Loan and Lease Coordinator

Consolidated Grain and Barge•Louisville, KY

About The Position

This role supports the agricultural lending and leasing process by partnering with Regional Sales Officers (RSOs) and serving as a primary liaison between customers and internal stakeholders. The coordinator helps move loan and lease transactions from application through closing by coordinating customer communications, collecting and reviewing documentation, preparing complete credit packages, managing pipeline activities, and facilitating timely, accurate, and compliant processing. Through proactive communication, workflow coordination, and customer support, the position helps deliver an exceptional customer experience and enables RSOs to focus on relationship management and business development. Responsibilities may vary depending on daily needs and loan volume. The work is performed in a normal office environment, inside with limited extremes of heat or cold and moderate noise. Infrequent travel for meetings and training is required, less than 5%. The position is sedentary and requires sitting or standing continuously, occasional exertion of up to 10 pounds, hearing and oral communication, and close visual acuity for activities such as preparing and analyzing data, using a computer terminal, and extensive reading. The expected base pay range is $23.46–$29.09. Actual pay may vary based on work location, job-related knowledge, skills, and relevant experience. CGB Enterprises, Inc. offers a benefits package that includes a 401(k) retirement plan with company contributions, medical, prescription drug, dental, vision, life and disability benefits, flexible spending accounts, paid holidays, vacation and sick leave, wellness programs, recognition programs, and community involvement opportunities.

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 organizational levels and outside the organization.
Exceptional attention to detail and accuracy.
Effective time management and ability to meet deadlines, prioritize work, and work within tight deadlines.
Ability to complete documentation requirements and handle routine operations consistently with existing solutions to problems.
Ability to remain self-motivated and efficient, work independently and within a team, take initiative, and work with minimal supervision.
Ability to work effectively under pressure.
Ability to exhibit qualities consistent with company philosophies and provide exemplary service.

Nice To Haves

Experience in an agricultural environment.

Responsibilities

Partner with Regional Sales Officers to serve as a primary customer liaison throughout the loan and lease process.
Communicate application requirements, coordinate documentation requests, provide transaction status updates, address routine inquiries, and facilitate information exchange among 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 by 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 related to lease and equipment finance transactions.
Collaborate with internal stakeholders in support of departmental and organizational objectives.
Perform other duties as assigned.