Commercial Administration Specialist

Posted 4 Days Ago
Be an Early Applicant
Carmel, IN, USA
In-Office
Junior
Financial Services
The Role
Provide administrative and customer-service support to Commercial Bankers for commercial loan and deposit relationships. Maintain knowledge of loan products, loan processing systems and credit approval processes. Coordinate schedules, enter documents into workflow systems (e.g., Capital Stream), assist with market events and supplies, respond to customer and internal inquiries, attend sales meetings, and ensure compliance with bank policies and confidentiality requirements.
Summary Generated by Built In
Job Summary & Responsibilities

SUMMARY:

Supports the job activities of Commercial Bankers.  Performs various customer service roles related to administration and follow-up support for commercial loan and deposit relationships.

 

CUSTOMER SERVICE SKILLS:

Willingness to provide a level of service which will clearly differentiate us from our competitors.

 

INTERPERSONAL SKILLS:

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.

Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Practices the standards of the Mission, Vision and Pledge.

Understands the various types of commercial loan products and services offered by the Bank.

Maintains a working knowledge of the Bank's loan processing system and credit approval process.

Assists in planning market related events in support of lenders.

Provides timely response to questions from customers and internal departments.

Handles customer situations/problems in a professional and confidential manner.

Assists in coordinating Commercial Banker’s schedule using Outlook calendar and direct customer contact.

Attends weekly market sales meetings.

Provides information to Commercial Bankers for weekly Market Sales Meetings.

Facilitates supplies ordering.

Enters information and uploads documents in workflow system, Capital Stream, or other computer software utilized by the department.

Performs other duties as assigned.

 

OTHER REQUIREMENTS:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

Ability to coordinate and/or manage multiple tasks in various stages is imperative.

Good time management skills.

Ability to work with others in a team environment and under occasional time constraints is a necessity.

Employee must be willing to learn, understand and promote Bank products and services.

Ability to maintain confidentiality is required.

Ability to utilize Microsoft Office software.

Ability to learn commercial banking software.

Preferred Qualifications
  • High School Diploma or GED required.
  • Associate's Degree in Business Administration preferred.
  • Previous office related experience preferred.
  • Minimum of one year relevant banking experience preferred.
  • Experience with commercial lending systems and loan documentation a plus.

Skills Required

  • High School Diploma or GED
  • Associate's Degree in Business Administration
  • Previous office related experience
  • Minimum of one year relevant banking experience
  • Experience with commercial lending systems and loan documentation
  • Ability to utilize Microsoft Office software
  • Ability to coordinate/manage multiple tasks in various stages
  • Good time management skills
  • Ability to work in a team environment and under occasional time constraints
  • Ability to maintain confidentiality
  • Ability to learn commercial banking software
  • Complete assigned compliance training and adhere to bank policies and regulations

WesBanco Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about WesBanco and has not been reviewed or approved by WesBanco.

  • Healthcare Strength Medical, dental, and vision options are paired with employer-paid long-term disability and basic life/AD&D tied to salary. Eligibility generally begins the first day of the month after hire, enhancing near-term coverage.
  • Retirement Support A defined 401(k) match with immediate vesting and auto-enrollment supports long-term savings. Clear eligibility timing and contribution structure make the benefit straightforward to access.
  • Leave & Time Off Breadth PTO is available for full- and part-time employees, with observation of most Federal Reserve Bank holidays. Some materials also highlight floating holidays and rejuvenation days that broaden time-off options.

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The Company
HQ: Wheeling, WV
1,481 Employees
Year Founded: 1870

What We Do

Founded in 1870, WesBanco, Inc. (www.wesbanco.com) is a diversified and balanced financial services company that delivers large bank capabilities with a community bank feel. Our distinct long-term growth strategies are built upon unique sustainable advantages permitting us to span eight states with meaningful market share. Built upon our ‘Better Banking Pledge’, our customer-centric service culture is focused on growing long-term relationships by pledging to serve all personal and business customer needs efficiently and effectively. In addition to a full range of online and mobile banking options and a full-suite of commercial products and services, WesBanco provides trust, wealth management, securities brokerage, and private banking services through our century-old Trust and Investment Services department. WesBanco's banking subsidiary, WesBanco Bank, Inc., operates branches and offices in eight states Additionally, WesBanco operates an insurance agency, WesBanco Insurance Services, Inc., and a full service broker/dealer, WesBanco Securities, Inc.

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