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nasdaq:htlf www.htlf.com htlf.wd1.myworkdayjobs.com Jan 9th, 2023 12:00AM The Associate General Counsel (Commercial Lending) Hybrid or Remote (USA) Open Heartland Financial USA, Inc. United States of America (Remote) USA Dec 10th, 2022 12:00AM <p><b><span>Wisconsin Bank and Trust is an equal opportunity employer committed to creating a diverse workforce.  We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.</span></b></p><p></p><p><b>Wisconsin Bank and Trust is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes &#34;Great Things Happen!&#34;™</b></p><p></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>The Associate General Counsel (Commercial Lending) is the lead counsel responsible for providing strategic support to the commercial lending, commercial cards and deposit products lines of business. This position will work closely with the senior management team and outside counsel to set the strategy and goals for legal efforts in alignment with the larger organization goals and risk tolerance. The Associate General Counsel will take the lead in identifying and addressing potential legal issues and regulatory risks for current activities and operations and strategic initiatives.<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p><br />Primary Responsibilities</p><ul><li><span>Serves as lead counsel for commercial lending, commercial cards and deposit products by maintaining relevant subject matter expertise; providing practical, results orientated legal analysis and advice, managing internal and external legal resources, and effectively developing and maintaining strong client relationships.</span></li><li>Serves as lead counsel for at least two assigned lines of business and divisions by maintaining relevant subject matter expertise; provides practical, results orientated legal advice, manages internal and external legal resources, and effectively develops and maintains strong client relationships.</li><li>Serves as the legal department subject matter expert for assigned areas of law.</li><li>Maintains effective partnerships with other company departments to support common client relationships.</li><li>Provides legal advice and support for client projects and product development initiatives.</li><li>Conducts and coordinates research into a variety of laws, regulations and legal issues.</li><li>Develops and recommends company policy and positions on legal issues.</li><li>Monitors and provides regular client communications and education to the legal department, internal clients and company management on emerging legal issues and risks.</li><li>Drafts, reviews, and edits complex contracts, legal memoranda, customer disclosures and documents, regulatory filings, client policies and procedures and litigation documents and filings.</li><li>Effectively manages outside counsel and litigation strategy for assigned litigation matters.</li><li>Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.</li></ul><p><br />Secondary Responsibilities</p><ul><li>Performs other duties as assigned.</li></ul><p><br />Management Responsibilities</p><ul><li>Works with department staff on individual professional development and career development opportunities. Facilitates team members in creating individual goals and development plans that align with the department goals.</li><li>Works with Heartland Financials’ Talent Acquisition team to identify and hire the most qualified and talented individuals to fill open positions.</li><li>Provides information and on-going feedback to department staff regarding expectations and performance, salary adjustments and/or promotions.</li><li>Addresses and resolves all performance concerns and issues in a timely manner.</li><li>Prepares and conducts annual performance reviews within established deadlines.</li><li>This position may have one or more direct reports comprised of Attorneys or Paralegals and will require the effective use and supervision of internal and external legal resources.</li></ul><p><br />Qualifications</p><p></p><ul><li>Juris Doctorate from an accredited law school required</li><li>Licensed to practice law in at least one state, preferably Minnesota or Iowa required</li><li>10&#43; years experience as a practicing lawyer in a law firm or in-house legal department required</li><li>5&#43; years experience as a lawyer representing financial institutions required</li><li>Demonstrable legal expertise in two or more of the following areas:</li><li>loan documentation</li><li>loan workouts and bankruptcy</li><li>deposit products</li><li>treasury management products</li><li>payment systems</li><li>trust company operations and administration</li><li>employment matters</li><li>corporate governance</li><li>public company reporting and compliance</li><li>corporate law</li><li>mergers and acquisitions</li><li>bank regulation</li><li>vendor and technology contracts</li><li>Working knowledge of the commercial banking and financial services industries</li><li>Ability to efficiently oversee, supervise and manage external legal counsel</li><li>Excellent written and verbal communication skills, including ability to draft well-written reports, memoranda, general business correspondence, and policies and procedures</li><li>Highly computer literate, including Microsoft Office and Adobe Acrobat</li><li>Agile and creative problem solver</li><li>Collaborative partner with strong inter-personal skills and the ability to work effectively with team members at all levels across the company, including executives and senior management, business line leaders, and division directors and managers</li><li>Ability to discretely handle highly confidential and sensitive information</li><li>Ability to work independently and exercise excellent judgement</li><li>Highly organized with a strong attention to detail</li></ul><p></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left">Scheduled Weekly Hours:</p>40<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left">Time Type:</p>Full time<p></p><div><div><div><div><div><div><div><p><b><span>The targeted salary for this role is:</span></b></p></div></div></div></div></div></div></div>$171,111.00<div><div><div><div><div><div><div><p><i>You may also be offered incentive compensation, and benefits. Compensation may vary and is based on geographic location of the specific role as well as the skills and experiences of the selected candidate.</i></p></div></div></div></div></div></div></div> Jan 9th, 2023 05:54PM Jan 9th, 2023 05:54PM Heartland Financial USA Financials Banks
nasdaq:htlf www.htlf.com htlf.wd1.myworkdayjobs.com Jan 9th, 2023 12:00AM Business Analyst II Open Heartland Financial USA, Inc. United States of America (Remote) USA Dec 10th, 2022 12:00AM <p><b><span>Wisconsin Bank and Trust is an equal opportunity employer committed to creating a diverse workforce.  We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.</span></b></p><p></p><p><b>Wisconsin Bank and Trust is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes &#34;Great Things Happen!&#34;™</b></p><p></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>The Business Analyst II identifies and solves problems affecting the business solution, and works closely with the project manager to analyze the existing business systems and make recommendations for improvement<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p>Responsibilities:</p><p><br />1.  Analyzes and models the business domain to create a complete picture of work-flows, task assignments and technical requirements fulfilled by existing and proposed software; including analyzing documents and processes to establish problem areas.<br />2.  Acts as liaison with system users and various stakeholders in developing usability requirements by conducting interviews, performing surveys and administering questionnaires.<br />3.  Acts as liaison with information systems staff to develop technical requirements.<br />4.  Supports the Project Manager to define the business problem and primary objectives of new projects. <br />5.  Identifies and validates the key business requirements.<br />6.  Conducts feasibility studies for new proposed systems.<br />7.  Produces requirement definition documents and determines the cost benefit analysis as needed.<br />8.  Designs dataflow diagrams for current process and new proposed system or improvements..<br />9.  Evaluates potential software solutions, including off-the-shelf and open source components, and the system architecture to ensure that they meet business requirements.<br />10. Creates functional requirements in use cases.  Coordinate requirements walk-through and sign-offs, verifying with user representatives/stakeholders that use cases and process models accurately portray business needs.<br />11. Specifies requirements that are in line with the company&#39;s vision and mission.<br />12. Produces appropriate reports from the analysis.<br />13. Is involved in the overall HTLF roadmap for technical tools.<br />14. Assists with project management duties as needed.<br />15. Participates in the Project Management Center of Excellence.<br />16. Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.<br />17.Performs other duties as assigned.</p><p><br />Job Requirements:</p><p><br />1.  Bachelor’s Degree in Computer Science, Business or related field; or equivalent years of experience.<br />2.  3 or more years of Business Analysis experience.<br />3.  5-7 years of experience in Information Services or related field.<br />4.  In depth knowledge of 2 or more Heartland business units.<br />5.  Must be familiar with a variety of the field&#39;s concepts, practices and procedures.<br />6.  Knowledge of MS Office and additional MS Tool, RDBMS concepts and Information Technology skills.<br />7.  High level of understanding of enterprise tools.<br />8.  Knowledge of requirement gathering and analysis methodologies and Process Mapping techniques.<br />9.  Knowledge of software applications and architectures.<br />10. Project Management methodologies.</p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left">Scheduled Weekly Hours:</p>40<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left">Time Type:</p>Full time<p></p><div><div><div><div><div><div><div><p><b><span>The targeted salary for this role is:</span></b></p></div></div></div></div></div></div></div>$77,547.00<div><div><div><div><div><div><div><p><i>You may also be offered incentive compensation, and benefits. Compensation may vary and is based on geographic location of the specific role as well as the skills and experiences of the selected candidate.</i></p></div></div></div></div></div></div></div> Jan 9th, 2023 05:54PM Jan 9th, 2023 05:54PM Heartland Financial USA Financials Banks
nasdaq:htlf www.htlf.com htlf.wd1.myworkdayjobs.com Jan 9th, 2023 12:00AM Consumer Loan Doc Specialist II Open Heartland Financial USA, Inc. United States of America (Remote) USA Dec 10th, 2022 12:00AM <p><b><span>Wisconsin Bank and Trust is an equal opportunity employer committed to creating a diverse workforce.  We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.</span></b></p><p></p><p><b>Wisconsin Bank and Trust is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes &#34;Great Things Happen!&#34;™</b></p><p></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>The Consumer Loan Documentation Specialist II is responsible for preparing Consumer non-real estate and real estate loan documentation for all Heartland Banks, including VIP lines, vehicle, mobile home, boat, and possessory, home equity lines of credit and bridge loans, as well as change in terms agreements, renewals and extensions.<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p><span><span>Job Description</span></span><br /> </p><p><span><span><span><span>Responsibilities:</span></span></span></span></p><p><span><span><span><span>1.  Review and interpret the Mark IV underwriting decision report, terms, conditions and related Borrower and Collateral<br />    documentation to accurately structure and document the loan to ensure adherence to requirements.<br />2.  Obtain and conduct a thorough review of collateral documentation, i.e., flood determinations, appraisals, title<br />    searches/commitment, property insurance and premium, to check for accuracy, lien position and compliance with loan<span> </span><span> approval    </span><span> </span>guidelines and internal policies.<br />3.  Work with Personal Bankers and provide resolution on judgments, liens or title discrepancies.<br />4.  Check for HOEPA triggered loans, prepare, print and mail disclosure to Borrower.<br />5.  Obtain missing information, discuss required documentation, coordinate closing dates with the Personal Bankers.<br />6.  Accurately identify all requirements to document the loan properly and complete the setup in the appropriate bank’s<br />    onBase/Info Access imaging system, thereby creating a virtual tickler system for  reporting/tracking information.<br />7.  Prepare loan documentation according to the time standards as set by Heartland Loan Operations.<br />8.  Perform automated uploads and manually input non Laser Pro Dealer loans into the Bank’s FiServ system.<br />9.  Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as<span> </span><span>i t    </span><span> </span>relates to the job function.<br />10. Performs other duties as assigned.</span></span></span></span></p><p><span><span><span><span>Job Requirements:<br />1.  High School diploma required; Associates Degree in Finance, Accounting or Business preferred<br />2.  1-2 years office/ loan operations experience.<br />3.  Effective interpersonal and communication skills<br />4.  Ability to problem solve and attention to detail skills; responsible for meeting quality standards<br />5.  Ability to handle and prioritize multiple tasks maintaining Service Level Agreements<br />6.  Ability to work effectively in a fast-paced environment<br />7.  Proficient computer skills, including Windows, Excel, Word, and Outlook</span></span></span></span></p><p></p><ul></ul><p></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p>Standard ADA Selection:<br /><br />Physical Demands:<br /><br /><br />Working Environment:<br /><br /><br />Standard Business Hours:<br /><br />Standard business hours are Monday through Friday, 8:00 a.m. to 5:00 p.m. Exempt employees are expected to work as long as it takes to accomplish the goals and deliverables of the position; typically, a minimum of 40-45 hours per week.<br /><br />Travel:<br /><br /><br />Driving Requirements:<br /> </p><p style="text-align:left">Scheduled Weekly Hours:</p>40<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left">Time Type:</p>Full time Jan 9th, 2023 05:54PM Jan 9th, 2023 05:54PM Heartland Financial USA Financials Banks
nasdaq:htlf www.htlf.com htlf.wd1.myworkdayjobs.com Jan 9th, 2023 12:00AM Team Manager for Government Guaranteed Lending, SBA 7(a) and 504, (Hybrid, Remote) Open Heartland Financial USA, Inc. IBT-Rosemont LPO-W Higgins Rd USA Dec 10th, 2022 12:00AM <p><b><span>Wisconsin Bank and Trust is an equal opportunity employer committed to creating a diverse workforce.  We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.</span></b></p><p></p><p><b>Wisconsin Bank and Trust is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes &#34;Great Things Happen!&#34;™</b></p><p></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>The Portfolio Manager Team Lead for the Government Guaranteed Lending Group leads a team of Portfolio Managers and collaborates with support teams to provide government guaranteed loan support to the HTLF banks. The Team Lead is a strong leader and underwriter and provides expertise on SBA 7(a) and 504 loans including eligibility, underwriting, origination, and servicing.<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p><b><span>PRIMARY &amp; ESSENTIAL RESPONSIBILITIES:</span></b></p><p><span>1.<span>    </span>Leads a team of Government Guaranteed Portfolio Managers and collaborates with support teams that specialize in government guaranteed lending.</span></p><p><span>2.<span>  </span><span> </span><span> </span>Underwrites and reviews government guaranteed credit requests for eligibility and credit quality.</span></p><p><span>3. <span>   </span>Underwrites and reviews modifications including workout plans for government guaranteed loans for compliance with the SBA SOPs and credit quality.</span></p><p><span>4. <span>   </span>Provides guidance on government guaranteed loan programs to the team, bank Relationship Managers, and bank management.</span></p><p><span>5. <span>   </span>Actively participates in developing and implementing departmental strategies to ensure compliance with the requirements of government guaranteed loan programs and to improve efficiencies.</span></p><p><span>6. <span>   </span>Coordinates internal and external departmental reviews including preparing formal responses and follow up as appropriate.</span></p><p><span>7.    Manages workflow and the assignment of government guaranteed credit requests with attention to bank priorities and Credit Admin service level agreements.<br />8.    Serves as the primary contact for the team, including assisting with the training of new staff and providing coaching, development, and mentoring to the team including reviewing their work.<br />9.    Supports the banks’ efforts in the management of their government guaranteed loan portfolios. <br />10.  Actively participates in meetings and activities that support business development, relationship management, and portfolio management activities of the banks. <br />11.  Serves as the senior government guaranteed credit underwriter for the team.<br />12.  Works independently to appropriately and timely underwrite credit and develop the appropriate credit structure in relationship to the credit risk.<br />        a.    Analyzes historical and projected financial statements for business, personal borrowers, and guarantors. Identify and analyze risks and repayment ability. <br />        b.    Evaluates the adequacy of loan structures and collateral position. <br />        c.    Identify risks related to borrower operations.  Understand the history of business, ownership, type of business entity, and industry/sector of the borrower.  <br />        d.    Summarizes findings in a credit presentation (write-up) which will be utilized by the respective authorities as a basis for their approval decisions.  Write-ups will summarize credit risks in a “Credit Comment”; identify loan policy exceptions; propose improvements to loan structure; assess the loan risk rating and evaluate the potential impact of default. <br />        e.    Reviews commercial loan file documentation for accuracy and compliance with approval requirements.<br />        f.    Completes required participation allocations based upon an understanding of requirements of combining loans for legal lending limit considerations and assess appropriate level of approval required for each request.<br />        g.    Leads underwriting discussions with Credit Officers, bank Relationship Managers and bank management.<br />        h.    Keeps the Relationship Manager informed of the status of the credit request and obtains concurrence from the Relationship Manager and Credit Officer on significant changes to proposed terms and conditions of the credit. <br />        i.    Maintains frequent communication with required individuals to ensure the renewal is properly underwritten, and that the loan is renewed on or before the maturity date.<br />13.  Assists the Relationship Manager in preparing for client and prospect meetings. <br />        a.    Obtains updated information on existing relationship, by obtaining industry or call information from sites such as First Research and eMentor.<br />        b.    Participates with the Relationship Manager, in meetings with the client or prospect at the customer’s place of business, the bank offices, or by phone. Serves as the expert on ProfitMax.<br />14.  Prepares business case memos and participates in business case discussions, subsequent meetings with bank management, industry specialists, and other interested parties. Exchanges information, ideas, and seeks to understand the opinions of others.<br />15.  Assists the Relationship Manager to assure that all client documentation and customer agreements, credit and non-credit alike, are accurate, properly executed, and funds are withheld until all documents are properly executed.<br />16.   Conduct business in compliance with Company policies and procedures, federal and state laws and regulations.<br />17.  When applicable, actively participate in community activities that promote the banks and/or assist in business development.<br />18.  May participate in the on-site conversion of acquired banks, including assisting in the conversion of portfolio data, initiating renewal requests, and training bank staff.<br />19.  Continuously seek additional knowledge and training to enhance sales, credit, and people skills.</span></p><p><br /><b><span>REQUIRED SKILLS &amp; EXPERIENCE:</span></b><br /><span>1.    Bachelor’s Degree in Business Administration, Finance, Accounting, or a related field.<br />2.<span>    </span>5&#43; years of recent experience with the SBA 7(a) and 504 lending programs including eligibility, underwriting, origination, and servicing.<span>  </span>Thorough understanding of the SBA SOPs.<span>  </span>Experience with other SBA, USDA, and DOI lending programs, preferred.<br />3.    Experience leading a team toward high performance and engagement.<br />4.    Understanding of credit analysis, risk analysis, and accounting and finance principles.<br />5.    Thorough knowledge of commercial lending, credit, and appropriate banking laws and regulations.  <br />6.    Strong credit underwriting skills. Experience in credit structuring and prudently accommodating customer credit needs.<br />7.    Strong analytical skills and an understanding of general economic theory as it relates to the lending and business environment.<br />8.    Strong critical thinking, interpersonal, and organizational skills.<br />9.    Demonstrate accuracy and thoroughness. Looks for ways to improve and promote quality. Apply feedback to improve performance; monitors own work to ensure quality. <br />10.    Ability to maintain confidentiality of customer and credit information. <br />11.    Demonstrated proficiency in organizing and prioritizing work to meet deadlines, with the ability to adapt within a changing environment.<br />12.    Proficient in Microsoft Word, Excel, and Outlook.<br />13.    Past experience with PROFITMAX, InfoAccess, CME, AS400/Fiserv or other relevant computer programs, preferred.<br />14.    Understanding of bank policies and procedures, preferred.</span></p><p><span> </span></p><p><b><span>OCCUPATIONAL CERTIFICATION: </span></b></p><p><span>1.    Possesses the RMA Credit Risk Certification (CRC designation) or willing to work towards certification. </span></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left">Scheduled Weekly Hours:</p>40<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left">Time Type:</p>Full time Jan 9th, 2023 05:54PM Jan 9th, 2023 05:54PM Heartland Financial USA Financials Banks
nasdaq:htlf www.htlf.com htlf.wd1.myworkdayjobs.com Jan 9th, 2023 12:00AM Senior Portfolio Manager - Bank - REMOTE Open Heartland Financial USA, Inc. WISCONSIN - CST (Remote) USA Dec 10th, 2022 12:00AM <p><b><span>Wisconsin Bank and Trust is an equal opportunity employer committed to creating a diverse workforce.  We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.</span></b></p><p></p><p><b>Wisconsin Bank and Trust is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes &#34;Great Things Happen!&#34;™</b></p><p></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>The Senior Portfolio Manager - Bank underwrites Commercial and Ag credit exposures. This position gathers, analyzes and interprets credit and financial information for existing and prospective customers in order to assess credit quality and minimize risk and potential loss. Additionally, this role analyzes all types of credit requests, including complex relationships with larger dollar exposure and higher risk. Finally, the Senior Portfolio Manager assists the Commercial Banker in managing client relationships.<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p><br />Primary Responsibilities</p><ul><li>Underwrites the credit and develops the appropriate credit structure in relationship to the credit risk.</li><li>Analyzes historical and projected financial statements for business, personal borrowers and guarantors.</li><li>Identifies and analyzes risks and repayment ability.</li><li>Evaluates the adequacy of loan structures and collateral positions, and identifies risks related to borrower operations.</li><li>Summarizes findings in a credit presentation (write-up) according to established guidelines to provide insights for approval decisions.</li><li>Reviews commercial loan file documentation for accuracy and compliance with approval requirements.</li><li>Completes required participation allocations according to established guidelines.</li><li>Leads underwriting discussions with Credit Officers and Commercial Bankers.</li><li>Provides underwriting, completed applications and servicing requests for Government Guaranteed programs.</li><li>Partners with Commercial Bankers by providing information on the status of credit and obtains concurrence from the Commercial Banker on significant changes to proposed terms and conditions of the credit.</li><li>Holds weekly meeting with required individuals to ensure the renewal is properly underwritten, and that the loan is renewed on or before the maturity date.</li><li>Obtains and reviews financial statements on a timely basis.</li><li>Understands, detects, and reports the early warning signs of problem credits, and Minimizes the risk of credit loss to maintain appropriate risk ratings on all loans.</li><li>Obtains and reviews Compliance Certificates, Borrowing Base Certificates, and associated receivable, payable, and inventory reports on a timely basis.</li><li>Monitors all covenants and follow ups immediately on any covenants out of compliance.</li><li>Obtains updated information on existing relationships by obtaining industry or call information from sites such as First Research and eMentor.</li><li>Partners with the Commercial Banker in meeting with customers and/or prospects to provide expert insights, and serving as the relationship manager within the bank to assist customers.</li><li>Prepares business case memos and participates in business case discussions, subsequent meetings with bank management, industry specialists, and other interested parties.</li><li>Partners with the Commercial Banker to ensure all client documentation and customer agreements, credit and non-credit alike, are accurate, properly executed, and funds are withheld until all documents are properly executed.</li><li>Assists the Commercial Banker by scheduling, attending, participating in the Lender Annual Review, and in some cases, conducting loan closings.</li><li>Prepares real estate property evaluations consistent with bank policy and regulations.</li><li>Conducts business in compliance with bank policies, procedures, federal and state laws and regulations.</li><li>Actively participates in community activities that promote the bank and/or assist in business development when applicable.</li><li>Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.</li></ul><p><br />Secondary Responsibilities</p><ul><li>Performs other duties as assigned.</li></ul><p>Management Responsibilities</p><ul><li>This job has no management responsibilities.</li></ul><p><br />Qualifications</p><p></p><ul><li>Bachelors Accounting, Business Administration/Management, Finance, Or Related Field required</li><li>3-5 years related experience as a Credit Analyst, Portfolio Manager or Commercial Loan Officer required</li><li>Strong analytical skills and an understanding of general economic theory as it relates to the lending and business environment required</li><li>Demonstrated understanding of credit analysis, risk analysis, and accounting and finance principles required</li><li>Working knowledge of commercial and agricultural lending, credit and appropriate banking laws and regulations required</li><li>Strong credit underwriting skills with experience in credit structuring and prudently accommodating customer credit needs required</li><li>Proven track record of demonstrating accuracy and thoroughness with an focus on finding ways to improve and promote quality required</li><li>Ability to maintain confidentiality of customer and credit information required</li><li>Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required</li><li>Thorough understanding of bank policies and procedures required</li><li>Proficiency in Microsoft Word, Excel, and Outlook required</li><li>Experience with ProfitMax, InfoAccess, SME, AS400/Fiserv and/or other related computer programs preferred</li><li>RMA - Credit Risk Certification - CRC - Risk Management Association - RMA within 1-1/2 Yrs required</li></ul><p><br />Competencies</p><p></p><p></p><ul><li>Accountability - Thinking and acting ethically, honestly, and with the highest work standards; taking responsibility for your actions and fostering a work environment where accountability is valued.</li><li>Customer Experience/Focus - Going out of the way to anticipate and meet customer needs; remaining knowledgeable and up to date on all products and services of the bank and how to best the help the customer.</li><li>Functional Role Expertise - Knowledgeable and skilled in functional specialty; demonstrating an ability to add organizational value through unique expertise in a functional specialty area.</li><li>Results Oriented - Maintaining an appropriate focus on outcomes and accomplishments motivated by achievement; identifying outcomes as a critical success factor in the bank where there are countless interactions with customers and internal partners.</li></ul><p></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left">Scheduled Weekly Hours:</p>40<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left">Time Type:</p>Full time Jan 9th, 2023 05:54PM Jan 9th, 2023 05:54PM Heartland Financial USA Financials Banks
nasdaq:htlf www.htlf.com htlf.wd1.myworkdayjobs.com Jan 9th, 2023 12:00AM Senior Business Systems & Applications Developer, Salesforce DevOps REMOTE Open Heartland Financial USA, Inc. FLORIDA - EST (Remote) USA Dec 10th, 2022 12:00AM <p><b><span>Wisconsin Bank and Trust is an equal opportunity employer committed to creating a diverse workforce.  We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.</span></b></p><p></p><p><b>Wisconsin Bank and Trust is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes &#34;Great Things Happen!&#34;™</b></p><p></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>We are seeking a highly motivated, Salesforce-centric systems &amp; applications developer to join a diverse technology team responsible for the development, implementation, and support of customer and business products. The ideal candidate will have a solid understanding of dev ops principles and processes, with a background in both force.com &amp; front-end/full-stack development. This position offers you the opportunity to explore Salesforce and Front-end technologies, as well as refine your immediate skillset. We are looking for someone who is willing and eager to learn – we ultimately promote strength, insight, growth, and opportunity.<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p><br />Primary Responsibilities</p><ul><li>Define, build, implement, and maintain Salesforce DevOps pipelines for secure CI/CD across multiple teams/environments</li><li>Maintain source and version control repositories &amp; tools (AutoRABIT/GIT)</li><li>Work with product owners to understand desired application capabilities and testing scenarios</li><li>Develop tools to facilitate automated testing, performance monitoring, resilient analysis, deployments, etc.</li><li>Contribute to the development of force.com: LWCs, Frameworks, Pages, Flows, Apex, Etc.</li><li>Develop business solutions with code &amp; modern frameworks:  React/Angular, HTML, CSS, APIs, Cloud Computing, Etc.</li><li>Train team members on DevOps processes, release management, and version control processes.</li><li>Document latest releases and application management: versioning, training, how to’s, change management</li></ul><p><br />Secondary Responsibilities</p><ul><li>Design self-service tools to enhance developer productivity for application management</li><li>Offer application support &amp; incident resolution</li><li>Design &amp; develop Salesforce Experience Site features and components (front-end &amp; back-end)</li><li>Manage APIs, data parsing, and testing</li><li>Work closely with the business to identify requirements and technical resolutions (SME &amp; consultation)</li></ul><p></p><p>Qualifications</p><p></p><ul><li>Bachelor’s Degree in Computer Science or equivalent experience</li><li>Interested or experienced in software release management (Salesforce)</li><li>Knowledge of OO programming and concepts (Java, C#, Python)</li><li>Proficiency with source control, continuous integration, and testing pipelines</li><li>Self-managing and well organized</li><li>Understanding of waterfall, agile, and iterative development methiodides</li><li>Works well in a remote team environment</li><li>Authorized to work for any U.S employer</li></ul><p></p><p></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left">Scheduled Weekly Hours:</p>40<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left">Time Type:</p>Full time<p></p><div><div><div><div><div><div><div><p><b><span>The targeted salary for this role is:</span></b></p></div></div></div></div></div></div></div>$95,812.00<div><div><div><div><div><div><div><p><i>You may also be offered incentive compensation, and benefits. Compensation may vary and is based on geographic location of the specific role as well as the skills and experiences of the selected candidate.</i></p></div></div></div></div></div></div></div> Jan 9th, 2023 05:54PM Jan 9th, 2023 05:54PM Heartland Financial USA Financials Banks
nasdaq:htlf www.htlf.com htlf.wd1.myworkdayjobs.com Jan 9th, 2023 12:00AM Commercial Banker II Open Wisconsin Bank & Trust DePere, Wisconsin - Mid Valley Drive USA Dec 10th, 2022 12:00AM <p><b><span>Wisconsin Bank and Trust is an equal opportunity employer committed to creating a diverse workforce.  We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.</span></b></p><p></p><p><b>Wisconsin Bank and Trust is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes &#34;Great Things Happen!&#34;™</b></p><p></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>The Commercial Banker II is responsible for originating new commercial relationships and the cross selling of existing clients. Focuses on growing deposits, loans and fee income in a profitable manner.<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p>Responsibilities:</p><p>1.  Participate in the business development activities of the bank<br />2.  Identify appropriate prospects within defined target markets, create and manage an effective prospect list and perform activities to insure growth in loan portfolios.<br />3.  Serve our prospects and customers through a consultative selling, trusted advisor role to assist them in recognizing and tackling business opportunities and risks, and helping them accomplish their goals while maximizing our effectiveness.<br />4.  Participate in the underwriting and documentation of the credit<br />5.  Utilize the business case discussion and subsequent meetings with bank management, the credit department, industry specialists and other interested parties to exchange information and ideas, and to seek to understand the opinions of others.<br />6.  Participate in the management of a loan portfolio<br />7.  Monitor the portfolio for credit quality.  Understand, detect and report the early warning signs of problem credits so as to minimize the risk of credit loss and to maintain appropriate risk ratings on all loans.</p><p></p><p>Job Requirements:<br /> <br />1.  Bachelors Degree in Business, including specific courses in accounting, finance, and economics plus additional bank related training<br />2.  4-6 years experience Commercial Banking or other relevant job experience. <br />3.  2 plus years related banking/analysis experience and/or training<br />4.  Demonstrated sales and business development skills<br />5.  Formal Credit Training<br />6.  Or equivalent education and experience<br />7.  Valid drivers license and personal transportation</p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left">Scheduled Weekly Hours:</p>40<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left">Time Type:</p>Full time Jan 9th, 2023 05:54PM Jan 9th, 2023 05:54PM Heartland Financial USA Financials Banks
nasdaq:htlf www.htlf.com htlf.wd1.myworkdayjobs.com Jan 9th, 2023 12:00AM Wealth Advisor - Milwaukee Open Wisconsin Bank & Trust WBT-MILWAUKEE-WATER ST USA Dec 10th, 2022 12:00AM <p><b><span>Wisconsin Bank and Trust is an equal opportunity employer committed to creating a diverse workforce.  We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.</span></b></p><p></p><p><b>Wisconsin Bank and Trust is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes &#34;Great Things Happen!&#34;™</b></p><p></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>The Wealth Advisor serves as a trusted advisor to high net worth clients and businesses with a primary focus on building and growing wealth management relationships. This position provides comprehensive financial guidance regarding investments, risk management, tax, estate planning, and banking needs. They actively seek new wealth relationships and serve as primary contact for a select group of clients. A successful Wealth Advisor is able leverage their experience in planning and investments with the resources of HTLF Wealth Management team to improve the financial lives of their clients.<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p><br />Primary Responsibilities</p><ul><li>Acquires, expands, and retains customer relationships by identifying opportunities, strategizing proactive business development activities, cultivating referral networks, and focusing on viable target markets.</li><li>Develops and strategically executes personal business plan to achieve defined revenue and business objectives.</li><li>Regularly executes all the activities set forth in the bank’s sales hygiene program, including scheduling proactive meetings with customers, prospective customers, and Centers of Influence (COIs), tracking and reporting calls and pipeline details, participating in bank-sponsored events designed to strengthen customer relationships and networks, and engaging in relevant community organizations and events.</li><li>Proactively builds and develops quality relationships with peers, subordinates, superiors, vendors, regulators, and other key contacts.</li><li>Partners with bankers in other departments to provide interdisciplinary expertise to clients when needed. Connects clients across all lines of business at the bank.</li><li>Maintains adequate knowledge of all bank services to make appropriate referrals and meet established annual referral goals.</li><li>Actively participates in community activities.</li><li>Strategically drives the wealth management process for clients through comprehensive financial planning with the support of our team, including review and evaluation of income, assets, tax exposure, investment portfolio, insurance, and estate planning.</li><li>Maintains a working knowledge of trust/fiduciary responsibilities and effectively applies that knowledge to administer trust/fiduciary accounts of assigned clients with the support of Trust and Estate Specialists within the Wealth Management Department.</li><li>Works in conjunction with active and potential customers, their legal and accounting professionals/advisors, and internal Bank partners to develop or improve the customer&#39;s individual and or business estate and financial planning or other trust related business.</li><li>Manages execution of client service standards to develop and retain lasting client relationships. Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management.</li><li>Meets regularly with clients for on-going plan review, updating current and future circumstances, needs and objectives and reviewing investment performance. Educates and communicates with clients about market conditions, evidence-based investment principles, changes in regulatory or tax environment, and other factors which may influence client decisions or behavior.</li><li>Works with investment officers to invest client accounts in wealth management model portfolios. Maintains investment direction in all accounts under administration, including monitoring of investment objectives, asset allocations, and keeping cash invested as appropriate.</li><li>Completes regulator administrative review requirements for assigned client accounts and adheres to other departmental compliance guidelines.</li><li>Keeps informed about the wealth management industry, internal and regulatory standards, procedures, and changes to ensure compliance with all applicable trust laws, rules, regulations, and practices.</li><li>Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.</li></ul><p><br />Secondary Responsibilities</p><ul><li>Performs other duties as assigned.</li></ul><p>Management Responsibilities</p><ul><li>This job has no management responsibilities.</li></ul><p><br />Qualifications</p><p></p><ul><li>Masters preferred</li><li>Bachelors Business Administration/Management, Economics, Finance or</li><li>related field required</li><li>5-7 years experience with direct client-facing personal banking, wealth management, trust, or estate account administration as a financial services professional, CPA, and/or attorney. required</li><li>Familiarity with legal terminology and working knowledge of sound fiduciary principles.</li><li>Proficiency in providing consultative and advice driven sales and service.</li><li>Experience with financial planning, CRM, trust accounting and/or sales reporting software.</li><li>Strong interpersonal negotiation, verbal, and written communication skills.</li><li>Proficiency in delivery of branded presentations, materials, and solutions.</li><li>Uses effective problem solving and analytical skills.</li><li>Proficiency with Microsoft Office applications.</li><li>CTFA - American Bankers Association - ABA preferred</li><li>Certified Financial Planner - CFP - Certified Financial Planner Board of Standards, Inc. preferred</li><li>Chartered Financial Analyst - CFA - CFA Institute preferred</li></ul><p></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left">Scheduled Weekly Hours:</p>40<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left">Time Type:</p>Full time Jan 9th, 2023 05:54PM Jan 9th, 2023 05:54PM Heartland Financial USA Financials Banks
nasdaq:htlf www.htlf.com htlf.wd1.myworkdayjobs.com Nov 17th, 2020 12:00AM Ag Banking Loan Assistant II Open Ag Banking Loan Assistant II Nov 17th, 2020 01:15AM Nov 17th, 2020 01:15AM Heartland Financial USA Financials Banks
nasdaq:htlf www.htlf.com htlf.wd1.myworkdayjobs.com Nov 17th, 2020 12:00AM CPS Implementation Specialist Open CPS Implementation Specialist Nov 17th, 2020 01:15AM Nov 17th, 2020 01:15AM Heartland Financial USA Financials Banks

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