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For your reference, we have included the original job posting below.
Banking Coordinator III
Job Number:
36898438
Company Name:
BMO Harris Bank
Job Location:
Minneapolis, MN US
Job Category:
Accounting & Finance
Banking Coordinator III
Knowledge and Skills (Job Requirements)
a) Knowledge:
2 years college 6 months to a 1 year of professional loan coordinator experience
b) Skills:
ADDITIONAL QUALIFICATIONS: * Proficient in opening direct deposit accounts * May be proficient with treasury management products * Proven customer service experience * Proven ability to work independently * Experience with Word, Excel and PowerPoint * Proven problem solving experience * Strong organizational skills
BMO Harris Bank thanks all applicants. We advise only those who qualify for an interview will be contacted. At our company, we have been helping our customers and communities for over 125 years. In July 2011, our parent company BMO Financial Group acquired Marshall & Ilsley Corporation (M&I). Over the next year, we will be working to bring the best of Harris and M&I together under the BMO Harris Bank name. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.
BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. We are an Equal Opportunity Employer. By embracing diversity, we gain strength through our people and our perspectives.
Mandate (Job Description)
Manage banker's or banker manager's day-to-day activities and may coordinate workflow of coordinator levels I and II. Provide necessary support to the lender in establishing, maintaining and enhancing account relationships. Responsible for obtaining essential documentation for the approval of various loans.
Key Accountabilities
SPECIFIC DUTIES/ACCOUNTABILITIES * Banker Support 45 - 60% Assist officers with work to be completed to include: * Attend loan closings * Prepare loan requests and forward to appropriate centralized doc prep area. * Review all loan documentation prior to closing for accuracy and completeness. * Once loan documents have been signed, complete loan disbursements, and forward completed documentation to appropriate centralized area. * Provide assistance to loan officers by obtaining credit information for use by Regional Credit Center in the approval of lending decisions on new, renewal or extension loans. * Meet with customers to complete information and loan documentation. * Prepare write-ups, correspondence and review various reports * Follow through on special requests from customers and officers * May review exception list, research file for missing documents and review documents for exceptions. Draft appropriate letters or other document requests to customers and coordinates follow-up with customer as necessary. * May conduct credit investigations and analyze routine credit information pertaining to loans Assist senior lending officer in the administration of duties within department. * Coordinate and follow-up with direct reports on assignments * Prepare management reports * Distribute and review sales reports. * Customer Service 20 - 30% Answer questions from customers and officers to include such things as: * Service charges * Account activity * Line items listed on statements * Loan increases and decreases * Issues with other areas of the bank May open Direct Deposit Accounts for customers. May perform wire transfer requests * Administrative Assistance 10-15% Answer phones Open and route mail Photocopy and file Manage officer's calendar Coordinate mailings Coordinate customer outings * Other duties as assigned 5% May include such things as: * Compile documentation necessary to complete officer changes on customers and accounts * Train other coordinators * Work Flow Management 0 - 20% Coordinate workflow of the Coordinator I and Coordinator II levels Direct workflow of administrative duties
