Workflow Coordinator

The purpose of this position is to assist lenders in the preparation of loan packages before they are given to Document Processors.  

Responsibilities:

• Assist lenders to ensure complete understanding of loan packages.


• Resolve any issues that may need to be addressed prior to document processing.


• Maintain a thorough understanding of and comply with applicable banking regulations as well as internal policies and procedures.


• Maintain an excellent working relationship with peers and teammates.


• Participation in daily huddles, weekly department meetings, and quarterly town meetings (after work hours).


• Believe, endorse, and demonstrate the Bank’s culture and standards.


• Effectively communicate information clearly through all media channels (phone, email, written letters, etc.).


• Ability to multi-task in a fast paced, team-oriented environment. 


• Possess a sense of urgency.


• Ability to interact with and assist customer at all levels. 


• Demonstrate expertise in the use of standard and specialized computer hardware and software packages such as Microsoft Office as well as office equipment.


• Participate in daily huddles, weekly department meetings and quarterly town meetings (possibly after work hours).


• Participate in product development and implementation as needed.


• May conduct training for other staff members.

Qualifications:

• Working knowledge of regulatory policies & procedures


• Working knowledge of real estate appraisals/property evaluations


• High School Diploma or Equivalent


• Knowledge of Info Access a plus