Commercial Banking Coordinator II

POSITION SUMMARY:

The Commercial Banking Coordinator II provides administrative, operational, and customer support to Commercial Bankers throughout the loan origination, documentation, closing, and servicing process. This role helps ensure exceptional customer experience while maintaining compliance with bank policies, regulatory requirements, and internal controls. by supporting the commercial banking officers in all aspects of the bank’s business development and loan servicing efforts. Works in an environment where individuals are trusted to work independently and as part of a productive, successful team.

ESSENTIAL FUNCTIONS:

Loan Processing & Documentation Obtain information required for loan origination, including credit reports, appraisals, title work, insurance information, flood determinations, and Secretary of State searches.

Provide customer support, execute daily loan transactions, and handle other general administrative duties.

Prepare disbursement worksheets, loan documentation checklists, and related loan documentation.

Ensure loan files are complete, accurate, and comply with bank policies.

Loan Administration & Monitoring Scan and maintain loan documentation in bank systems.

Monitor exception reports and obtain missing documentation.

Verify liens are perfected and collateral documentation is properly maintained.

Customer & Internal Support Provide exceptional customer service and support daily loan transactions.

Serve as liaison between Commercial Banking Officers, Loan Documentation, and Loan Operations.

Support relationship management activities and ongoing customer needs.

Maintains strict confidentiality of customer, loan, and bank information in accordance with bank policies and regulatory requirements.

Supports internal and external audit activities by maintaining complete, accurate, and audit-ready loan documentation.

Culture & Values Demonstrates respect for others by fostering an inclusive, collaborative, and professional work environment.

Embraces curiosity by seeking to learn, improve, and identify opportunities for growth and innovation.

Acts with integrity by maintaining accountability, following policies and procedures, and doing what is right for customers, colleagues, and the Bank.

Promotes authenticity through open communication, transparency, and trust-building relationships.

Strengthens unity by working cooperatively across teams, supporting shared goals, and contributing to a positive culture.

Regulatory & Policy Knowledge Understand internal policies and procedures

Apply governance frameworks consistently

Stays current on changing regulatory expectations

Support examiner interactions as needed

Operational Excellence Ensures accuracy and timeliness of transactions

Understands banking systems and workflows

Process improvement mindset (efficiency, error reduction)
Maintains strong documentation and audit readiness

Execution discipline in a regulated environment

Maintains reliable and predictable attendance to meet business and customer needs

COMPETENCIES:

Technical Capacity Collaboration Skills Interpersonal Skills & Teamwork Client Focus Analytical Skills Flexibility & Dependability Professionalism & Accountability Thoroughness & Detail Oriented Communication Skills; both verbal and written

Credit & Financial Acumen Administrative & Organizational Skills Time & Priority Management PEOPLE LEADER RESPONSIBILITIES:

This position is an individual contributor role and does not have direct reports.

WORK ENVIRONMENT:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and scanning machine.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an…