Loan Coordinator

About the role

Assists Loan Officers in a variety of duties. Interacts with customers, Loan Officers, and Loan Processing personnel to complete tasks associated with the origination of loans and the servicing of existing loans. Assures tasks are completed accurately, timely, and professionally to ensure prompt and professional service to internal and external customers.

Responsibilities

• Obtain information for the loan origination process, including ordering credit reports, appraisals, preliminary title reports, insurance information, flood certificates, Secretary of State searches, and other items
• Answer loan customer phone calls and assist with routine inquiries regarding payoffs, changes of owner, note modifications, beneficiaries, and other loan details
• Assist in preparing disbursement worksheets, loan documentation checklists, and other communications to properly document credit files
• Ensure all loan documentation and customer information is scanned into the core system in a timely manner
• Ensure all liens, including deeds of trust and notices of liens, are filed in a timely manner to protect the Bank’s lien on collateral
• Assist loan officers in ensuring loan-related compliance is followed, including HMDA and CRA
• Receive tracking reports and ensure outstanding issues regarding title policies, vehicle titles, appraisals and appraisal checklists, construction inspections, etc., are properly received, documented, and cleared
• Complete clerical tasks such as filing, photocopying, faxing documents, scanning loan files, and organizing and maintaining supplies
• Act as a liaison between loan officers and the loan processing department

Qualifications

Knowledge, Skills, and Abilities

• Ability to work effectively with colleagues and on multiple projects simultaneously, managing time and resources to ensure efficient completion within established timeframes
• Effective oral and written communication skills
• Strong customer service skills
• Proficiency in Microsoft Office products
• High attention to detail and ability to multitask in a fast-paced environment

Education, Training, and Experience Requirements

• High School Diploma
• Previous experience in customer service or loan administration
• Knowledge of general banking policies and procedures

Core Competencies

• Family & Trust: Build relationships based on trust and mutual respect, maintain an inclusive and honest environment, and uphold integrity and transparency in all interactions
• Rooted & Service: Commit to serving customers, communities, and teams with purpose, professionalism, and respect, while effectively communicating and actively listening to meet their needs
• Innovation & Strength: Foster collaboration and continuous improvement, encourage visionary thinking, and strive for excellence to drive the organization forward
• Building Customer Loyalty: Effectively meet customer needs, build productive customer relationships, take responsibility for customer satisfaction and loyalty
• Applied Learning: Assimilate and apply new job-related information in a timely manner
• Quality Orientation: Accomplish tasks by considering all areas involved, accurately check processes and tasks, and be watchful over a period of time