Credit Operations Specialist - Commercial

Posted 2 Days Ago
Be an Early Applicant
Hiring Remotely in WI
Remote
Junior
Fintech
The Role
Support the commercial loan function at Associated Bank by preparing financial statement spreadsheets, managing customer monitoring for required documentation, ordering due diligence credit reports, and maintaining portfolio management requirements. In addition, the role includes reviewing credit approvals and documenting transactions correctly.
Summary Generated by Built In

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

We invite you to view the opportunity below.
Under general supervision, support the commercial loan function across Corporate Banking, Consumer and Business Banking, Community Markets, Private Banking and Specialized lines of business. Responsible for key components of credit process including financial statement spreading, Personal Cash Flow preparation and maintenance, Due Diligence report ordering, covenant compliance monitoring verifications, portfolio management tickler maintenance and issue research and resolution.

This person will also:

  • Prepare financial statement spreadsheets of commercial borrowers utilizing internal software program provided.

  • Update customer monitoring for receipt of required periodic financial statements and covenant compliance documentation.

  • Order various credit reports for Due Diligence or other research as requested.

  • Respond to Trade Credit References.

  • Review credit approval for proper set-up of monitoring requirements for correctness. This includes input of annual review dates, financial statement dates, policy exceptions, conditions of approval, appraisal data and other information required to properly monitor new and existing loan facilities.

  • Image/attach submitted documents to the on-line file.

  • Prepare personal cash flow for borrower/guarantors by spreading personal tax returns and uploading to spread program.

Review the qualifications listed below: 


Education

  • Associate's Degree or equivalent combination of education and experience Business, Finance, Accounting. Required

Experience

  • 1-2 years Administration, loan operations, finance, or related banking. Preferred

In addition to core traditional benefits, we take pride in offering benefits for every stage of life. 

  • Retirement savings including both 401(k) and Pension plans. 

  • Paid time off to volunteer in your community. 

  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups. 

  • Competitive salaries with professional development and advancement opportunities. 

  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.

  • Personal banking, loan, investment and insurance benefits. 

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact [email protected] if you need an accommodation at any time during the process.

Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.

Associated Bank is Pay Transparency compliant.

The Company
HQ: Green Bay, WI
4,448 Employees
On-site Workplace

What We Do

Associated Banc-Corp (NYSE: ASB) has total assets of $34 billion and is Wisconsin’s largest bank holding company. Headquartered in Green Bay, Wisconsin, Associated is a leading Midwest banking franchise, offering a full range of financial products and services from more than 220 banking locations serving more than 120 communities throughout Wisconsin, Illinois and Minnesota, and commercial financial services in Indiana, Michigan, Missouri, Ohio and Texas.

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