Construction Funding Specialist I

Nicolet National Bank

Posted 2 months ago

Full Time

Green Bay, Wisconsin

In Person

Smart Summary

Responsibilities

The Construction Funding Specialist I is responsible for managing draw requests for various construction projects, including commercial and residential structures. This role involves collecting necessary documentation, analyzing construction progress, and coordinating with lenders and internal departments to ensure accurate funding.

Qualifications

You have a High School Diploma or equivalent and at least 1 year of relevant experience. You are expected to have strong organizational, multi-tasking, and prioritizing skills, along with a high degree of accuracy and the ability to maintain strict confidentiality.

Must Have Skills for ATS

draw request reviews

progress inspections

Job Description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Construction Funding Specialist I is responsible for various functions performed during the construction of commercial, agricultural, single-family, multi-family, and other types of structures. These functions include but are not limited to draw request reviews and funding.

As a Construction Funding Specialist I, you will:
  • Collect the necessary documentation from title companies, builders, lenders, and appraisers to ensure complete information and authorization for the draw has been obtained.
  • Analyze the draw request to monitor construction progress and mitigate risk for customer and bank.
  • Order progress inspections from appraisers as needed.
  • Provide your analysis and request approval from lenders where applicable.
  • Work with wire department or frontline to fund draw requests, or fund internal accounts directly.
  • Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned. 
Qualifications:
  • High School Diploma or equivalent
  • 1-year relevant experience.
  • Ability to maintain strict confidentiality
  • Strong organizational, multi-tasking and prioritizing skills
  • High degree of accuracy
  • Self-motivated, resourceful, and strong work ethic
  • Effective verbal and written communication skills and strong interpersonal skills.
  • Ability to maintain regular and reliable attendance.
Benefits:
  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled
 

Nicolet National Bank

Nicolet National Bank opened in November of 2000 as Green Bay’s newest community bank. Nicolet Bank is dedicated to fostering the continued growth of Green Bay and the surrounding communities through a diverse array of products and services. Nicolet Bank’s staff of experienced commercial and retail bankers is committed to understanding the financial needs of you and your business. By offering competitive solutions in commercial lending, private banking and retail banking, Nicolet Bank is devoted to helping businesses and individuals achieve their financial goals. Nicolet National Bank distinguishes itself by providing unmatched customer service to each and every one of its clients. Nicolet Bank offers localized, knowledgeable decision-making designed to create long-lasting relationships within the community. From multi-million dollar commercial loans, to small personal loans, Nicolet Bank can deliver a customized solution to suit your needs. Our staff understands that the success of Nicolet National Bank depends upon the success of our clients. Nicolet National Bank has locations in Northeast and Central Wisconsin, the Upper Peninsula and Northern Michigan, Eastern Minnesota, and a single branch in Naples, Florida.
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