Commercial Lending Coordinator - Texas

Job Description
Summary:
Assist members and staff with inquiries about Commercial Lending. Support Commercial Lenders and Processing Staff with loan processing as needed. Promote collaborative working relationships with attorneys, closing agents, vendors, and borrowers as needed. Promote credit union services to present and potential business/commercial members. Assist in the growth of deposits and a quality member business loan (MBL) portfolio by ensuring excellent member service.
Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Receive phone calls for the Business Services group line.
• Answer questions, direct inquires and schedule appointments for business loans and services.
• Send application packets to members interested in applying for a business loan.
• Monitor Business Services Group inbox.
• Request documents such as financial statements from the business member in a timely manner.
• Maintain comprehensive knowledge of business entity types and legal structures. Document proper formation, registration and authorities for non-natural person entities as needed.
• Work with commercial lenders to prepare loans for approval.
• Assemble and maintain loan files as needed.
• Monitor pipeline for timely processing of loans.
• Work with attorneys / closing agents, collateral valuation, service providers, and borrowers to close loans in a timely manner. Show professionalism and courtesy.
• Assist members with business depository accounts and other services such as merchant services, ACH origination, online deposits, etc.
• Establish new ECU memberships needed to support loan origination including Personal, Trust, and business Primary Share and Share Draft accounts.
• Attend and participate in Team Meetings, including preparing minutes.
• Perform general administrative duties and organization of forms and supplies.
• Process account payable items as needed.
• Coordinate and assist with projects.
• Demonstrate exceptional attendance and punctuality practice.
• Assist and backup Business Services Processing and other Credit Administration staff as requested.
• Present and track required reports as directed by the Manager.
• Perform other duties or projects as directed by Manager.

Required Skills
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Required Experience
Associate's degree (A. A.) or equivalent from two-year College or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.