HTLF is an equal opportunity employer committed to creating a diverse workforce. 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.
HTLF is a diversified financial services company headquartered in Dubuque, Iowa. We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency and strength — giving local decision-making the opportunity and insights to focus on customers and growth. Relationships have been the core of our company since its founding in 1981. We’re deeply invested in the communities we serve, and that’s why our clients choose us as their banking partners.
What’s different about a career at HTLF? We believe our employees and their diverse backgrounds, perspectives and skills are our greatest assets. We wouldn’t be HTLF without the people with whom we surround ourselves and empower to enrich the lives of our customers, employees and communities. We’re dedicated to making HTLF the best place to work – where your opinions are valued, your feedback and ideas are heard, and your opportunities for personal growth and professional development are endless.
The Small Business Banking Assistant is responsible for the administrative support of the Small Business Loan Center. This position will provide excellent customer service to Relationship Managers, Small Business Loan Center staff, Doc Prep staff, Loan Operations staff, and Small Business customers in a courteous, professional, and confidential manner.
Primary Responsibilities
Works to gather information for loan document preparation including due diligence, ordering title work appraisals, and securing collateral and information from the lender.
Monitors and acts on maturing loans within the portfolio.
Enters loan data into the LOS (nCino) system for all renewals and modifications needed. Submits requests to Portfolio Managers in advance of 30 days prior to maturity.
Performs all pre-closing due-diligence activities/third party reports (appraisals, UCC, title work, articles of good standing, etc.) to stay in compliance with Reg B.
Images all necessary documents and creates placeholders in DocMan section of nCino as needed to build an electronic credit file.
Communicates with the front line to set up closing date and collect funding instructions.
Orders loan documents from the Doc Prep group and works to answer any questions on the credit request.
Pulls exception reports and works to resolve loan documentation issues, and clears documentation exceptions within the appropriate time periods.
Processes paid off loans.
Assists small business loan customers taking action when appropriate and within scope of authority.
Processes invoices for the Small Business Lending Center.
Performs post closing activities; funds closed loans and processes income and expense fees.
Processes loan payments, disbursements and advances on loans.
Assists Portfolio Management team with collecting financial statements from the borrower on renewals and submitting loan request into the LOS (nCino) system.
Assists Small Business Portfolio Managers with the gathering of information and the preparation of management reports.
Works with Loan Operations for post closing requirements and maintenance activities.
Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.
Secondary Responsibilities
Performs other duties as assigned.
Management Responsibilities
This job has no management responsibilities.
Qualifications
Associates Accounting, Finance or
equivalent combination of education and experience required
1-3 years banking experience required
Prior experience working in Small Business Credit environment
Knowledge and experience of small business lending and banking regulations, department operations policies and procedures
Proficient with Microsoft office products and previous data entry experience
Excellent customer service skills
Effective time management skills with the ability to independently prioritize tasks
Ability to work in a fast-paced environment and meet deadlines
Knowledge of required entity documentation for various business entities
Knowledge of proper collateral documentation
Scheduled Weekly Hours:
40
Time Type:
Full time
The targeted salary for this role is:
$23.48