Loan Administrator

About the role

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. The Loan Administrator - Infrastructure Banking provides support to multiple relationship managers/lenders (RMs) and Portfolio Managers (PMs) within the Infrastructure Banking industries, with a focus on Power & Utilities and Data Center financing. This role delivers sales, administrative, and deposit support while facilitating loan closings and post-closing activities to ensure adherence to internal standards and regulatory requirements. The Loan Administrator works directly with specialized infrastructure clients, internal partners, legal counsel, and external advisors to solve problems and deliver superior customer service. The role is operationally and relationship focused, with a strong emphasis on loan administration and documentation, compliance, complex transaction coordination, and execution in a fast-paced environment. Job Accountabilities CLOSINGS - Expedite the closings of specialized industries loans by A) Negotiating loan documents and evaluating alternative structural or documentation solutions, B) Implementing and facilitating the exchange of documents on the closing checklist, C) Confirming the appropriate legal documentation is present and terms match those as approved in the credit presentation, D) Coordinating the deal from checklist through booking, E) Ensuring all closing conditions are met, F) Managing RM/borrower expectations regarding closing timelines through proactive communication and excellent customer service, G) Preparing and reviewing loan closing settlement statements, H) Disbursing loan proceeds in accordance with approved structures and documentation, I) Preparing/Confirming data so loans may be booked properly in the loan system, J) Requesting LaserPro documentation (when applicable), K) Interfacing with borrowers, counsel, agents, internal stakeholders, and customers regarding loan requirements and the necessary preparation for closing, L) Completing accurate loan files, M) Acting as an authorized representative of the company before closing/booking, N) Assessing the appropriateness of waiver requests and documenting approved deviations, O) Negotiating accommodations for approved exceptions, P) Using judgment to determine acceptability of checklist requirements, Q) Reviewing insurance and negotiating changes to meet bank requirements, R) Complete all regulatory requirements for loans (Reg B, Reg C, Reg O, etc). SYNDICATIONS - Participates in or leads bank group meetings to arrange loan documentation and closing requirements for syndicated infrastructure transactions in which Associated is Administrative Agent. Assists with facilitating negotiations among the borrower, borrower's counsel, lead bank counsel, internal legal teams, and syndicate member banks. Responsible for ensuring approved credit presentation deal points and terms are appropriately documented in the loan documentation and communicates with member banks on funding requirements. CUSTOMER SERVICE / TEAMWORK - Provides support to customers, internal partners, and affiliates by solving problems and answering questions to ensure superior customer service. Answer technical questions and research inquiries from lenders and administrative staff to resolve any problems and to ensure customer satisfaction. Works in partnership with RMs as primary liaison with customers, attorneys, consultants, and other third-party representatives, during all phases of financing, by keeping them apprised of the loan closing status and any issues that may exist as well as responding to inquiries in a professional and efficient manner. POST CLOSING - Monitors post-closing deliverables (Original Documentation; Recorded Documentation) and follow up. Ensures the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-Corp credit policy, procedure and business strategy as well as commercial and regulatory guidelines. Maintains files with sufficient documentation for third-party review/timely audits. Confirm booking is accurate in the system of record. DOCUMENT EXCEPTION REPORT - Confirms receipt, tracking, and timely clearing of post-closing documentation exceptions. SYSTEMS - Maintains data integrity for Pipelines; Custom Lender; CoreBank/Signature; SalesPro; Nautilus; Shared Drive. PORTFOLIO AND CREDIT ADMINISTRATION CUSTOMER - Ensures the portfolio administration and risk management of each client relationship is in compliance with established Associated Banc-corp credit

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