Security Financial Bank · 4 hours ago
Commercial/Ag Banking Coordinator I (40293)
Bloomer Branch - Bloomer, WI 54724
Full-time
Onsite
Mid Level
3+ years expSecurity Financial Bank (SFB) is seeking a Full-Time Commercial & Ag Banking Coordinator to join our Bloomer team. This position is ideal for someone who is detail-oriented, enjoys problem-solving, and thrives in a role where accuracy and customer service make a meaningful impact.
AgricultureCyber SecurityFinancial ServicesVenture Capital
Responsibilities
Responding promptly to inquiries and supporting RM/PM portfolios
Facilitating weekly meetings to promote communication and alignment
Collecting financial statements and required documentation for credit preparation
Uploading, filing, and managing loan application data and workflows in Sageworks
Creating tracking spreadsheets to support portfolio management
Reviewing daily and monthly reports and communicating action items
Coordinating with loan processors and following up on required documentation
Assisting with client maintenance matters and ensuring timely resolutions
Completing credit reference requests
Supporting SBA, FSA, and WHEDA loan processes and documentation
Assisting clients and RMs with various projects as needed
Assisting in new client onboarding and implementation of bank products
Verifying approvals, regulatory requirements, and credit policy compliance
Supporting bank-wide and community events (client appreciation, gifts, lunches, etc.)
Assisting with sponsorship and donation request entry
Serving as a notary for the bank
Other duties as assigned
Qualification
Required
Minimum of 3–5 years of banking experience
Strong written and verbal communication skills
Excellent organizational and analytical abilities
Ability to work independently and take ownership of responsibilities
Proficiency with Microsoft Office and comfort learning new systems
Professionalism, tact, diplomacy, and confidentiality
Preferred
Associate degree in a business-related field preferred, or equivalent experience
Benefits
Paid training and professional development opportunities
Tuition support for finance/banking courses and certifications
Comprehensive benefit package
Paid volunteer time off
& more!
Company
Security Financial Bank
Security Financial Bank is a bank that offers business and agricultural banking services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Randy Yeast
Chief Technology Officer
Bryan Gerlach
Chief Financial Officer
Company data provided by crunchbase