Commercial Relationship Specialist

Associated Bank

. Provide administrative and relationship support to the Commercial Banking team through the loan closing and relationship management process .

Posted 9/21/2026full-timeRemote • Wisconsin • United StatesJuniorMid-Level💰 $18 - $30 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in loan documentation, financial reporting, and customer service within the Commercial Banking sector. Proficient in managing client portfolios and ensuring compliance with regulatory requirements.

Highest-signal resume keywords

Loan Documentation KnowledgeCommercial Banking ExperienceFinancial Reporting AnalysisAmbit Commercial Lending SystemRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan PreparationLoan ClosingPortfolio ManagementFinancial ReportingCollateral Analysis

Soft Skills

Problem SolvingCustomer ServiceTeam Collaboration

Tools & Technologies

Ambit Commercial Lending SystemCoreBankSalesProStucky

Industry Keywords

Banking ProductsBank Secrecy ActRegulatory RequirementsDue DiligenceCustomer Complaints

About the role

Key responsibilities & impact

Provide administrative and relationship support to the Commercial Banking team through the loan closing and relationship management process
Complete loan preparation, review, documentation and funding, and provide deposit support
Assist Relationship Managers and Portfolio Managers with monitoring and managing the ongoing life of loan portfolios
Handle clients' financial reporting and review reporting for proper entries in bank systems
Work with team members to resolve potential issues
Ensure adherence to standards and regulatory requirements
Work directly with business customers, outside counsel and business partners to address needs, solve problems and provide customer service
Coordinate all aspects of required loan documentation and due diligence for loan closings
Review loan documents for accuracy, close loans with clients and coordinate with Commercial Loan Services and outside counsel
Maintain client portfolios and process daily transactions based on customer requests
Analyze collateral and financial reports and validate discrepancies with clients
Collect past-due financial and legal documentation and maintain accurate portfolio reporting
Provide customer support for fraud, overdrafts, wire issues and other service requests
Liaise between operations/support departments, Commercial Banking teams and customers
Provide backup support to team members and contribute to projects, training and process improvements

Requirements

What you’ll need

Bachelor's Degree or equivalent combination of education and experience in Business
Bachelor's Degree or equivalent combination of education and experience in Finance
Bachelor's Degree or equivalent combination of education and experience in Accounting
2-4 years of banking or office experience with knowledge of banking products, services, procedures and practices, along with loan documentation knowledge
Knowledge of loan documentation, monitoring and closing related to Commercial Banking preferred
Experience with Ambit Commercial Lending System, CoreBank, SalesPro and Stucky preferred
Must directly represent yourself and your own experiences during the recruiting and hiring process
Must undergo a thorough background check
Must comply with applicable enterprise policies, procedures, laws and regulations, including the Bank Secrecy Act
Responsible for reporting suspicious activity, customer complaints, procedure violations and ethical concerns as required

Benefits

Comp & perks

Retirement savings including both 401(k) and Pension plans
Paid time off to volunteer in your community
Opportunities to connect with others through diversity-focused Colleague Resource Groups
Competitive salaries
Professional development and advancement opportunities
Well-being programs and incentives
Parental leave
Employee stock purchase plan
Military benefits
Personal banking, loan, investment and insurance benefits