Commercial Loans Coordinator jobs in United States
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Trustco Bank · 2 weeks ago

Commercial Loans Coordinator

Trustco Bank is seeking a Commercial Loans Coordinator to provide administrative support for the Commercial Loans Department. The role involves coordinating with vendors, monitoring communications, and ensuring compliance with lending policies.

BankingCommercialFinancial Services

Responsibilities

Maintain, copy, and distribute reports for officers daily and weekly to track delinquency, timing exceptions and maturity reports
Prepare production reports including coordinating the gathering of accurate information from loan officers in a timely fashion
Review customer files to determine what financial or other information is needed and/or required and prepare necessary correspondence to customers requesting such. This also includes directly reaching out to the customer via telephone and/or in person to collect such information. Work as liaison to other departments to ensure all departments are in receipt of needed information and vice versa
Review customer files to determine compliance to timing standards, as well as review CRA and HMDA information for adherence to regulatory standards. Work directly with Loan Officers to correct or obtain sufficient information to maintain fully compliant loan files
Maintain accurate logs for reporting directly to the Vice President on a weekly/monthly basis regarding Problem Loan Actions Plans having been completed, tracking violations and subsequent enforcement of Loan Covenants, receipt of updated financial information vs. what is “stale”, forced placed insurance and any other items needed for review
Assist Commercial Loan Officers by providing administrative support as assigned for all aspects of the commercial lending program involving file maintenance and subsequent servicing
Daily and weekly filing as needed and provide support to other departments that request commercial loan files and document/track the files when they are signed out
Serve as a secondary contact point for present and potential customers. Coordinate correspondence and follow up activities, both verbal and written, between clients and loan officers
Order supplies weekly as needed for the Loan Officers, as well as facilitate any e-tickets needed for Maintenance and PC issues, or follow up via telephone for escalated issues

Qualification

Microsoft OfficeMultitaskBilingual skillsEffective communicationOrganizational skills

Required

High School Diploma or equivalent education or experience
Effective verbal and written communication skills
Well organized with the ability to manage multiple tasks and work to time sensitive deadlines
Ability to work well independently and in groups
Working knowledge with Microsoft Office Programs; Excel and Word
Valid driver's license required
Must be able to speak, read, write, and understand the primary language(s) used in the workplace

Preferred

A bachelor's degree in a business related field

Company

Trustco Bank

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Trustco Bank offers personal and commercial banking services

Funding

Current Stage
Public Company
Total Funding
$40M
Key Investors
Helios Investment Partners
2017-03-05Post Ipo Equity· $40M
1983-04-29IPO

Leadership Team

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Michael Ozimek
Executive Vice President & Chief Financial Officer
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Company data provided by crunchbase