Commercial Banking Operations Coordinator
4 days ago
- CBC Operations Functions:
- Assist Bankers in business development to meet or exceed new client relationship goals, generate new loans, deposits, and fees, maintain portfolio, review weekly reports, book loans, follow up on post-closing exceptions, and liaise with Portfolio Manager to provide requirements due.
- Support Banker Business Development:
- Coordinate loan approval and document preparation, process closed loans for booking and submission to loan vault, provide prompt, professional, and courteous service to customer inquiries, and communicate with outside vendor companies regarding closing procedures.
- Banker Portfolio Management:
- Review exceptions reports and follow up with borrowers and Commercial Bankers to clear loan document exceptions, manage past dues by providing weekly reports to Commercial Bankers and follow up with customers on past financial statements, assist the Portfolio Manager when needed in completing annual reviews when due, monitor various reports including overdrafts, expiring loan insurance, and ABL Monitoring reports.
- Customer Retention and Growth:
- Implement customer satisfaction surveys and analyze results.
- Adhere to Regulatory Standards:
- Observe government regulations and laws, bank policies, and procedures, ensure adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and regulated banking requirements.
- High School Diploma or equivalent required, Bachelor degree in Business Administration, Economics, Finance, or related major preferred.
- 5+ years related experience in process and office management, business analytics, and diagnosis obtained through commercial lending support and portfolio management, 2+ years financial services experience.
$60,000 - $80,000 per year
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