Commercial Banking Coordinator

Seacoast Bank Careers•Jacksonville, FL

About The Position

The Commercial Banking Coordinator supports the Commercial Banking client service channel by coordinating activities for assigned Bankers. The role helps accelerate client business goals by connecting Commercial Bankers, clients, and business partners through arranged meetings, coordinated events, business development planning, and scheduling. It also ensures timely and accurate processing of client accounts and servicing documentation through the bank’s platform. The Coordinator supports business development and portfolio management, including loan approval and document preparation, loan booking and submission, monitoring portfolio reports, following up on exceptions and past-due items, and assisting with annual reviews. The role also supports customer retention and growth through satisfaction surveys and analysis. Associates must follow applicable legal, ethical, regulatory, risk-mitigation, security, and bank-policy requirements, including AML/BSA and audit procedures.

Requirements

High school diploma or equivalent required.
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 with and compliance with applicable regulatory, legal, ethical, and bank risk-mitigation requirements.

Nice To Haves

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

Responsibilities

Coordinate activities of assigned Commercial Bankers and connect Bankers, clients, and business partners through meetings, events, business development planning, and scheduling.
Support Bankers in meeting or exceeding new client relationship goals and generating new loans, deposits, and fees.
Maintain portfolios by reviewing weekly reports, booking loans, following up on post-closing exceptions, reviewing files, and coordinating with the Portfolio Manager on outstanding requirements.
Coordinate loan approvals and document preparation.
Process closed loans for booking and submission to the loan vault.
Respond to customer inquiries promptly, professionally, and courteously.
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 when needed.
Monitor reports including overdrafts, expiring loan insurance, and ABL monitoring reports.
Implement customer satisfaction surveys and analyze survey results.
Comply with applicable legal and ethical standards, the Seacoast Bank Code of Conduct, government regulations and laws, and bank policies and procedures.
Ensure adherence to AML/BSA requirements, audit procedures, dual control, security, Business Continuity, and other regulated banking requirements.
Complete annual required training on time and effectively execute role responsibilities.
Perform other duties as assigned.