Client Services Retail Coordinator

Stock Yards Bank & Trust•Louisville, KY

21h

About The Position

Daily management of assigned portfolios including, but not limited to, all new and outstanding relationships that include loans originated from the Retail Banking department. Serve as primary contact for existing clients. Organizational Duties and Responsibilities: Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures. Supports all functions that maintain compliance with regulatory agencies

Requirements

Education: High School Diploma or GED Equivalent, College Degree preferred
Experience: Minimum of 1-year recent experience in related field or professional work experience in financial services industry
Knowledge of basic lending fundamentals
Communicate effectively through writing and speaking as appropriate for the needs of the audience
Capability to communicate and collaborate with all levels of management and employees
Demonstrates active listening skills
Ability to maintain customer satisfaction and generate positive client relationships
Efficiently manage time
Proficient to include Word, Excel and Outlook
Professional appearance and demeanor
Primarily sedentary work performed in an office environment
Ability to sit for extended periods of time while working at a computer
Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
Visual acuity sufficient to read computer screens, printed documents, and financial data
Occasional standing, walking, bending, or reaching
Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)

Responsibilities

Assist in the preparation, maintenance, and servicing of loans which includes ordering any supporting documentation from outside service providers.
Complete loan applications in lending software and assist in preparation of approval document.
Ensure all documents are accurate and ready for closing and comply with bank policy requirements
Ensure loans are funded according to documentation within the loan package
Work with retail lenders on any and all banking needs, request or issues
Communicate effectively with customers, internal and external, either verbally or in writing
Review all exception reports by notifying clients, vendors or lenders of needed documentation
Knowledge of the bank’s loan policy and departmental procedures
Assist in organizing departmental events
Other duties as assigned