UMB Bank Comml Relationship Spec in Wichita, Kansas
Duties and Responsibilities:
This role will assist the commercial calling/relationship team within their location/region.
-Handle all aspects of loan originations, funding, & collateral perfection (coordinate with middle office in KC).
-Handle and coordinate with Commercial team and customers the ongoing maintenance for the loan (advance & payment requests; track & prepare tickets/forms for loan payments, fees, attorney fees; research loans; order appraisals & environmental reports; work with 3rd party vendors; gather financial information, order spreads & loan write-ups; assists with tracking & collection of past due loan payments; pull monthly loan reports; prepare monthly loan summary report for management; actively work to resolve/clear all financial & collateral exceptions; overdrafts; on-line commercial deposit transfers).
-Scan executed loan documentation, financial information, deposit documentation and create/maintain electronic files for commercial customers & prospects on local network.
-Process No-Pin wires with approval of Commercial Officer and customers; prepare necessary forms; obtain signatures & conduct all follow-up for branch compliance.
-Work closely with Treasury and the Commercial Officer regarding depository products for customers (gather documents necessary to open, all on-going maintenance, & close accounts; work with legal for approval, submit pre-approval on new commercial customers; complete StartRight on the business entity and each signer for every new account along with completing all other due diligence - also required when adding signers to existing accounts; prepare all deposit account opening documents, provide customer disclosures; initiate account hosting with Kansas City; research).
-Assist Commercial Officer with coordination with other lines of business.
-Provide administrative support for Commercial Officer (travel, expense reports, sales call entries in ClientLink).
-Provide back up for other officers and other support positions.
-Other duties as assigned
Minimum Knowledge and Skills:
-Demonstrates general knowledge of Microsoft Office Products (Excel, Word)
-Demonstrates strong attention to detail
-Demonstrates good verbal and written communication skills
-Demonstrates ability to multi-task and prioritize conflicting demands
-Demonstrates good interpersonal skills and ability to work well with others
-Demonstrates knowledge and understanding of loan documentation
-Demonstrates knowledge and understanding of bank loan policy and regulatory compliance
-Demonstrates knowledge and understanding of corporate organizational documentation
Culture of Diversity and Inclusion: We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas.
Please visit us at careers.umb.com to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.
We strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity!
What you'll get:
Unique Benefit Programs : We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!
Community Involvement: Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.
-5 years of Commercial loan documentation processing experience
-Previous experience with loan documentation software (LaserPro)
Preferred Knowledge and Skills:
-Demonstrates good understanding of Article 9
-Demonstrates good understanding of regulatory compliance
Professional Development: We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.
-High school education or equivalent
-2 years of Commercial loan documentation processing experience
Commercial Relationship Specialist
130 North Market Street