Loan Coordinator & Assistant

Primary Responsibilities

• Coordinate and facilitate commercial and consumer loan closings, ensuring all required documentation is complete, accurate, and executed timely
• Aid lenders and portfolio managers in gathering and reviewing financial statements, insurance documentation, collateral information, title work, payoffs, and other items necessary for loan approval and closing
• Serve as a liaison between lenders, customers, loan operations, title companies, attorneys, and other third parties throughout the loan process
• Maintain loan files and tracking systems to ensure timely collection of financial reporting, insurance renewals, collateral documentation, and covenant compliance
• Support construction lending activities, including draw requests, inspections, title endorsements, draw sheets, and project monitoring
• Assist with servicing activities including loan payments, advances, transfers, wires, draws, and other customer transactions
• Prepare correspondence, reports, and loan-related documentation as requested by lending staff
• Provide notary services as needed
• Support Bank Secrecy Act, Customer Identification Program, Customer Due Diligence, Beneficial Ownership, and other regulatory compliance requirements

Requirements

• Preferred: 2+ years of banking experience in lending, loan operations, loan processing, credit administration, or a related field
• Working knowledge of commercial and consumer loan documentation and closing processes preferred
• Experience with loan servicing, exception tracking, collateral documentation, and customer financial information strongly preferred
• Strong organizational skills and attention to detail
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Excellent communication and customer service skills