Private Banking Loan Coordinator
Core
Facilitate the loan process for Commercial and Consumer loans, ensuring smooth operations, documentation accuracy, and regulatory compliance for Private Banking clients.
Role type
Private Banking Loan Coordinator
Builds
Loan files, closing packets, client profiles, and portfolio tracking queues for Private Bankers
Domain
Financial Services / Private Banking / Loan Operations
Required skills
Loan file management, due diligence (OFAC/RAF), AML exception monitoring, loan transaction processing, document management, portfolio tracking, regulatory compliance knowledge, Microsoft Office (Excel, Acrobat, PowerPoint)
Preferred skills
High net worth client experience, critical thinking, organizational skills
Technologies
Microsoft Office, Adobe Acrobat
Responsibilities
Manage loan files and closings for new and renewal loans; perform due diligence and identity verification; monitor and clear AML loan exception items; process loan transactions (payments, reversals, accruals, payoffs); collect and manage loan-specific information and documents; update loan portfolio tracking queues; communicate with clients, lenders, and the Client Service team; process payment and ACH adjustments.
Seniority
Mid-level (2-5 years experience)