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