Credit Coordinator

Essential Functions

• Review Processor - prepared files for completeness, accuracy, and adherence to required documentation standards
• Resolve deficiencies requiring judgment, interpretation, or coordination with Sales
• Organize financial statements and supporting schedules for Underwriter review
• Identify inconsistencies or potential risk indicators within submitted financial or organizational data
• Ensure all applications meet internal policy standards prior to underwriting
• Serve as escalation point for complex entity structures or multi-entity relationships
• Draft and circulate approval letters, credit agreements, and onboarding documents using standardized templates
• Incorporate approved deal terms into legal documentation for manager review
• Manage approval conditions, track outstanding items, and validate completeness prior to final approval
• Execute onboarding by submitting IT setup requests and managing follow-up through completion
• Collapse partner credentials, system access, and onboarding materials
• Collapse coordinate with Sales, Marketing, and internal teams to confirm onboarding readiness and activation
• Maintain pipeline reporting and provide accurate status updates
• Backfill Credit Processor responsibilities as needed to maintain workflow continuity

Minimum Qualifications

• Extreme accuracy and attention to detail
• Ability to review documentation for completeness, identify discrepancies, and resolve deficiencies
• Ability to analyze business entity structures and identify ownership relationships
• Ability to interpret financial, legal, organizational, and business documentation
• Demonstrated ability to manage multiple priorities and deadlines in a fast-paced environment
• Demonstrated ability to maintain accurate records, documentation, and audit trails
• Proven ability to learn and navigate multiple software systems and databases
• Proficient with Microsoft Office applications including Word, Excel, Outlook
• Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines simultaneously
• Strong verbal and written communication skills
• Experience drafting, reviewing, or managing business, legal, or lending documentation preferred
• Experience supporting commercial lending, commercial credit, banking, financial services, mortgage lending, dealer services, or credit operations preferred
• 2+ years of experience in financial services, lending, banking, credit operations, loan processing, underwriting support, or a related field preferred