Commercial Banking Coordinator; CRE

Job Overview

Location:

Coral Gables, FL

Responsible for supporting the Commercial Real Estate Banking client service channel by coordinating the activities of the assigned Bankers. Serves as a catalyst to accelerate the achievement of client business goals by ensuring Commercial Real Estate Bankers, clients, and business partners are connected through arranged meetings, coordinating events, business development planning, and scheduling. Ensures the timely and accurate processing of all client accounts and required servicing documentation from a wholly new and innovative platform that resonates with a targeted market segment.

Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.

• Assist Banker's business development:
  • Meet or exceed new client relationship goals.
  • Generate new loans, deposits and fees.
  • Maintain portfolio.
  • Review weekly reports, book loans, follow up on post‐closing exceptions, review files and liaise with Portfolio Manager to provide commercial bankers a list of requirements due.
  • Coordinate loan approval and document preparation.
  • Process closed loans for booking and submission to loan vault.
  • Provide prompt, professional and courteous service to customer inquiries.
  • Communicate with outside vendor companies regarding closing procedures.
• Banker portfolio management:
  • Review exception reports and follow up with borrowers and commercial bankers to clear loan document exceptions.
  • Manage past dues by providing weekly reports to commercial bankers and follow up with customers on past financial statements.
  • Assist the Portfolio Manager when needed in completing annual reviews when due.
  • Monitor various reports including, but not limited to, overdrafts, expiring loan insurance, & ABL Monitoring reports.
• Customer retention and growth:
  • Implement customer satisfaction surveys.
  • Analyze customer survey results.
  • Adhere to the highest legal and ethical standards applicable to our industry and to Seacoast Bank’s Code of Conduct, while observing both the spirit and letter of all government regulations and laws and bank policies and procedures.

• High School Diploma or equivalent required.
• Bachelor degree in Business Administration, Economics, Finance or related major, preferred.
• 5 years related experience in process and office management, business analytics, and diagnosis obtained through commercial lending support and portfolio management.
• 2 years of financial services experience.
• Experience with Commercial Real Estate a plus!

All Associates are required to adhere to the highest legal and ethical standards applicable to our industry, and are expected to be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on-time completion of annual required training post-hire and effective execution of role responsibilities.