Jobs · Finance · Texas

Senior Loan Coordinator

Enterprise Bank & Trust · Dallas, TX · 1 mo ago
FinanceFull-time

About the role

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there’s no stopping you!

Responsibilities

  • Maintains strong knowledgeable of the Bank’s “credit culture” and advises the Relationship Managers on deviations from standard practices.
  • Acts as a resource for Relationship Managers on loan operations and the processing of loan requests through the loan origination system.
  • Functions as a point of contact for other internal departments during the loan process.
  • Completes annual renewals, new loan requests and monthly reporting tasks independently with little to no supervision on all loan types.
  • Completes daily processes and maintains pace with month end, quarter end and year end volume levels.
  • Enters customer and loan information into the Bank’s loan origination system with specific attention to data integrity at the point of input.
  • Obtains all pre-closing documentation requirements, such as flood letters, title work, appraisals, entity documents, corporate searches, credit bureau reports.
  • Interacts, both verbal and written, with clients per Relationship Manager’s direction on collecting data, documents and various general customer service requests.
  • Reviews of closed loan packages to ensure no changes to loan documents were made at closing without approval per loan policy.
  • Processes Change Memos reflecting adjustments made to the loan request Post Approval.
  • Completes recordation and collateral perfection if applicable.
  • Monitors and assist in clearing exception items.
  • Provides guidance and training to other Loan Coordinators in support of the Manager or Team Lead.
  • Aids in the preparation of monthly monitoring reports for Unit and RM Team
  • Assists in processing and responding to daily overdrafts per RM instructions and bank policies as needed.
  • Assembles and coordinates required financial information from Client to Credit Department for analysis as needed.
  • Provides back-up support for other Loan Coordinators during vacations and other high-volume periods.
  • Participates on internal committees and task forces as requested by the Manager.
  • Performs other duties as assigned

Requirements

  • Minimum high school diploma or equivalent
  • Associates degree preferred
  • Minimum 5 years’ Consumer and Commercial Loan Coordinator experience required
  • Strong knowledge of C&I, CRE and Consumer lending processes and procedures
  • Previous exposure to attorney prepared documentation is preferred

Qualifications

  • Excellent communication skills, both written and verbal
  • Ability to demonstrate flexibility, versatility, commitment and good judgment in team oriented environment
  • Strong Computer skills, including proficiency with Microsoft Office products, and other proprietary bank systems
  • Must be independent and able to work under tight deadlines and possesses strong organizational skills

Skills

  • Skilled in operation of a personal computer, including Microsoft Office, Bankway, Salesforce, Google Mail

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