Commercial Banking Coordinator

Seacoast Bank•Jacksonville, FL

About The Position

The Commercial Banking Coordinator supports the Commercial Banking client service channel by coordinating the activities of assigned Bankers. The role helps accelerate client business goals by connecting Commercial Bankers, clients, and business partners through meetings, events, business development planning, and scheduling. It ensures timely and accurate processing of client accounts and servicing documentation and supports commercial lending operations and portfolio management. The Coordinator is expected to build trust through honesty, integrity, and authenticity and to comply with applicable laws, regulations, bank policies, and risk mitigation requirements.

Requirements

High school diploma or equivalent.
At least 5 years of related experience in process and office management, business analytics, and diagnosis obtained through commercial lending support and portfolio management.
At least 2 years of financial services experience.
Familiarity and compliance with regulatory, legal, ethical, and bank risk-mitigation requirements relevant to the industry and role.

Nice To Haves

Bachelor’s degree in Business Administration, Economics, Finance, or a related major.

Responsibilities

Support Bankers’ business development efforts to meet or exceed new client relationship goals and generate new loans, deposits, and fees.
Maintain portfolios by reviewing weekly reports, booking loans, following up on post-closing exceptions, reviewing files, and liaising with the Portfolio Manager to identify outstanding requirements.
Coordinate loan approvals and document preparation.
Process closed loans for booking and submission to the loan vault.
Respond promptly, professionally, and courteously to customer inquiries.
Communicate with outside vendor companies regarding closing procedures.
Review exception reports and follow up with borrowers and Commercial Bankers to clear loan document exceptions.
Manage past-due items by providing weekly reports to Commercial Bankers and following up with customers regarding past financial statements.
Assist the Portfolio Manager with annual reviews as needed.
Monitor reports, including overdrafts, expiring loan insurance, and ABL monitoring reports.
Implement customer satisfaction surveys and analyze the results.
Adhere to applicable legal and ethical standards, Seacoast Bank’s Code of Conduct, government regulations, laws, policies, and procedures.
Ensure adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and other regulated banking requirements.
Complete required annual training on time and effectively execute role responsibilities.
Perform other duties as assigned.