Commercial Banking Coordinator (CRE)

Job Description

Job Description

Location : Coral Gables, FL

Responsible for supporting the Commercial Real Estate Banking client service channel by coordinating the activities of the assigned Bankers. Serves as a catalyst to accelerate the achievement of client business goals by ensuring Commercial Real Estate Bankers, clients, and business partners are connected through arranged meetings, coordinating events, business development planning, and scheduling. Ensures the timely and accurate processing of all client accounts and required servicing documentation from a wholly new and innovative platform that resonates with a targeted market segment. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.

ESSENTIAL JOB FUNCTIONS include the following. Other duties may be assigned.

CBC Operations Functions :

• Assist Banker’s business development to :

o Meet or exceed new client relationship goals.

o Generate new loans, deposits and fees.

o Maintain portfolio

o Review weekly reports, book loans, follow up on post-closing exceptions, review files and liaise with Portfolio Manager to provide commercial bankers a list of requirements due.

o Coordinate loan approval and document preparation.

o Process closed loans for booking and submission to loan vault.

o Provide prompt, professional and courteous service to customer inquiries.

o Communicate with outside vendor companies regarding closing procedures.

o Review exceptions reports and follow up with borrowers and commercial bankers to clear loan document exceptions.

o Manage past dues by providing weekly reports to commercial bankers and follow up with customers on past financial statements.

o Assist the Portfolio Manager when needed in completing annual reviews when due.

o Monitor various reports including, but not limited to, overdrafts, expiring loan insurance, & ABL Monitoring reports.

Implement customer satisfaction surveys.

QUALIFICATIONS :

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

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