- Answer phones and greet customers
- Open depository accounts (if applicable)
- Assist in the preparation, maintenance, and servicing of loans which includes ordering any supporting documentation from outside service providers
- Complete loan applications in lending software and assist in preparation of approval document.
- Close loans as needed
- Ensure all documents are accurate and ready for closing
- Fund loans according to documentation within the loan package
- Work with customers on any and all banking needs, request or issues
- Communicate effectively with customers, internal and external, either verbally or in writing
- Provide administrative support to the department
- Manage all exception reports by notifying clients, vendors or lenders of needed documentation
- Knowledge of the bank's loan policy and departmental procedures
- Assist in organizing departmental events
- Other duties as assigned
- High School Diploma or GED Equivalent, college degree preferred
- Minimum of 1 year of experience in related field or professional work experience in financial services industry
- Knowledge of basic lending fundamentals and loan documentation
- Communicate effectively through writing and speaking as appropriate for the needs of the audience
- Capability to communicate and collaborate with all levels of management and employees
- Demonstrates active listening skills
- Ability to maintain customer satisfaction and generate positive client relationships
- Efficiently manage time
- Proficient to include Word, Excel and Outlook
- Professional appearance and demeanor
- 401(k) with a company match of up to 6%
- ESOP employer match
- Medical insurance
- Dental insurance
- Vision insurance
- Cancer / Disease insurance
- Accident insurance
- Flexible Spending Accounts
- Health Savings Accounts
- Bank paid Life / AD& D insurance
- Voluntary Life / AD&D insurance
- Bank paid Short-Term and Long-Term Disability insurance
- Employee Stock Purchase Plan
- Employee Assistance Program
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CLIENT SERVICES COORDINATOR - Indianapolis, United States - Stock Yards Bank & Trust
Description
As a Client Services Coordinator in the Commercial Lending Department, your day will be filled with opportunities to manage assigned portfolios including, but not limited to, all new and outstanding relationships. Serve as primary contact for existing clients. Loan documentation and customer service are important while Stock Yards Bank & Trust will provide a professional environment to continually improve the candidate's skills to further his/her career goals for advancement within the banking profession.
Responsibilities
Daily responsibilities include, but are not limited to, the following:
The successful candidate will have the following qualifications:
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
