Credit Coordinator

Triad Financial Services•Jacksonville, FL

13d•Onsite

About The Position

Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Credit Coordinator to join our growing team. The Credit Coordinator serves as the bridge between application intake and underwriting by validating file completeness, coordinating documentation, managing approval conditions, supporting onboarding activities, and ensuring all files are decision-ready prior to underwriting review.

Requirements

Extreme accuracy and attention to detail
Ability to review documentation for completeness, identify discrepancies, and resolve deficiencies
Ability to analyze business entity structures and identify ownership relationships
Ability to interpret financial, legal, organizational, and business documentation
Demonstrated ability to manage multiple priorities and deadlines in a fast-paced environment
Demonstrated ability to maintain accurate records, documentation, and audit trails
Ability to learn and navigate multiple software systems and databases
Proficient with Microsoft Office applications including Word, Excel, Outlook
Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines simultaneously
Strong verbal and written communication skills

Nice To Haves

Experience drafting, reviewing, or managing business, legal, or lending documentation preferred
Experience supporting commercial lending, commercial credit, banking, financial services, mortgage lending, dealer services, or credit operations preferred
2+ years of experience in financial services, lending, banking, credit operations, loan processing, underwriting support, or a related field preferred

Responsibilities

Review Processor - prepared files for completeness, accuracy, and adherence to required documentation standards
Resolve deficiencies requiring judgment, interpretation, or coordination with Sales
Organize financial statements and supporting schedules for Underwriter review
Identify inconsistencies or potential risk indicators within submitted financial or organizational data
Ensure all applications meet internal policy standards prior to underwriting
Serve as escalation point for complex entity structures or multi-entity relationships
Draft and circulate approval letters, credit agreements, and onboarding documents using standardized templates
Incorporate approved deal terms into legal documentation for manager review
Manage approval conditions, track outstanding items, and validate completeness prior to final approval
File UCC-1 financing statements and ensure proper documentation is retained
Execute onboarding by submitting IT setup requests and managing follow-up through completion
Deliver partner credentials, system access, and onboarding materials
Coordinate with Sales, Marketing, and internal teams to confirm onboarding readiness and activation
Maintain pipeline reporting and provide accurate status updates
Backfill Credit Processor responsibilities as needed to maintain workflow continuity