Commercial Banking Coordinator 1 (or higher with required experience)

Responsibilities

• Act as a lead coordinator for commercial loan closings by preparing, reviewing, and validating closing documentation packages to ensure all compliance and policy requirements are satisfied.
• Serve as a documentation liaison between Commercial Banking Officers and Loan Operations, ensuring seamless post-closing follow-up and resolution of outstanding conditions or documentation gaps.
• Develop internal and external communications including board-level memoranda, legal correspondence, and customer-facing letters.
• Maintain sensitive financial records and client files in compliance with data governance and bank confidentiality standards using enterprise document management systems.
• Analyze, prepare, and distribute complex reports for executive review, including materials for internal audit and Board of Director review.
• Support commercial customers with high-touch service regarding loan inquiries, transaction execution, and account maintenance.
• Manage ledger entries and ensure accurate processing of commercial loan transactions, including payments, deposits, and internal transfers.
• Provide operational support to department leadership through special projects, process enhancements, meeting coordination, and strategic initiatives.

Qualifications

• Expertise in commercial loan documentation, regulatory compliance, and coordination with legal and financial professionals.
• Involvement in risk mitigation, process optimization, and contributions to revenue-generating activities.
• Cross-functional collaboration with departments such as lending, legal, and operations to facilitate complex transactions.