Sales and Credit Coordinator Wholesale

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Requirements:

• Associate’s degree in business administration, accounting, or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• 2-4 years of experience, preferably in a financial services industry.
• Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
• Excellent client service skills.
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
• Solid organizational skills, along with accuracy and attention to detail.
• Strong project coordination skills.
• High level of initiative.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.

Responsibilities:

• Leveraging the appropriate software applications, accurately tracks and verifies processing, communications and compliance activities in collaboration with relationship managers and analysts, ensuring data integrity and alignment with business objectives.
• Updates and reconciles financial ticklers in Salesforce, ensuring the timely reconciliation of compliance documents. Completes monthly audits of outstanding financial reports to maintain accurate records.
• Ensures compliance and organizational efficiency by systematically organizing and maintaining client files within e-files and OnBase, adhering to Compeer’s retention schedule for streamlined access and retrieval.
• Manages logins and passwords for internal and external personnel across multiple extranet sites, ensuring secure and seamless access.
• Supports efficient operations by assisting in the retrieval of documents within e-files and OnBase, facilitating quick access to critical information for business continuity.
• Maintains and uses up-to-date service plans, ticklers and work logs to track progress of servicing actions from receipt to completion and ensure proper documentation for the credit approval process.
• Stay informed on processes, procedures, and technical competencies, proactively identifying and implementing opportunities for process improvement to enhance business performance.
• Provides solutions to the most complex internal and external client inquiries by providing necessary documentation to fulfill credit compliance requirements for ongoing deals.
• Tracks and communicates the status of required client documentation, fostering timely collaboration and informed decision-making.
• Coordinates the distribution of essential information and documents, such as preliminary credit assessments and draft loan agreements, to participants in syndication or capital market transactions.
• Utilizes various communication platforms, including email and document management sites, to facilitate this process and gathers feedback to relay to the appropriate relationship managers or credit analysts.
• Assists in the preparation and coordination of bank/lender meetings, ensuring all logistics and confirmed attendance are managed effectively for productive engagements.
• Ensures compliance through the timely processing and transfer of legal documents to the Legal department, maintaining responsiveness to business needs.
• Prepares and distributes concise and secure correspondences and documents for the lender group, ensuring all communications are delivered accurately and promptly.
• Collaborates with leadership, relationship managers and credit teams to ensure the timely and accurate preparation of participant documents, supporting streamlined syndication processes.
• Compiles and tracks the approval status of other lender partners for approval of servicing requests and credit commitments.
• Creates, monitors, manages and maintains our SyndTrak Syndication sites. Establishes user roles and access and coordinates the secure posting, saving and indexing of documents to support efficient syndication operations and client satisfaction.
• Collaborates with team members in cross-training initiatives, ensuring all team members are equipped to handle critical tasks and maintain seamless operations during absences.
• Monitors the AgriAccess new applications inbox for incoming loan requests for lending partners.
• Processes approvals for Diversified Markets Credit large Core Credit, RAU, Emerging Markets and Bonds along with tracking participation approvals from the Capital Markets Group.
• Tracks and monitors credit committee follow-up requirements and legal audit requirements.