Lending Client Coordinator

Required

• Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to
• Initiates loan renewals and servicing updates with loan accounting and tracks, monitors and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in
• Prepares and delivers a variety of legal documents to clients on a timely basis to meet regulatory and compliance requirements.
• Accurately processes receipts, disbursements and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. Researches client transactions and resolves issues. Assists with follow up on delinquent accounts.
• Keeps current on related process, procedure and organizational updates
• Provides office coverage during normal business hours to meet the needs of clients at location.
• Coordinates team member and/or client events and manages related invoices and requests.
• Serves as an Office Ambassador. Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper,
• Acts as the point of contact for building maintenance and cleaning issues.
• High school diploma or GED.
• 0-5 years of client service experience, preferably in a financial institution.
• Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps.