Gather information and prepare loan application, disburse loan advances, accurately quote payoffs, order credit reports, pull financial statements, collect and review documentation for accuracy and compliance prior to submission for processing, work closely with Private Bankers in obtaining and approving collateral releases, complete file release Universal Commercial Code (UCCs), complete application for Letters of Credit, and retrieve and utilize information on sweep accounts. Use experience-based expertise to provide customers and PB team companywide with answers to questions regarding policies, procedures, processes, and systems relating to new account establishment, loan administration, training requirements, platform systems (LoanFlow/Atlas/M&I/LaserPro/nCino), compliance requirements and general questions concerning other areas of the bank that interface with Private Banking.