Finance Administrative Coordinator

1 week ago

Columbia, United States Bevel Financial Full time

Job Title: Finance Administrative Coordinator

Location: Hybrid (Columbia, MO)

Job Description:

We are seeking a detail-oriented and highly organized Finance Administrative Coordinator to join our team. This role will primarily focus on supporting our clients during the onboarding, relationship management, and other administrative duties associated with commercial lending. Under the direction of the Head of Operations, the Finance Administrative Coordinator monitors and executes all client-facing tasks, from application to onboarding, updating, educating, and assisting with loan closing. This role ensures that all functions are performed efficiently and accurately and that all customers receive prompt and courteous service. The coordinator is responsible for ensuring that the Bevel experience and services meet the needs of our clients and organization while achieving our funding goals and objectives with sound commercial lending practices and Bevel Financial's core values.

Key Responsibilities:

  • Serve as a primary point of contact for clients throughout the lending process
  • Plan, direct, and coordinate loan closings between clients and lenders
  • Continuously monitor and evaluate the effectiveness of closing procedures and documentation
  • Balance client application and relationship management
  • Facilitate open communication between clients, lenders, and internal staff
  • Respond to client inquiries and provide regular updates on loan status
  • Present a professional, competent, and persistently positive attitude to clients, prospective clients, partners, and coworkers. 
  • Monitor in-progress and bank-approved opportunities.
  • Verify insurance and create/distribute invoices
  • Monitor distribution of down payments
  • Coordinate payoffs and payment reconciliations
  • Perform office duties including scheduling, filing, scanning, faxing, and recording updates for team documentation
  • Generate reports on loan closings, client onboarding, and other key metrics
  • Assist in the development and improvement of administrative processes and procedures
  • Support other departments as needed with various administrative tasks

Required Qualifications:

    • Bachelor's degree or 2+ years of experience in a related business field
    • Strong understanding of commercial lending processes and documentation
    • Excellent organizational and time management skills
    • Superior attention to detail and accuracy
    • Proficient in Microsoft Office Suite, Google Workspace, and experience with CRM systems
    • Strong written and verbal communication skills
    • Ability to work independently and as part of a team
    • Knowledge of financial regulations and compliance requirements
    • Ability to use TValue or financial calculator to determine loan payments and validate documents

Preferred Qualifications

  • Experience with loan origination software
  • Familiarity with various types of commercial loans (e.g., SBA loans, equipment financing, working capital loans)
  • Notary Public certification

Physical Demands and Work Environment

  • Regular sitting, talking, and hearing required
  • Close vision and ability to adjust focus necessary
  • Moderate noise level in the work environment
  • On-site presence required (hybrid arrangement)

 

What We Offer

  • Competitive salary and benefits package
  • Opportunity for growth and advancement in a fast-paced fintech environment
  • Collaborative and innovative work culture
  • Ongoing professional development and training opportunities

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