This role will manage workflow of business banking and small business loan applications received for underwriting from UMB sales associates in both commercial and consumer lines of business. This role is the point of contact for sales associates to assure a complete application and timely movement of workflow to underwriters, will have extensive interaction with Banking Center Managers/Financial Center Managers, Commercial Loan Officers, as well as Portfolio Specialists. Must carry out responsibilities with the professionalism, confidentiality, and courtesy. Specific responsibilities include:
Create finance request and uploads incoming loan applications and related loan documents to Capital Stream.
Review and assure applications have all information completed. For incomplete applications, communicate with applicable UMB sales associate to collect missing loan application checklist items. Once applications are complete forward to underwriting team.
Prepare and mail adverse action (denial) letters to customers on behalf of UMB sales associates within regulatory requirements.
Create and manage application, production, review, renewal or other reports using excel or other software.
Provide input regarding ideas for improving capital stream and other workflow efficiencies.
Answer/assist with calls from service center and route customer/prospect inquiries to appropriate area.
Monitor and manage work assignments flowing to the department group E Mailbox as assigned.
Provides administrative and project support to department (i.e. scheduling training classes, meetings, office supply management).
Other duties as assigned. 2+ years experience in banking or financial services industry Demonstrates advanced PC skills, including Word, Excel, Access and PowerPoint
Demonstrates exceptional written and verbal communication skills
Demonstrates outstanding interpersonal skills with a strong team orientation
Demonstrates advanced time management skills to prioritize assignments
Demonstrates ability to work independently and solve conflicts/problems
Demonstrates ability to handle highly confidential information
Compensation Range:
Minimum: $33,920.00 - Maximum: $78,450.00The 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. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.
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