The Commercial Banking Specialist works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM’s clients.

The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service.

Key Accountabilities

• Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.).
• Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing.
• Reviews and manages open applications in LOS for assigned RMs.
• During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.).
• Coordinates loan closings and attends loan closings to perform Notary services.
• Submits closed loan packet to Loan Fulfillment for funding and booking.

• Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information.
• Tracks upcoming loan maturities and contacts clients to request financial information as needed.
• Assists in clearing past due financials, post-closing exceptions, and trailing documents.

• Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process.
• Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services.

• Conducts research and organizes outreach for business development activities.
• Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings.
• Understands and complies with all applicable compliance rules and regulations.

Key Competencies for Position

• Effectively and transparently shares information and ideas with others.
• Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain.
• Unites others towards common goal.
• Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.

• Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.
• Collaborates and seeks to understands the root causes of problems.
• Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.
• Takes action that is consistent with available facts, constraints and probable consequences.

• Passionately serves internal/external clients with excellence.
• Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.
• Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team.
• Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate

Key Measures of Success/Key Deliverables

• Works professionally and collaboratively with Bank Partners to resolve issues for commercial clients.

Qualifications and Education Requirements

• Associate degree in administrative services/business or equivalent experience required.
• Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes.
• Strong working knowledge of Microsoft Word and Excel.
• Focus on providing excellent service to RMs, Clients and Bank Partners.
• Effective written and verbal communication skills in working with RMs, Clients and Bank Partners.
• Ability to communicate with clients and key decision makers effectively and independently.
• Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker.
• Appropriate attention to detail and organizational skills.
• Able to adapt and manage changing priorities and deadlines.

• Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry)
• Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients
• Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
• Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)
• Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures
• Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center
• Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated
• Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial

Our culture is firmly rooted in our core values.

We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.

We are Old National Bank. Join our team!