Loan Assistant - Commercial​/Ag Lending

Job Details

Job Location:

Eau Claire Branch - Eau Claire, WI 54701

Position Type:
Full Time

Education Level: 2 Year Degree

Job Category:
Finance

Consistent Daytime Hours | Positive Team Culture | Community Impact

• A consistent, daytime schedule
• A supportive, inclusive culture that recognizes your contributions
• Paid training and professional development opportunities
• Tuition support for finance/banking courses and certifications
• Comprehensive benefit package
• Paid volunteer time off
• and more!

As a Commercial & Ag Banking Coordinator, you will play a key role in supporting our Commercial and Ag Relationship Managers (RMs) and ensuring that our clients receive timely, accurate, and exceptional service. In this behind-the-scenes yet customer-impacting position, you will coordinate documentation, manage workflows, facilitate communication between teams, and help ensure smooth loan processing and client experiences.

• Responding promptly to inquiries and supporting Relationship Manager/Portfolio Manager clients
• Facilitating weekly meetings to promote communication and alignment
• Collecting financial statements and required documentation for credit preparation
• Uploading, filing, and managing loan application data and workflows in Sageworks
• Creating tracking spreadsheets to support portfolio management
• Reviewing daily and monthly reports and communicating action items
• Coordinating with loan processors and following up on required documentation
• Assisting with client maintenance matters and ensuring timely resolutions
• Completing credit reference requests
• Supporting SBA, FSA, and WHEDA loan processes and documentation
• Assisting clients and RMs with various projects as needed

• Assisting in new client onboarding and implementation of bank products
• Verifying approvals, regulatory requirements, and credit policy compliance
• Supporting bank-wide and community events (client appreciation, gifts, lunches, etc.)
• Assisting with sponsorship and donation request entry
  
  Serving as a notary for the bank
• Other duties as assigned

• Associate degree in a business-related field preferred, or equivalent experience
• Minimum of 3–5 years of banking experience
• Strong written and verbal communication skills
• Excellent organizational and analytical abilities
• Ability to work independently and take ownership of responsibilities
• Proficiency with Microsoft Office and comfort learning new systems
• Professionalism, tact, diplomacy, and confidentiality

• Work is performed largely within the Bank with limited chance of personal injury. Frequent mental and visual concentration required in managing deadlines and multiple priorities.
• Work hours are generally daytime hours Monday–Friday.
• Periodic stressful situations may occur due to competing deadlines and customer needs.
• Serves as a representative of the organization at appropriate functions and client visits.

SFB is an independent community bank with eight branch locations and more than 140 employees. Since 1934 we’ve built our reputation on trust, relationships, and community involvement. At SFB, you’ll find a supportive, team-oriented workplace where your contributions matter and your professional growth is encouraged.

At Security Financial Bank, we value diversity and are proud to be an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.

This position description describes the general nature and level of work performed by the employee assigned to this position and should not be interpreted as all inclusive. It does not state or imply that these are the only duties and responsibilities assigned to the position. The employee may be required to perform other job-related duties. All requirements are subject to change and to possible modification to reasonably accommodate individuals with a disability.

This position description does not constitute an employment agreement between the Bank and employee and is subject to change by the employer as the needs of the Bank and requirements of the position change.