Commercial Banking Coordinator at Seacoast Bank in Orlando, Florida

Job Description:

Since opening our doors in 1926, Seacoast Bank has embraced a visionary approach to the future while remaining true to our local roots and family values. Based in Stuart, we are one of the largest publicly traded banks headquartered in Florida.

We believe that our greatest assets will always be our people — local bankers who are knowledgeable about the communities we serve and dedicated to providing an exceptional customer experience.

We offer exciting and challenging opportunities in an environment that supports diversity, enabling associates across the organization a greater sense of empowerment to create change for the better. This is evident in our American Banker “2020 Best Banks to Work For” and “Best Places to Work for LGBT Equality” by the Human Rights Campaign designations.

Responsible for supporting the Commercial 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 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.

QUALIFICATIONS:

· 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.

ESSENTIAL JOB FUNCTIONS include the following. Other duties may be assigned.
CBC Operations Functions:

• Assist Banker’s business development to:
  o Meet or exceed new client relationship goals.
  o Generate new loans, deposits and fees.
  o Maintain portfolio
  o 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.


• Support banker business development to:
  o Coordinate loan approval and document preparation.
  o Process closed loans for booking and submission to loan vault.
  o Provide prompt, professional and courteous service to customer inquiries.
  o Communicate with outside vendor companies regarding closing procedures.


• Banker portfolio management:
  o Review exceptions reports and follow up with borrowers and commercial bankers to clear loan document exceptions.
  o Manage past dues by providing weekly reports to commercial bankers and follow up with customers on past financial statements.
  o Assist the Portfolio Manager when needed in completing annual reviews when due.
  o 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.
  
  

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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 60-1.35(c)

Commercial