-time
Onsite
Entry, Mid Level
2+ years expHills Bank and Trust Company is seeking a Commercial Lending Support Specialist to support their Commercial business team. The role involves providing outstanding customer service, assisting sales teams, and managing various commercial banking activities to ensure efficient operations and portfolio growth.
Financial ServicesReal EstateVenture Capital
Responsibilities
Responsible for interacting with customers in person, over the phone and through email, ensuring that they are directed to the appropriate parties
Provide support to all assigned areas of the department where service or assistance is needed, working to support a team of Commercial Bankers, and act as a backup to other support team members as needed
Perform duties which include reviewing work for accuracy and completeness, assisting others in resolving problems, approving transactions within authority levels and training others in department operations
Respond to inquiries or refers inquiries to the appropriate department or person and exhibits the necessary follow through with customers and/or staff involvement
Assist Commercial Bankers and other personnel to ensure proper and timely related documentation is prepared and/or provided
Act as a central resource for branch and customer service inquiries to Commercial Banking
Maintain knowledge of the commercial loan software and other commercial tools
Maintain knowledge of banking products, programs, services and promotions, identifying business development and cross-sell opportunities and makes banking referrals through fostering commercial relationships
Monitor the customer experience by assessing customer feedback, identifying opportunities for improvement, researching and resolving complex problems to ensure customer service excellence
Serve as a liaison with customers, internal and external contacts to facilitate communication and assist with loan closing and account opening processes
Work to understand the root causes of complex customer service issues, identifying and implementing resolutions
Maintain confidentiality of customer account information while following established policies and procedures in responding to inquiries and requests
Work on projects as directed by supervisor. The projects would range from a one-time review and evaluation to requiring an ongoing analysis/monitoring of a process
Provide input on ways to be more efficient and effective in the commercial loan software and process
Provide referrals to various departments based upon conversations and feedback received. These referrals would include commercial deposits, mortgage lending, retail lending and deposits, and trust
Maintain education and professional expertise through attendance at job related seminars, conferences, workshops and other bank sponsored events
Perform other duties as assigned
Qualification
Required
Associate's degree (A.A.) from a community college or technical school; or 2-5 years customer service and banking experience, or equivalent combination of education and experience
Must have working knowledge of spreadsheet, word processing, and database software programs
This job requires skills needed in a typical office environment. This includes computer skills, communication skills, as well as utilization of office equipment
Benefits
Comprehensive and competitive benefits package
Company
Hills Bank and Trust Company
Hills Bank and Trust Company is a banking firm that offers banking, real estate lending, and notary services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Lisa Shileny
President and Chief Executive Officer
Recent News
Corridor Business Journal
2024-10-17
Company data provided by crunchbase