Loan Portfolio Coordinator
2 weeks ago
This onsite role provides critical support to Commercial Bankers in managing the loan portfolio, ensuring timely and accurate preparation of loan documents, funding processes, credit file maintenance, and coordination of loan closings.
Key Responsibilities- Prepare loan documents, including loan agreements, promissory notes, and other relevant documents, in accordance with Bank policies and regulatory requirements.
- Coordinate loan closings, ensuring all necessary documents are in order and that the process is completed efficiently and accurately.
- Maintain accurate and up-to-date credit files, ensuring all relevant information is readily available for Bankers and other stakeholders.
- Provide exceptional client service, responding to inquiries and resolving issues in a timely and professional manner.
- Ensure compliance with State and Federal regulations, as well as Bank policies and guidelines, to minimize risk and maintain a high level of quality in loan documentation and processing.
- Collaborate with Bankers and other teams to ensure seamless loan processing and closing, providing support as needed to ensure timely completion of loan transactions.
- Stay up-to-date on Bank products and services, as well as relevant regulatory requirements, to provide informed guidance and support to Bankers and other stakeholders.
- High school diploma or equivalent required; Bachelor's degree or additional coursework in banking, finance, or a related field preferred.
- Minimum two years of commercial banking support experience or client service experience in a financial institution, with a focus on loan review, documentation, client service, and compliance.
- Excellent verbal and written communication skills, with the ability to effectively interact with Bankers, customers, and other stakeholders.
- Strong organizational, time management, and administrative skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
- Proficiency in Microsoft Office, including Word, Excel, and Outlook, with the ability to learn and adapt to new software and systems as needed.
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