Account Manager

Duties & Responsibilities

  • Plans freight and equipment in assigned regions and/or account for maximum utilization and profitability and plans loads according to DOT regulated Hours of Service.
  • Provides services to customers in compliance with contract requirements ensuring on-time deliveries.
  • Communicates all services issues promptly to the customer and elevates issues accordingly to the operations team and others within the organization as applicable.
  • Communicates with drivers. Promptly answers phone calls, emails, and messages to ensure proper communication and eliminate hold time for operators.
  • Coordinates customer freight shipments, including booking freight, answering customer calls and emails, and assisting with customer rate quotes.
  • Supervises the handling of freight from shipper to receiver.
  • Develops and maintains customer relationships with assigned customer base and/or geographic area.
  • Check-calling, relaying, and re-powering all assigned driver freight to customer and carrier agreed specifications.
  • Manages trailer pools.
  • Collaborates with Driver Managers to coordinate Hirschbach operators’ scheduled home time, down time, current status, and predicted time available to provide continuous freight to all fleets.
  • Builds and maintains professional and positive relationships with Hirschbach operators, operations team members, and customers.
  • Communicates any PTA and routing issues that may lead to service issues.
  • Creates plans of action (POA) to increase lane profitability and service percentages. Updates POAs with concerns/delays.
  • Reviews and completes all assigned account billing sheets.
  • KPI and other reporting functions as required by the assigned customer.
  • Attends meetings related to customers and occasionally travels to visit customer sites and terminal locations.
  • Other duties as assigned including proactively assisting others in achieving the organization’s objectives.

Talent Requirements and Skills

  • High school diploma or equivalent, paired with relevant professional experience.
  • Bachelor’s Degree in Transportation/Logistics/Supply Chain, or a related field is preferred.
  • Ability to process information with high levels of accuracy and energy.
  • Ability to multi-task and prioritize workload.
  • Computer proficiency and ability to navigate between multiple programs.
  • Demonstrates an “All In to Win” attitude and displays self-motivation and a strong desire to learn within an unpredictable and demanding environment.


Pay & Benefits

  • $58,000 – $65,000 based on experience
  • Opportunity to earn bonus incentives!
  • Full comprehensive benefit plan, includes medical, dental, vision, company paid disability and life insurance, and more voluntary elections!
  • Paid Time Off earned within your first year
  • 401(k)



EOE. Offer of employment is contingent upon the successful completion or pre-employment screen and background check.

Commercial Loan Syndication Specialist

At HTLF, we’re your career destination!

HTLF is seeking a Commercial Loan Syndication Specialist to join our growing team in Elgin, IL (or Remote). The Commercial Loan Syndication Specialist supports the Relationship Manager (RM) from the initial application processing through closing and booking the transaction, including renewals and modifications along with ongoing support for the client needs. 

This includes being liaison between the RM, Credit and Loan Operations. Complete oversight and responsibility to drive alignment and communication among all internal team members. Additionally, to ensure that all deals successfully continue to move forward. 

The successful CBA II anticipates and executes on all commercial team needs; while guiding, influencing and advising the Relationship Managers for full productivity. Our CBA II makes independent judgment decisions, takes full initiative without waiting for direction, exercises a high level of critical thinking skill and display a dominate presence to ensure each closing is successful.

Role can be Remote

Primary Responsibilities:
•    Manages the loan process and coordinates the ongoing activities of the Portfolio Manager and Commercial Banker in relation to successful origination.
•    Drives the commercial loan process by interacting with loan customers using multiple communication strategies, acting on behalf of the Commercial Bankers, when appropriate and within scope of authority.
•    Guides borrower to collect all required documentation (pre-and post-approval). Enters all loan data (structure, borrowers, collateral, pricing) into LOS System and is accountable for its accuracy.
•    Images all necessary documents and creates placeholders in DocMan to build an electronic credit file (New with system).
•    Oversees the process of compliance and customer verifications to include OFAC and Fraud. Is responsible for adhering to Reg B and flood regulations.
•    Acquires individual and business credit bureaus from 3rd party vendor and provides documents to the Portfolio Manager for Underwriting.
•    Analyzes all information and data requests from Credit and other business lines to secure all open items. Provides all relevant information to the Credit team and other business lines when requested. Reviews all information received from these teams and is responsible for the appropriate disposition.
•    Requests and collects due diligence activities and third party reports (appraisals, environmentals, UCC, title work, articles of good standing, credit report, etc.) and provides them to the Commercial Banker and Portfolio Manager for review.
•    Partners with Loan Operations to support pre-closing and closing activities including: collect loan documents from Doc Prep team, review for completeness, ensure accuracy and accountable for the confirmation of all closing logistics.
•    Engages credit to complete updated financial spreads and other activities (when new financial statements are received from the client and uploaded into the appropriate system).
•    Ensures funding of closed loans, processes income and expense fees per procedures.
•    Obtains exception reports and partners with Commercial Bankers and Portfolio Managers to resolve all loan documentation issues to clear documentation exceptions within the appropriate timeframe.
•    Oversees and processes paid off loans in accordance with bank procedures in a timely and error free manner.
•    Monitors and acts on daily, weekly and monthly reports for maturing and delinquent loans. Ensures that the Deal Team has no administratively delinquent loans. Manage customer accounts by way of processing loan payments, disbursements, advances, and assisting in the monitoring of NSF activity.
•    Reduces Not In Good Order (NIGO) errors and, as a member of the deal team, initiates any actions needed to improve the quality of the loan.
•    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.

Secondary Responsibilities
•    Performs other duties as assigned.
Management Responsibilities
•    This job has no management responsibilities.

•    High School required
•    Associates preferred
•    Bachelors preferred
•    3-5 years of commercial banking support, previous proven Member Bank CBA I experience, or a recent college graduate with high potential for growth
•    Knowledge and experience of Commercial lending and banking regulations, department operations, policies and procedures, preferred
•    Knowledge of proper collateral documentation needed to obtain and perfect all types of collateral, preferred
•    Knowledge of government and specialty lending programs, as well as participated loans, preferred
•    Knowledge of required entity documentation for various business entities (Corporations, LLC’s, Partnerships, etc.), preferred. Proficient computer skills, including Windows, Excel, Word, and Outlook. Ability to quickly become proficient in complex systems.
•    Excellent customer service skills.
•    Effective time management skills with the ability to independently prioritize tasks.
•    Proven ability to work in a fast-paced environment and meet deadlines.

At HTLF, we are one of the top 100 bank holding companies nationwide, Heartland delivers high-quality financial products and service to clients in the Midwestern, Southwestern and Western United States.  This means great resources and career opportunities for our staff!  We can provide you the training and support to develop a great career at HTLF. If you long to join a successful team while expanding your professional skills and experience, then explore a career with us today!
We’re committed to being an Employer of Choice providing a positive, professional work culture that takes care of the welfare of our team members. We believe in:

•    Talent Development – We provide resources to support internal career growth
•    Recognition and Reward – We provide competitive compensation and rewards programs 
•    Corporate Citizenship – We’re committed to making a difference in our communities 
•    Balance – We believe in balance between work, leisure, and wellness
•    Empowerment – We help people grow professionally through empowerment to make decisions and take responsibility for them 

We offer competitive compensation and benefits, including:
•    Paid time off, community volunteering, parental leave, and Holidays.
•    Tuition Benefit plan
•    401k Retirement plan with company match & Discretionary Profit Sharing plan
•    Subsidized Medical and Dental insurance 
•    Free Life and Disability insurance coverage
•    Flexible Spending Accounts
•    Voluntary Vision, Critical Illness, Hospital Indemnity, and Accident plans
•    Employee Assistance program for staff and family members

Submit your resume online at
EOE/AA Employer