Sunrise Banks
Business Banking Associate - Commercial Loans (Washington branch)
Sunrise Banks, Minneapolis, Minnesota, United States, 55400
Business Banking Associate - Commercial Loans (Washington branch)
Job Category : Credit Requisition Number : BUSIN001855 Apply now Posted : October 31, 2025 Full-Time Locations
Showing 1 location Washington - Branch Sunrise Banks - Washington Ave Office 525 Washington Ave No Minneapolis, MN 55401, USA Washington - Branch Sunrise Banks - Washington Ave Office 525 Washington Ave No Minneapolis, MN 55401, USA At Sunrise Banks we are committed to a culture of trust and transparency that welcomes all. POSITION SUMMARY The Business Banking Associate position requires attention to detail and technical proficiency. The role involves supporting the Commercial Lending and Portfolio Management team by maintaining client relationships, collecting financial and related data, conducting monetary transactions, and providing customer service. Responsibilities also include managing loan and credit file documentation to ensure adherence to bank policies, procedures, and regulatory requirements. ESSENTIAL FUNCTIONS Areas of concentration include commercial term loans and lines of credit; consisting of Commercial & Industrial (C&I), Commercial Real Estate (CRE), 1-4 Family, Multi-Family, Leases, and Small Business Administration (SBA) Guaranteed Loans. Maintains client relationships through: Working with title companies, attorneys, and insurance companies to request documents for loan files, loan closings, settlement statements, recording of collateral, etc. Performing all due diligence related to commercial loan closings: order/review title policies, lien searches, credit reports, OFAC, borrower organizational documents, COGS, flood zone determinations, order Appraisals/Environmental Phase I, Property Tax Escrow Calculations, trust documentation, HMDA, CIP, CRA. Requesting appropriate loan documents & reviewing loan closing documents/packages to prepare for loan closings and working with Loan Operations to ensure proper booking of loan and processing of fees. Ensuring that all Conditions to Close have been met prior to loan closing. Serving as a contact and a conduit for commercial clients’ needs. Communicating with clients to obtain required financial information & other information needed to conduct business and maintain the integrity of their commercial loan file. Maintain the borrowers Document Library by coordinating the updating of ticklers & preparing the file for the imaging. Assisting commercial lenders by scheduling & facilitating loan closings or other meetings with the borrower. Report Management Clear post-closing findings discovered by the loan review team. Adhering to all Bank regulatory requirements, policies & procedures, and Compliance guidelines. KEY COLLABORATORS
Sr. Business Banking Associate Manager, Director Credit Administration, REDD, Loan Operations, Commercial Sales Team, Portfolio Managers, Credit Analysts, Construction Department SUPERVISORY RESPONSIBILITIES None COMPETENCIES Alignment w/Sunrise Core Values Communication Compliance Dependability & Flexibility Initiative Integrity Judgement Organizational Skills Productivity & Pro-Active Professionalism Quality Service Teamwork Technical /PC Skills Work Quality EDUCATION & EXPERIENCE High school degree or GED required. 2 Year College degree in business related field preferred. 1-2 years BBA or similar experience required. Experience in the financial industry preferred. Superior skill set in the use of the following software applications: Microsoft Teams, Excel, Word, PowerPoint, Access, and Outlook. A comprehensive skill set in Fiserv & Abrigo preferred. COMPENSATION AND BENEFITS Annual salary DOQ: $43,353 - 61,933 - 80,513 Benefits: Medical, Dental, Vision, Life, AD&D, STD, LTD, Pet insurance, FSA, PTO, PVTO, PPL and more. Visit www.sunrisebanks.com/about/careers Qualifications
Skills
Behaviors
: Motivations
: Education
Experience
Licenses & Certifications
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
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Job Category : Credit Requisition Number : BUSIN001855 Apply now Posted : October 31, 2025 Full-Time Locations
Showing 1 location Washington - Branch Sunrise Banks - Washington Ave Office 525 Washington Ave No Minneapolis, MN 55401, USA Washington - Branch Sunrise Banks - Washington Ave Office 525 Washington Ave No Minneapolis, MN 55401, USA At Sunrise Banks we are committed to a culture of trust and transparency that welcomes all. POSITION SUMMARY The Business Banking Associate position requires attention to detail and technical proficiency. The role involves supporting the Commercial Lending and Portfolio Management team by maintaining client relationships, collecting financial and related data, conducting monetary transactions, and providing customer service. Responsibilities also include managing loan and credit file documentation to ensure adherence to bank policies, procedures, and regulatory requirements. ESSENTIAL FUNCTIONS Areas of concentration include commercial term loans and lines of credit; consisting of Commercial & Industrial (C&I), Commercial Real Estate (CRE), 1-4 Family, Multi-Family, Leases, and Small Business Administration (SBA) Guaranteed Loans. Maintains client relationships through: Working with title companies, attorneys, and insurance companies to request documents for loan files, loan closings, settlement statements, recording of collateral, etc. Performing all due diligence related to commercial loan closings: order/review title policies, lien searches, credit reports, OFAC, borrower organizational documents, COGS, flood zone determinations, order Appraisals/Environmental Phase I, Property Tax Escrow Calculations, trust documentation, HMDA, CIP, CRA. Requesting appropriate loan documents & reviewing loan closing documents/packages to prepare for loan closings and working with Loan Operations to ensure proper booking of loan and processing of fees. Ensuring that all Conditions to Close have been met prior to loan closing. Serving as a contact and a conduit for commercial clients’ needs. Communicating with clients to obtain required financial information & other information needed to conduct business and maintain the integrity of their commercial loan file. Maintain the borrowers Document Library by coordinating the updating of ticklers & preparing the file for the imaging. Assisting commercial lenders by scheduling & facilitating loan closings or other meetings with the borrower. Report Management Clear post-closing findings discovered by the loan review team. Adhering to all Bank regulatory requirements, policies & procedures, and Compliance guidelines. KEY COLLABORATORS
Sr. Business Banking Associate Manager, Director Credit Administration, REDD, Loan Operations, Commercial Sales Team, Portfolio Managers, Credit Analysts, Construction Department SUPERVISORY RESPONSIBILITIES None COMPETENCIES Alignment w/Sunrise Core Values Communication Compliance Dependability & Flexibility Initiative Integrity Judgement Organizational Skills Productivity & Pro-Active Professionalism Quality Service Teamwork Technical /PC Skills Work Quality EDUCATION & EXPERIENCE High school degree or GED required. 2 Year College degree in business related field preferred. 1-2 years BBA or similar experience required. Experience in the financial industry preferred. Superior skill set in the use of the following software applications: Microsoft Teams, Excel, Word, PowerPoint, Access, and Outlook. A comprehensive skill set in Fiserv & Abrigo preferred. COMPENSATION AND BENEFITS Annual salary DOQ: $43,353 - 61,933 - 80,513 Benefits: Medical, Dental, Vision, Life, AD&D, STD, LTD, Pet insurance, FSA, PTO, PVTO, PPL and more. Visit www.sunrisebanks.com/about/careers Qualifications
Skills
Behaviors
: Motivations
: Education
Experience
Licenses & Certifications
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr