Farm Bureau Bank

Customer Support

• Provides experienced loan servicing and relationship support for commercial customers and lending teams.
• Serve as a primary contact for routine commercial customer servicing requests involving deposit and loan accounts
• Coordinate communication among customers, attorneys, title companies, insurance providers, and internal bank departments to facilitate servicing and loan-related activities
• Process and monitor customer monetary requests, including loan advances, payments, transfers, and maintenance transactions
• Gather, review, and maintain documentation required for commercial loan relationships, including customer information, entity documents, financial statements, due diligence items, and ongoing records retention
• Order and track appraisals, flood determinations, UCC filings, environmental reports, and other due diligence requirements
• Assist with loan closing preparation and coordinate closing logistics
• Support the collection and review of annual financial statements, covenant compliance information, insurance documents, and related review materials
• Monitor exception, maturity, past due, and other portfolio management reports; identify servicing issues and proactively work toward resolution
• Assist with preparation of reports, annual review packages, covenant monitoring, and other portfolio maintenance activities
• Partner with Treasury Management, Deposit Operations, Commercial Operations, and Credit teams to ensure a positive customer experience
• Maintain a working knowledge of commercial loan documentation, servicing requirements, and bank policies
• Provide guidance and assistance to less experienced team members

Commercial Banking Support Specialist