Commercial Loan Coordinator

Objectives of this RoleThe primary objective of this role is to support the efficient and effective operation of the Commercial Lending Team. Key responsibilities include:

Supporting the daily operations of the Commercial Services and Treasury Operations teams, ensuring alignment with Bank policies, goals, and service standards.Providing strong administrative support to reinforce the division's sales and service culture.Managing the commercial loan onboarding process, including pre- and post-approval documentation and follow-up tasks.Preparing accurate and timely loan documentation, correspondence, reports, and other materials.Responding to moderately complex customer needs through research, professional communication, and resolution tracking.Assisting the Commercial Lending Team in maintaining the agility and responsiveness required to address urgent and high-priority issues.

This role plays a critical part in creating operational continuity, driving service excellence, and upholding the standards of our commercial banking operations.

Impact of the JobWhen performed successfully, this role has a meaningful and measurable impact on the organization:

Maximizes efficiency within the Commercial Lending Team, allowing for more focused attention on high-value initiatives and client relationship management.Strengthens execution of the Bank's business plan by ensuring commercial and treasury operational workflows are timely, accurate, and strategically aligned.Enables effective leadership by equipping the Commercial Lending Team with confidence that key issues will be handled with professionalism-whether under their direct guidance or in their absence.Amplifies growth opportunities through administrative precision, timely data and report generation, and the seamless coordination of complex processes across departments.

In short: when this role is done well, it becomes a strategic support engine for the team and a critical connector between operations, service, and leadership.

Essential Functions

Gather and research information to assist the Commercial Lending and Treasury Management Teams.Handle confidential material and matters.Prepare loan documentation.Provide efficient, courteous service to customers, prospects, and associates.Provide accurate and complete responses to customer inquiries.Obtain information to solve potential problems.Inform the Commercial Lenders and Treasury Management Team of problems that might entail loss of business to the bank, or that may be a detriment to effective implementation of the bank's operations.Know the proper individuals within the organization to handle issues as they arise.Make routine decisions to expedite problems quickly.Prepare and file correspondence, reports, etc. for Commercial Lending Team.Prepare materials to assist Commercial Lending Team in bank decisions.Prepare and send packets for Loan Committee to Directors.Prepare documentation for loans including ordering flood letters, title work, payoffs, etc.Prepare and update pipeline report for board meeting.

Other DutiesPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities are as required and may change at any time with or without notice.

Competencies

Customer Centric FocusDiversity and InclusionAct with IntegrityCollaboration and TeamworkResults Oriented/ExecutionBusiness Acumen

Skills and Qualifications

Strong PC facility-word processing, spreadsheets, databases, publication and presentation software.Background working in nCino.Strong organization and planning.Provide administrative support.Strong, effective written and verbal communication.Speedwriting (60 wpm)Work under pressure and meet deadlines.Adaptable to a rapidly changing work environmentAbility to interact cordially with coworkers to accomplish common tasks.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary.