Loan and Lease Coordinator

CGB Enterprises, Inc.•Louisville, KY

8d•$23 - $29

About The Position

The Loan and Lease Coordinator supports agricultural lending and leasing by partnering with Regional Sales Officers (RSOs) and serving as a primary liaison between customers and internal stakeholders. The role coordinates customer communications, collects and reviews documentation, prepares complete credit packages, manages pipeline activities, and helps move loan and lease transactions efficiently from application through closing. It works closely with internal lending teams to support timely, accurate, and compliant processing and to provide a strong customer experience. Actual responsibilities vary with daily needs and loan volume. The position is primarily performed in a normal office environment, with moderate noise and limited extremes of heat or cold. Infrequent travel for meetings and training is required, at less than 5%.

Requirements

High school diploma or equivalent, or an equivalent combination of education, training, and experience.
Five years of experience in customer service, loan processing/flow, or equivalent lending experience.
Basic understanding of loan processing procedures and documentation.
Proficiency using computers and Microsoft Office programs, including SharePoint, Word, Excel, and CRM.
Effective interpersonal, oral, and written communication skills, including strong telephone skills, and the ability to interact with people at all levels inside and outside the organization.
Exceptional attention to detail and accuracy.
Effective time management and ability to meet deadlines and prioritize.
Ability to complete documentation requirements and follow routine solutions to problems.
Ability to remain self-motivated and efficient, work independently and as part of a team, work under pressure and within tight deadlines, and take initiative with minimal supervision.
Ability to consistently exhibit qualities aligned with company philosophies to provide exemplary service.

Nice To Haves

Experience in an agricultural environment.

Responsibilities

Partner with RSOs to communicate application requirements, coordinate document requests, provide transaction status updates, address routine inquiries, and facilitate timely information exchange between customers and internal stakeholders.
Collect, organize, and review loan application packages, financial information, and supporting documentation for completeness, accuracy, and compliance with lending policies, procedures, and underwriting requirements.
Manage assigned loan and lease pipeline activities, including preparing complete credit packages, maintaining workflow records and system updates, tracking outstanding requirements, and coordinating follow-up to support timely credit decisions and transaction progression.
Coordinate invoices, lien waivers, and documentation for lease and equipment finance transactions.
Collaborate with internal stakeholders to support departmental and organizational objectives.
Perform other duties as assigned.