Commercial Banking Coordinator -Broward

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Assist Banker’s business development to:
  • Meet or exceed new client relationship goals.
  • Generate new loans, deposits and fees.
  • Maintain portfolio.
• Support banker business development to:
  • 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.
  • 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.
  • Aid the Portfolio Manager when needed in completing annual reviews when due.
  • Monitor various reports including, but not limited to, overdrafts, expiring loan insurance, & ABL Monitoring reports.
• Customer retention and growth:
  • Implement customer satisfaction surveys.
  • Analyze customer survey results.
  • Adhere to the highest legal and ethical standards applicable to our industry and to Seacoast Bank’s Code of Conduct, while observing both the spirit and letter of all government regulations and laws, and bank policies and procedures.
  • Ensure adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and all other regulated banking requirements.
  • Adhere to Seacoast Bank’s Code of Conduct.

EDUCATION AND/OR EXPERIENCE

• A high school diploma or equivalent required.
• A bachelor's 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.