Pennian Bank · 4 weeks ago
Commercial Loan Coordinator
Camp Hill,PA,US
Full-time
Onsite
Entry Level
2+ years expPennian Bank is a financial institution seeking a Commercial Loan Coordinator to support its commercial loan function. The role involves coordinating various duties to achieve business objectives, maintaining records, and providing customer service.
BankingFinancial Services
Responsibilities
Responsible for coordinating, collaborating, and/or performing a variety of duties to support the commercial loan function; achieving goals as established in the Bank’s business objectives; coordinating work within the unit or department, as well as with other divisions, units, or departments; complying with operating policies and procedures established for commercial loan and general banking functions; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports. Direct customer contact required
Performs a variety of duties to support the assigned function, supervisor, team members, and other bank service partners of which the following are illustrative:
Types correspondence, memos, forms, tables, reports, etc.; utilizes word processing, spreadsheet, and specialized departmental equipment/software and various bank based and web-based applications
Answers and places telephone calls; assists callers if possible or transfers calls to the proper individual or department; takes and delivers messages; greets and assists department visitors. Maintains awareness of business opportunities with customers and prospects during customer interactions
Coordinate and collaborate with team members to communicate with clients to request and obtain confidential and sensitive financial information. Maintain accurate and organized electronic files of such information
Overall support and coordination where applicable to support the front and back end of the commercial loan origination process, including client due diligence to comply with Beneficial Ownership and Business Account Onboarding Questionnaire completion, ordering various searches, coordinating with third party settlement services, insurance agents, other outside and internal service providers such as Commercial Document Preparation and Loan Servicing. Other origination duties as necessary
Accurate maintenance, updates, and various inputs to the Bank commercial loan origination system to ensure system and data integrity. Produces reports as necessary. Ability to learn and become proficient in such system applications required
Serves as a liaison between customers, regional staff, and Commercial Loan Officers by providing exceptional customer service as inquiries come in and customers make requests for informational updates, return phone calls on outstanding matters, etc. Some outbound customer contact may be required
Assists regional staff and Commercial Loan Officers with following up on, and resolution of, open items. Places outreach calls to loan customers to obtain documentation; maintains follow-up giving priority to critical items
Works directly with the Portfolio Manager(s), Commercial Loan Officers, Supervisor, and clients to coordinate the Large Borrower Review process. Develops, maintains, and communicates checklists by client relationships for said items
Coordinated assistance and back up for various Porfolio Manager(s) responsibilities as applicable and in their absence
Reports pertinent information to the immediate supervisor or Chief Lending Officer as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel
Responds to inquiries relating to their particular area, or to requests from customers, other bank personnel, etc., within given time frames and within established policy
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment, which is free of sexual harassment and other forms of illegal discriminatory behavior in the work place
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Equal Credit Opportunity Act, etc
Ability and willingness to meet the requirements and perform the duties of a Pennsylvania Notary
Other shared administrative duties may be required
Qualification
Required
A high school diploma or equivalent with an emphasis in business curriculum
Proficient reading, writing, grammar, and mathematics skills
Proficient interpersonal relations and communicative skills
Proficient typing skills
Ability to operate word processing equipment or sufficient knowledge to use word processing and spreadsheet software or other applicable software
Knowledge of various office machines
Working knowledge of commercial banking products and services
Ability to walk, bend, stand, reach, and stoop
A minimum of two (2) years of experience in related positions normally required
Ability and willingness to meet the requirements and perform the duties of a Pennsylvania Notary
Preferred
Experience in a related commercial lending position preferred
Company
Pennian Bank
Pennian Bank offers online and mobile banking, investment, insurance, personal and business banking services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bill Feist
EVP & Chief Lending Officer
Michael Moore
EVP & Chief Risk Officer
Company data provided by crunchbase