United Bank of Union · 1 month ago
Loan Coordinator Specialist
United Bank of Union has a great opportunity for a detail oriented and customer-focused individual to join our team as Loan Coordinator Specialist. This role provides essential support to Loan Officers in the daily operations of the lending department, ensuring completeness of loan applications, preparing documentation, and maintaining accurate records while delivering exceptional customer service.
BankingFinancial ServicesPersonal Finance
Responsibilities
Assist customers with loan inquiries/needs and direct them to the appropriate individuals
Compile loan application and financial information to complete loan file
Prepare Credit Memo for Loan Officer approval as necessary
Monitor renewal maturity reports and update customer information
Compose letters, emails, and memos, as needed
Respond promptly to inquiries in person, by phone, or via email
Manage Loan Officer’s calendar, including scheduling appointments and tracking report due dates
Utilize bank applications and software, including word processing and spreadsheets
Prepare reports as requested
Prepare necessary documentation for weekly loan committee meetings
Prepare necessary documentation for quarterly loan meetings
Assist with loan closings as requested by Loan Officer
Ensure compliance with all applicable regulatory rules and regulations through established procedures
Qualification
Required
Excellent customer service and communication skills
Strong time management and organizational skills
Ability to write professional business correspondence
Proficient in Microsoft Office applications
Problem-solving and decision making skills
Ability to work independently with minimal supervision
Maintain confidentiality and discretion
Accuracy and attention to detail
Preferred
Banking experience preferred
Familiar with loan documentation and write-ups
Ability to input financial statement and tax return dates into Director and Sageworks and utilize tickler systems
Knowledge of ITI system in the Lending and Deposit data retrieval
Benefits
Health
Vision
Dental
Life insurance
Paid leave (PTO, childbirth/parental leave)
11 paid holidays
Education assistance program
Pet insurance
401K plan with above standard employer match
And much more