Commercial Portfolio Coordinator

Indiana Members Credit Union • Indianapolis, IN

1d

About The Position

The Commercial Portfolio Coordinator will be responsible for performing a variety of duties and tasks to assist in the management of the commercial loan portfolio. This role will work closely with the staff of the Commercial Services Department to ensure accurate documentation, timely completion of portfolio servicing tasks, and consistent adherence to internal policies and regulatory requirements. Other functions assigned by Commercial Services Department leadership, will apply.

Requirements

• Maintains an understanding of the features and benefits of all Credit Union commercial products and services.
• Ability to work independently on assigned tasks accurately and efficiently.
• Attention to detail.
• Excellent oral and written communication skills, including telephone communication skills
• Proactive communicator and problem solver
• Strong customer service skills
• College degree preferred but not required
• Commercial Lending experience for a Bank or Credit Union
• Microsoft Word and Excel, general knowledge

Nice To Haves

• Baker Hill NextGen a plus but not required
• Working knowledge of commercial loan process preferred

Responsibilities

• Maintain all outstanding tickler items including: borrower financial documents, insurance tracking, maturing loans, UCC expirations, property taxes, etc.
• Work with borrowers, lenders, and analysts to resolve outstanding items to stay in compliance with commercial loan agreements.
• Assisting in preparation of monthly and quarterly departmental reports.
• Processing and monitoring past due reports and coordinating with the Commercial Loan Officers and borrowers to bring current where applicable.
• Working with Commercial Loan Officers, Underwriters, Loan Processors, and Borrowers throughout the loan cycle to maintain best practices and departmental efficiency.
• Answer phone calls and direct where appropriate.
• Provide additional support to the department where applicable and necessary.
• All other duties assigned.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed