Premier Valley Bank, a division of UMB Bank na COMMERCIAL BANKING ASSISTANT **Role Summary** The Commercial Banking Assistant (CBA) II supports the Relationship Manager (RM) from the initial application processing through closing and booking the transaction, including renewals and modifications along with ongoing support for the client needs. This includes being liaison between the RM, Credit and Loan Operations. Complete oversight and responsibility to drive alignment and communication among all internal team members. Additionally, to ensure that all deals successfully continue to move forward. The successful CBA II anticipates and executes on all commercial team needs; while guiding, influencing and advising the Relationship Managers for full productivity. Our CBA II makes independent judgment decisions, takes full initiative without waiting for direction, exercises a high level of critical thinking skill and display a dominate presence to ensure each closing is successful. **Primary Responsibilities** + Manages the loan process and coordinates the ongoing activities of the Portfolio Manager and Commercial Banker in relation to successful origination. + Drives the commercial loan process by interacting with loan customers using multiple communication strategies, acting on behalf of the Commercial Bankers, when appropriate and within scope of authority. + Guides borrower to collect all required documentation (pre-and post-approval). Enters all loan data (structure, borrowers, collateral, pricing) into LOS System and is accountable for its accuracy. + Images all necessary documents and creates placeholders in DocMan (Document Manager) to build an electronic credit file (New with system). + Oversees the process of compliance and customer verifications to include OFAC and Fraud. Is responsible for adhering to Reg B and flood regulations. + Acquires individual and business credit bureaus from 3rd party vendor and provides documents to the Portfolio Manager for Underwriting. + Analyzes all information and data requests from Credit and other business lines to secure all open items. Provides all relevant information to the Credit team and other business lines when requested. Reviews all information received from these teams and is responsible for the appropriate disposition. + Requests and collects due diligence activities and third-party reports (appraisals, environmental, UCC, title work, articles of good standing, credit report, etc.) and provides them to the Commercial Banker and Portfolio Manager for review. + Partners with Loan Operations to support pre-closing and closing activities including collect loan documents from Doc Prep team, review for completeness, ensure accuracy and accountable for the confirmation of all closing logistics. + Engages credit to complete updated financial spreads and other activities (when new financial statements are received from the client and uploaded into the appropriate system). + Ensures funding of closed loans, processes income and expense fees per procedures. + Obtains exception reports and partners with Commercial Bankers and Portfolio Managers to resolve all loan documentation issues to clear documentation exceptions within the appropriate timeframe. + Oversees and processes paid off loans in accordance with bank procedures in a timely and error free manner. + Monitors and acts on daily, weekly, and monthly reports for maturing and delinquent loans. Ensures that the Deal Team has no administratively delinquent loans. Manage customer accounts by way of processing loan payments, disbursements, advances, and assisting in the monitoring of NSF activity. + Reduces Not in Good Order (NIGO) errors and, as a member of the deal team, initiates any actions needed to improve the quality of the loan. **Compensation Range:** $54,220.00 - $103,820.00 _The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. 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