Business Loan Operations Coordinator

About the role

The Business Loan Operations Coordinator plays a key role in supporting the Business (Commercial) Loan area by closing, booking, and post-closing loans, ensuring accurate loan documentation and funding. This role also involves serving as a liaison to Internal Loan Officers, Underwriters, and external stakeholders.

Responsibilities

• Adhere to and deliver on Center Parc’s core values: Serve Exceptionally, Commit to Better, Find the Fun, Invest in Integrity, Follow the Numbers, Go Forth and Conquer, Protect with Passion.
• Assist in the documentation and funding of loans for business members of the Credit Union.
• Complete post-closing audits and maintain appropriate follow-up on pending applications.
• Ensure the accuracy and completeness of all forms and documentation for third parties, including lien and collateral verification.
• Maintain a cadence for follow-up and contact with settlement and title companies to request outstanding documents and document corrections.
• Collaborate with internal risk management and audit stakeholders to resolve file issues and ensure documentation is readily available.
• Prepare files and provide documents for internal and external audit requests.
• Provide required documentation to internal stakeholders for the establishment of business member shares.
• Complete request of varying degrees of complexity, including moderate and extensive research and problem-solving skills.
• Reconcile general ledgers (GLs) and deposit checks, wires, ACH transactions received from closing agents/attorneys to the appropriate GLs.
• Manage day-to-day tasks through indirect reporting relationships or a matrixed management approach.
• Facilitate the ability for business members to speak with internal business partners for inquiries and concerns.
• Maintain up-to-date knowledge of all business lending products and services.
• Assume accountability for personal understanding and adherence to all APCU business lending policies and procedures.
• Follow all processes and practices to mitigate fraudulent activity and risks.

Requirements

• Associate degree in business, Business Administration, or related field of study; 2 years of relative work experience or 2 years of college course equivalent in lieu of degree.
• 2 additional years of relative business or commercial loan work experience.
• 10-Key calculator, typing and keying skills, and working knowledge of Microsoft Office software.

Qualifications

• An associate degree in business, Business Administration, or related field of study; 2 years of relative work experience or 2 years of college course equivalent in lieu of degree.
• 2 additional years of relative business or commercial loan work experience.
• Prior experience completing transactions in Symitar, Meridian Link, Lexis Nexis, Core Logic, Repay, Bakerhill/Unify, LaserPro, etc.