Loan Coordinator

United Bankers' Bank is the nation’s first bankers’ bank, dedicated to the success of its customers and employees. They are seeking a reliable and detail-focused Loan Coordinator to help keep the loan process running smoothly by organizing information, reviewing loans for accuracy, and ensuring everything balances correctly.

Responsibilities

• Performs data entry of daily payments/advances and DDA tickets necessary for loan transactions
• Makes appropriate General Ledger tickets as needed for transactions
• Reviews transactions to maintain daily balancing
• Performs loan maintenance transactions on Jack Henry
• Verifies that the financial information existing between UBB and customers is true and accurate
• Furnishes financial information to customers who have sold/purchased loans to/from UBB
• Researches any existing discrepancies that may exist between UBB and customers, determines the source of the problem, and performs the necessary tasks to resolve the situation
• Prepares and maintains secure spreadsheets for participation loans to calculate percentages and amounts given/charged to each bank
• Completes Audit requests
• Provides written verification to banks/auditors
• Follows up on any discrepancies
• Receives daily loan reports and distributes them to lenders
• Receives and processes payment checks and prepares the daily loan deposit
• Assists with filing in the department
• Monitors Late Fees assessed on Loans by the system
• Works with lenders to waive when necessary

Skills

• Associate's degree in Accounting or related field or high school diploma plus equivalent work experience
• 1 – 3 years banking experience
• Strong knowledge of Microsoft Office products with emphasis on Word and Excel
• 10-key proficiency
• Ability to use discretion and exercise good judgment
• Excellent customer service skills
• Able to communicate in a clear, concise and pleasant manner
• Organizational skills and ability to prioritize multiple tasks
• Loan operations/accounting experience preferred
• Experience with Jack Henry or other loan system interface preferred

Benefits

• Medical, Dental, and Vision
• HSA with a generous company contribution
• Medical and Dependent Care Flexible Spending Accounts
• 401(k) plan with a 3% company contribution, plus up to an additional 1% match -Roth option available
• 12 Paid holidays

Company Overview