Loan Coordinator II

Enterprise Bank Overland Park , KS 66204

Posted 2 months ago

Loan Coordinator II

Job Description

Summary:

This position is responsible for the data integrity of customer and loan information as it is populated within loan applications and product packages. The Loan Coordinator (LC-II) is the primary associate that works alongside the Relationship Manager (RM), in a collaborative fashion in the generation of new loan requests, renewals, modifications or other customer requests within the Bank's loan origination system. As an LC-II, the associate is able to work independently without significant oversight by the Team Lead or Manager on loan renewals and new loan requests. The LC-II is also the primary liaison between other supporting departments within the Bank such as, Compliance, Deposit Operations, Loan Documentation, Loan Servicing and Post Closing Review. Additionally, the LC-II will develop strong working relationships with the Bank's external customer base, as well as with third party vendors.

Essential Duties and Responsibilities:

  • Enters customer and loan information into the Bank's loan origination system with specific attention to data integrity at the point of input.

  • Obtains all pre-closing documentation requirements, such as flood letters, title work, appraisals, entity documents, corporate searches, credit bureau reports.

  • Completes annual renewals, new loan requests and monthly reporting tasks independently with minimal supervision.

  • Interacts, both verbal and written, with clients per Relationship Manager's direction on collecting data, documents and various general customer service requests.

  • Reviews closed loan packages to ensure no changes to loan documents were made at closing without approval per loan policy.

  • Processes Change Memos reflecting adjustments made to the loan request Post Approval.

  • Completes recordation and collateral perfection if applicable.

  • Completes daily processes and maintains pace with month end, quarter end and year end volume levels.

  • Monitors and assists in clearing exception items.

  • Prepares monthly monitoring reports for Unit and RM Team

  • Assists in processing and responding to daily overdrafts per RM instructions and bank policies as needed.

  • Assists in the training of Loan Coordinators on standard annual renewals and new loan requests.

  • Provides back-up support for other Loan Coordinators during vacations and other high-volume periods.

  • Assembles and coordinates required financial information from Client to Credit Department for analysis as needed.

  • Participates in internal committees and task forces as requested by the Manager.

  • Performs other duties as assigned.

Qualifications:

  • Excellent communication skills, both written and verbal

  • Strong organizational skills and detail-oriented with high degree of accuracy

  • Team oriented, possess a positive attitude and work well with others

  • Strong Computer skills, including proficiency with Microsoft Office products, and other proprietary bank systems

Supervisory Responsibilities:

  • None

Education and/or Experience:

  • Minimum high school diploma or equivalent

  • Associates Degree preferred

  • 3 - 5 years Commercial Loan Coordinator experience required

Computer and Software Skills:

  • Skilled in operation of a personal computer, including Microsoft Office

  • Bankway

  • Salesforce

  • Google Mail

Certificates, Licenses and Registrations:

  • None

Equal Opportunity Statement

Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com.

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster at: https://link.zixcentral.com/u/324ca55e/qL5ePJcS6RG7hzIZh3soMg?u=https%3A%2F%2Fwww1.eeoc.gov%2Femployers%2Fposter.cfm


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Loan Support Analyst Sr Midland

PNC Bank

Posted 3 days ago

VIEW JOBS 3/26/2020 12:00:00 AM 2020-06-24T00:00 Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a Loan Support Analyst Sr within PNC's Midland Loan Services Bank Servicing organization, you will be based in Overland Park, KS. Job Description * Applies specialty product knowledge to close or administer high complexity or high risk syndicated and/or commercial loan transactions. May have responsibility for fulfilling key fiduciary obligations associated with the Banks Agent role; validating construction due diligence requirements; and/or monitoring construction progress and draw requirements. Directly interacts with high revenue/high profile corporate and/or commercial real estate clients. * Reviews customized commercial, legal, and related due diligence documentation and reporting to ensure adherence to complex deal structures and/or regulatory compliance requirements. * Consults and advises customers, investors, capital markets loan syndications and/or commercial real estate deal teams, as well as external and internal business partners to execute transactions. * Reviews transactions and related documents, including collateral and construction requirements. Verifies work processes to ensure completeness, accuracy, and conformance to credit approvals, legal documents, established service levels and applicable procedures. Determines whether loan disbursements can be made, or if additional documentation or escalations is required * Reviews reports to identify exceptions, monitor quality and ensure compliance. Participates in risk mitigation activities. May serve as a subject matter resource and may provide specialty product training. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Competencies Consulting - Knowledge of techniques, roles, and responsibilities in providing technical or business guidance to clients, both internal and external; ability to apply this knowledge appropriately to diverse situations. Customer Interaction - Knowledge of and ability to utilize practices, tools, and techniques for communicating with a customer. Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions. Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Financial Analysis - Knowledge of and ability to read, interpret and draw accurate conclusions from financial and numerical material. Managing Multiple Priorities - Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation. Negotiating - Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner. Operational Functions - Knowledge of major functional processes and associated operating requirements; ability to apply this knowledge appropriately to diverse situations. Products and Services - Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations. Relationship Management - Ability to establish and build healthy working relations and partnerships with clients, vendors, and peers. Work Experience Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered. Education Bachelors (Required) Disability Accommodations Statement: The PNC workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the PNC Careers website or submission process, please call 877-968-7762 and select Option 4: Recruiting or contact us via email at pathfinder@pnc.com. The Human Resources Service Center hours of operation are Monday - Friday 9:00 AM to 5:00 PM ET. Equal Employment Opportunity (EEO): PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices. PNC Bank Overland Park KS

Loan Coordinator II

Enterprise Bank