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Client Relationship Coordinator

2 months ago

Indianapolis, Indiana, United States Stock Yards Bank and Trust Full time
Job Overview

As a Client Relationship Coordinator within the Commercial Lending Division, you will engage in managing designated portfolios, encompassing both new and ongoing client relationships. You will act as the primary liaison for current clients, ensuring exceptional service and effective communication. Your role will involve loan documentation and customer support, all within a professional setting that fosters skill enhancement and career advancement opportunities in the banking sector.

Key Responsibilities

  • Answer incoming calls and welcome clients
  • Facilitate the opening of depository accounts as necessary
  • Assist in the preparation, maintenance, and servicing of loans, including the procurement of supporting documentation from external service providers
  • Complete loan applications using lending software and aid in the creation of approval documents
  • Manage loan closings as required
  • Ensure the accuracy and readiness of all documents for closing
  • Disburse loans in accordance with the documentation provided in the loan package
  • Support clients with their banking needs, requests, or concerns
  • Communicate effectively with clients and colleagues, both verbally and in writing
  • Provide administrative assistance to the department
  • Oversee all exception reports by informing clients, vendors, or lenders of required documentation
  • Possess knowledge of the bank's lending policies and departmental procedures
  • Assist in coordinating departmental events
  • Perform additional duties as assigned

Qualifications

  • High School Diploma or GED Equivalent; a college degree is preferred
  • A minimum of 1 year of experience in a related field or professional experience in the financial services industry
  • Understanding of basic lending principles and loan documentation
  • Ability to communicate effectively in writing and verbally, tailored to the audience's needs
  • Capability to collaborate with all levels of management and staff
  • Exhibit strong active listening skills
  • Ability to maintain client satisfaction and foster positive client relationships
  • Efficient time management skills
  • Proficient in Microsoft Word, Excel, and Outlook
  • Maintain a professional appearance and demeanor

Employee Benefits

  • 401(k) plan with a company match of up to 6%
  • ESOP employer match
  • Comprehensive medical insurance
  • Dental and vision insurance
  • Cancer and disease insurance
  • Accident insurance
  • Flexible Spending Accounts
  • Health Savings Accounts
  • Bank-paid Life and AD&D insurance
  • Voluntary Life and AD&D insurance
  • Bank-paid Short-Term and Long-Term Disability insurance
  • Employee Stock Purchase Plan
  • Employee Assistance Program

Physical Demands

The physical requirements outlined here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

This role primarily involves sitting, with limited walking and standing. All work is conducted indoors during regular working hours, and the noise level in the work environment is typically moderate.