Commercial Portfolio Assistant

Commercial Portfolio Assistant - Full-Time (40 Hrs/Wk)

Location: 327 North 17th Avenue, Wausau, WI, 54401, United States

Employee Type: FT Regular Non-Exempt

We are eager to discuss the prospect of you joining our team as our next incredible team member! This position allows you to partner with other team members and key stakeholders to provide Incredible Customer Experiences of your own. Duties and responsibilities may include:

• Support Business Banking Officers in delivering an Incredible Customer Experience (ICE) for business, real estate, and consumer loans.
• This position will ensure the timely, accurate, and compliant processing and documentation of the assigned portfolio.
• Manage the pipeline of renewing loans, coordinating with third parties and the Bank’s credit department.
• Monitor and maintain the credit portfolio, conducting financial analyses, annual reviews, and ensuring adherence to covenants to maintain existing credit limits.
• Assist with portfolio management activities, including reporting, covenant testing, and periodic reviews.
• Set up, order, and maintain documentation and compliance files, including vehicle titles, appraisals, and UCC filings.
• Prepare and process business loan documentation in compliance with Bank policies, regulations, and security standards.
• Prepare executed loan packet for booking and coordinate with Loan Servicing to ensure booking within three business days of document signing.
• Review loan presentations for accuracy and identify loans for CRA and HMDA tracking.
• Maintain borrower loan files, including financials, post-close documentation, and correspondence.
• Assist with customer requests, including payments, transfers, wires, stop payments, and history inquiries.

This is a regular full-time hourly non-exempt position, averaging approximately 40 hours/week. Schedule may vary between the hours of 8:00 am to 5:30 pm CST Monday through Friday.

This position will work on-site at our Incredible Bank branch location on 17th Avenue in Wausau, WI.

You do what is right over what is easy. You don’t settle for good enough. You’re driven to learn and grow. You recognize your impact on the customer experience, regardless of your role.

Those attributes are just a few things our incredible employees have in common.

And, if you are looking for an opportunity to join a dynamic team, we’d be so excited to learn a little more about you and your interest in joining the team! Our recommended and preferred qualifications are:

• An individual should have 2+ years of experience with business loans, and legal documentation and the business lending process.
• Communicate professionally across various media platforms.
• Effectively present information and respond to questions from managers, customers, and the general public.

Our promise of ICE extends to our employees as well. Our employees are our greatest asset, and we strive to show our appreciation by offering top-tier benefits and, dare we say, more than competitive compensation that we’re willing to discuss up front.

And we are constantly evaluating and improving our benefits. In fact, eligible employees receive over 30 days off per calendar year! That includes 18 days of PTO to begin, PLUS an Anniversary Holiday, Birthday Holiday, Wellness Holiday, and 12 observed Bank Holidays.

Check out our total rewards package at: https://inc

Incredible Bank first started in 1967 as River Valley Bank with a single location in Rothschild, WI. We strive to stay on the leading edge of banking technology with the goal of providing the best, simplest way for our customers across the country to do their banking. Today, Incredible Bank is a $2.0 billion-asset institution that has grown to 17 brick-and-mortar locations with customers in all 50 states.

We are proud to have been certified as a Great Place to Work.

Learn more about our Great Place to Work engagement results here:

Incredible Bank is an Equal Opportunity Employer. We will consider applicants for our positions without regard to any category protected by applicable federal, state, or local law, including but not limited to: race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification.

Equal employment opportunity, including veterans and individuals with disabilities.