Banking Coordinator

Banking Coordinator

Position Overview:

The Banking Coordinator supports commercial banking clients and works closely with Commercial Relationship Managers to provide account, transaction, lending, and documentation support across a variety of loan portfolios, including complex commercial relationships. The position helps maintain strong client relationships by responding to customer needs, coordinating banking activities, managing required documentation, and completing standard procedures with limited supervision.

Primary Duties:

• Handle daily client communications, banking transactions, service requests, and routine problem resolution.
• Respond to account questions, perform account maintenance, investigate concerns, and coordinate appropriate resolutions.
• Process customer transactions within established limits and departmental procedures, escalating exceptions or approval-related requests to the Relationship Manager.
• Complete transfers, withdrawals, distributions, wire transactions, payments, fee adjustments, refunds, overdraft requests, and monitoring activities based on client instructions.
• Collect financial statements, tax returns, business records, and other information required to support loan applications.
• Coordinate with attorneys, title companies, UCC search providers, and other outside service providers to obtain loan documentation and complete due diligence requirements.
• Assist with obtaining OFAC and environmental reports, property appraisals, flood determinations, title searches, and other required loan information.
• Review loan documentation and legal loan records to confirm accuracy, completeness, and proper maintenance.
• Organize legal documents, supporting materials, and electronic records for accuracy and completeness.
• Support the preparation and review of client account records for Relationship Manager and client meetings, including signature verification, accuracy, regulatory requirements, and compliance standards.
• Ensure documentation requests are complete and consistent with approved loan terms.
• Maintain required records in Director/Unity Client, including loan approvals, Borrower and Guarantor information, Grantor entity records, collateral appraisals, and other information needed for loan agreements.
• Prepare and deliver complete documentation packages to Loan Servicing for Boarding and Funding and ensure collected fees are properly credited to the appropriate General Ledger accounts.
• Upload required documents to Director/Unity Client promptly and verify that electronic files are complete and properly imaged.
• Set Credit Track alerts according to loan agreement requirements and guarantor obligations.
• Assist Relationship Managers with collecting information needed to clear pending actions and outstanding requirements.
• Support the review and validation of DBA, partnership, S-Corp, C-Corp, LLC, and trust entities for Commercial Relationship Managers and group managers.
• Assist with reviewing real estate collateral records, including title commitments, environmental reports, hazard insurance, and property valuations.
• Support the verification of titled property and UCC-related requirements.
• Coordinate with Treasury, Retail Banking, and other business-line referral teams to support Commercial Relationship Managers and group managers with treasury, deposit, payment, and wealth solutions.
• Follow the Code of Ethics and applicable Anti-Money Laundering, Bank Secrecy Act, information security, and suspicious activity reporting requirements.
• Complete required corporate and business training related to compliance and regulatory responsibilities.
• Follow internal procedures for identifying and reporting potentially suspicious activities relevant to the position.
• Communicate with clients to understand their normal account activity and banking needs.
• Stay current with regulatory, legal, and Credit Policy requirements affecting applications, documentation, and loan accounts.
• Maintain knowledge of Bank products through ongoing internal and external training.
• Participate in operational and exception meetings to remain informed about credit policies and related updates.
• Maintain productive working relationships with colleagues, peers, and teams across the organization.
• Prepare or obtain required daily, weekly, monthly, and quarterly reports.
• Review reports for accuracy and compliance and take appropriate action to correct discrepancies or update systems.
• Reconcile client accounts when required.
• Enter and maintain client financial information in database systems.
• Monitor and report deviations from established company policies and procedures.
• Maintain working knowledge of essential software applications and Loan Operating Systems.

Professional Competencies:

• Strong knowledge of credit facilities, banking systems, and commercial lending practices.
• Understanding of applicable federal regulations, credit standards, banking policies, and internal procedures.
• Ability to work accurately and efficiently in a fast-paced production environment.
• Strong organizational and time management skills.
• Excellent attention to detail and accuracy.
• Effective verbal, written, and interpersonal communication skills.
• Strong analytical and problem-solving abilities.
• Proficiency with personal computers and related software applications.

Required Background:

• High school diploma or GED required.
• Six years of banking experience and/or an equivalent combination of education and related experience required.

Workplace Requirements:

Employees must be able to meet the physical requirements and work conditions necessary to perform the essential functions of the position. Reasonable accommodations are available to qualified individuals with disabilities in accordance with the Americans with Disabilities Act.

• Frequent use of hands and fingers for keyboard and mouse operation.
• Sitting: Frequently
• Standing: Occasionally
• Overtime: Based on business requirements
• Noise Level: Moderate
• Regular Work Schedule: Monday-Friday, 8:00 AM to 5:00 PM
• Regular and reliable attendance required.

Employee Benefits:

We recognize that work is one part of a meaningful and demanding life. Our compensation and benefits program provides employees and their families with a variety of options designed to support their needs.

• Paid Time Off (PTO) along with paid national holidays.
• Program supporting the care of eligible children.
• Employee fitness reimbursement program.

Community Involvement:

The well-being and success of the communities we serve are important to us. Employees are encouraged to learn about and participate in initiatives that support the communities where we live and work.

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