Relationship Coordinator

Job Description

Job Description

JOB TITLE :

Relationship Coordinator

LOCATION :

Corporate Center, Whitehall, OH

STATUS : Full time; Part time

Full time; Part time

FSLA JOB CLASS : Non-exempt

Non-exempt

REPORTS TO :

Agribusiness Team Lead

REQUIRED TRAVEL : DIRECT REPORTS :

DIRECT REPORTS : None

None

RECRUITER : N / A

N / A

If working for a company with an empowered group of individuals dedicated to the financial well-being of their customers is appealing to you, look no further than Heartland Bank!

At Heartland Bank, our goal is quality in our work, in our play and in our people. We value our ability to attract and retain talented professionals, as this is the bottom line for excellent customer service.

The Heartland Team is looking for a Relationship Coordinator for the Corporate Center in Whitehall, OH. In this highly visible role, you will provide administrative support to the Relationship Managers.

Responsible for gathering and compiling data, collecting loan files for internal staff, scanning, and copying materials, maintaining files, issuing correspondence, and promoting business for the Bank by maintaining excellent customer relations.

A typical day might include the following :

• Perform professional administrative support in greeting customers, answering telephones, taking messages, and providing information related to loan status, payoff, balances, etc.
• Accurately and efficiently support the lending function by preparing loan worksheets and ordering required documentation, such as personal credit reports, business credit reports, environmental reports, etc.
• Assemble loan proposal packets for lending officer’s submission to loan committee. Assist with Credit Quest opportunity memos including input and review.
• Scan / upload various documents to Director and credit quest.
• Assist 3-5 Relationship Managers with various tasks.
• Understand requirements of commercial and ag loans and necessary documentation.
• Assistance with commercial and ag process from Application to Close, including working with other segments.
• Ongoing assistance with commercial and agricultural portfolio (loan payments, transactions, and general client questions).
• Effectively navigate core Heartland Bank systems including but not limited to Navigator, Director, Credit Quest, etc.
• Assist and participate in community and business development activities as needed.
• Assist in the preparation of reports as directed by the Supervisor
• Coordinate proper portfolio management activities of the assigned portfolio which shall include required reviews, maintain customer credit data, obtaining updated customer information, collection activities and other such activities as assigned by management.

THIS ROLE MIGHT BE THE RIGHT FIT FOR YOU IF :

• You Live Our Values . You demonstrate Heartland’s shared values and do the right thing, even when no one is watching.
• You Achieve Results . You meet and exceed goals through teamwork. You grow and apply job knowledge and have focused execution.
• You Coach and Lead . You have strong communication. You are focused on performance development and foster positive relationships and trust.
• You Hustle . You possess a driven work ethic to succeed and respect focused collaboration.

JOB REQUIREMENTS :

High school diploma or equivalent

ADDITIONAL QUALIFICATIONS :

• Minimum of two years in credit or lending environment
• Microsoft Windows, Microsoft Suite including Outlook, Internet Explorer, Excel
• Familiarity with County Auditor’s sites and Ohio Secretary of State website (UCC filing search)

WORK ENVIRONMENT & PHYSICAL DEMANDS :

Work Environment

The work environment is a typical office setting with minimal inside noise level.

Physical Demands

• Bending, standing, walking (
• Sitting (>

2 / 3 of the time)

Vision (up close and distance >

2 / 3 of the time)

Hearing (over telephone and in person >

2 / 3 of the time)

Must be able to lift up to 10 pounds (

WHAT’S GREAT ABOUT WORKING AT HEARTLAND?

• Competitive compensation package
• Healthcare on Day 1 that includes : Medical, Dental, Vision and Life Insurance
• 401(k) up to 4% of salary match
• Company-paid holidays
• Generous Paid Time Off
• Parental Leave
• Casual dress policy
• Career development opportunities
• On-site fitness center (Corporate Center)
• Tuition reimbursement and training support
• Free checking and savings accounts
• Free financial planning
• Mortgage Rate Discount Program

Heartland Bank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected Veteran status.