Commercial Loan Coordinator

Pennian Bank•Camp Hill, PA

1d•Hybrid

About The Position

The Commercial Loan Coordinator III provides advanced-level coordination, analysis, and operational support for commercial lending activities. This position works closely with Commercial Loan Officers, Portfolio Managers, customers, and internal partners to support loan origination, portfolio management, Large Borrower Reviews (LBR), and customer service activities. The role requires independent decision-making, strong organizational skills, and direct customer interaction while ensuring compliance with Bank policies, procedures, and regulatory requirements.

Requirements

High school diploma or equivalent required, preferably with a business curriculum emphasis
Minimum of 10 years of experience in a similar role required for this level
Strong reading, writing, grammar, and mathematical skills
Effective interpersonal and communication skills
Proficient keyboarding and computer skills
Proficiency in Microsoft Office and other applicable software programs
Working knowledge of commercial banking products and services
Ability to operate office equipment and banking systems
Ability to maintain confidentiality and handle sensitive information
Ability to meet the requirements and perform the duties of a Pennsylvania Notary

Nice To Haves

Associate's or Bachelor's degree preferred

Responsibilities

Coordinate and support commercial loan origination and servicing activities
Prepare, print, scan, and maintain loan documentation packages
Assist lenders with loan applications, Taxpayer Consent Forms, Beneficial Ownership Certifications, and related workflow requirements
Maintain accurate information within the commercial loan origination system to ensure data integrity
Generate reports and support system-related processes
Learn and maintain proficiency in bank software applications and web-based systems
Independently review borrower financial information and third-party reports
Support Portfolio Managers and Commercial Loan Officers with follow-up and resolution of outstanding items
Serve as backup support for Portfolio Management activities, including GLOC and construction draws
Coordinate and manage Large Borrower Review (LBR) processes, including checklist development, maintenance, and follow-up activities
Serve as a primary liaison between customers, regional staff, and Commercial Loan Officers
Respond to customer inquiries and provide exceptional customer service
Place and receive customer calls regarding loan accounts, documentation requests, payoff statements, collateral releases, address changes, and other account-related matters
Maintain awareness of opportunities to deepen customer relationships during interactions
Coordinate collection of confidential financial information from clients and ensure proper filing and record maintenance
Support all phases of the commercial loan origination process
Coordinate customer due diligence activities, including: Beneficial Ownership requirements, Business Account Onboarding Questionnaires, Third-party searches, Settlement services, Insurance documentation, Commercial document preparation
Loan servicing coordination
Work collaboratively with internal and external service providers to facilitate loan transactions
Create correspondence, reports, forms, spreadsheets, and other business documents
Manage incoming and outgoing communications
Greet and assist visitors
Maintain electronic records and departmental files
Complete assigned administrative and shared departmental duties
Compile and distribute information and reports as requested by management
Ensure compliance with all Bank policies, procedures, and regulatory requirements
Support the Bank's risk management and safety and soundness initiatives
Adhere to applicable regulations, including: Community Reinvestment Act (CRA), Equal Credit Opportunity Act (ECOA), Other applicable banking regulations
Promote and maintain a workplace free from harassment and unlawful discrimination
Performs other duties and special projects as assigned.