At Sunrise Banks we are committed to a culture of trust and transparency that welcomes all.
POSITION SUMMARY
The position is responsible for retrieving and entering information to be used for a variety of reporting purposes including tickler management, exception reporting, collateral details and other identified areas. Position also includes loan review and documentation verification duties as well as maintaining procedures.
ESSENTIAL FUNCTIONS
- Loan Data Maintenance: Maintain annual review date, codes, risk ratings, exceptions, covenants.
- Tickler Maintenance and Correspondence: Create and maintain financial tracking ticklers and assist in requesting information from clients.
- Collateral Data Maintenance: Review collateral documents and update collateral values and codes. Includes Borrowing Base Certificates, Appraisals/Evaluations, and Marketable Securities statements.
- Export Documents to Director including approvals, PLRs, insurance, and collateral documentation.
- Loan File Review: includes consumer loan review and reporting to ensure appropriate commercial loan data.
- Procedures: Create and update procedures as needed.
- Projects: Work with management to research vendor system updates and enhancements as needed.
KEY COLLABORATORS
Business Banking Associates, Lenders, Portfolio Managers, Credit Analysts, Special Assets, Loan Operations, Collateral Solutions.
SUPERVISORY RESPONSIBILITIES
None
COMPETENCIES
- Alignment w/Sunrise Core Values
- Adaptability
- Communication
- Compliance
- Dependability & Flexibility
- Initiative
- Integrity
- Judgement
- Organizational Skills
- Productivity
- Professionalism
- Quality Service
- Teamwork
- Technical /PC Skills
- Work Quality
EDUCATION & EXPERIENCE
- High school degree or GED Required
- 2 Year college degree in Business- or business-related field preferred.
- Commercial/Real Estate loan servicing experience preferred.
- Commercial and/or consumer loan documentation experience preferred.
- Fiserv and/or Abrigo experience preferred.
- Experience in the financial industry preferred.
- Familiarity with a variety of personal and business financial statements.
- Superior skill set in the use of the following software applications: Microsoft Excel, Word, PowerPoint, and Outlook.
- Demonstrates the ability to work effectively with AI tools and maintains an open, curious approach to emerging technologies.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- High school degree or GED
- Two-year college degree in business or a related field
- Commercial or real estate loan servicing experience
- Commercial and/or consumer loan documentation experience
- Experience in the financial industry
- Familiarity with personal and business financial statements
- Superior proficiency with Microsoft Excel, Word, PowerPoint, and Outlook
- Ability to work effectively with AI tools and maintain curiosity about emerging technologies
What We Do
At Sunrise Banks, our success relies on the success of the communities we serve. We believe that where you bank matters. That’s why it’s our mission to be the most innovative bank empowering financial wellness. As a socially responsible bank, we offer financial products that aim to better the lives of our clients in Minnesota, South Dakota, and beyond. Since 1986, we have been committed to working with the communities we serve using innovative tools and resources that provide opportunities to gain stability, build generational wealth or start a business. Sunrise Banks was founded by David Reiling, a social entrepreneur and innovator on the cutting edge of fintech and financial wellness. He strives to forge meaningful partnerships that drive sustainable economic growth. The bank, driven by David’s vision, focuses on positive community engagement and partners with like-minded companies to extend its mission nationally and around the world. Our membership and certifications are one way we demonstrate our ethical banking standards. Our mission is embedded in the products we offer and the services our customers receive. We provide innovative services throughout our core banking and fintech offerings. These certifications and memberships show our commitment to values-based banking: • Certified B Corporation • Certified Community Development Financial Institution • Member of the Global Alliance for Banking on Values Member FDIC | Equal Housing Lender | Equal Opportunity Provider | NMLS # 640909 | AA/EOE
