Client Service Retail Coordinator

Client Services Retail Coordinator

As a Client Services Retail Coordinator, your day will be filled with opportunities to assist with the daily management of assigned portfolios including, but not limited to, all new and outstanding relationships that include loans originated from the Retail Banking department. Serve as primary contact for existing clients. Loan documentation and related experience is important. There are many exciting opportunities to grow professionally within our company. Our past accomplishments and continued future successes are directly attributed to the individual success of our employees. Many of our employees started their careers at Stock Yards Bank as Client Services Coordinators and continued to future success. Responsibilities Daily responsibilities include, but are not limited to, the following:

• Assist in the preparation, maintenance, and servicing of loans which includes ordering any supporting documentation from outside service providers.
• Complete loan applications in lending software and assist in preparation of approval documents.
• Ensure all documents are accurate and ready for closing and comply with bank policy requirements.
• Ensure loans are funded according to documentation within the loan package.
• Work with retail lenders on any and all banking needs, requests, or issues.
• Communicate effectively with customers, internal and external, either verbally or in writing.
• Review all exception reports by notifying clients, vendors, or lenders of needed documentation.
• Knowledge of the bank’s loan policy and departmental procedures.
• Assist in organizing departmental events.
• Other duties as assigned.

Job Requirements The successful candidate will have the following qualifications:

• High School Diploma or GED equivalent.
• College Degree preferred.
• Minimum of 1 year recent experience in related field or professional work experience in the financial services industry.
• Knowledge of basic lending fundamentals.
• Communicate effectively through writing and speaking as appropriate for the needs of the audience.
• Capability to communicate and collaborate with all levels of management and employees.
• Demonstrates active listening skills.
• Ability to maintain customer satisfaction and generate positive client relationships.
• Efficiently manage time.
• Proficient to include Word, Excel, and Outlook.
• Professional appearance and demeanor.

Benefits

• 401(k) with a company match of up to 6%.
• ESOP employer match.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Cancer / Disease insurance.
• Accident insurance.
• Flexible Spending Accounts.
• Health Savings Accounts.
• Bank paid Life / AD&D insurance.
• Voluntary Life / AD&D insurance.
• Bank paid Short-Term and Long-Term Disability insurance.
• Employee Stock Purchase Plan.
• Employee Assistance Program.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the functions of this job, the employee will continually communicate with coworkers or customers. The employee will constantly position themselves to sit or stand, and occasionally move around the office to access filing cabinets or office machinery. The employee will constantly operate a computer, using repetitive movements of hands and fingers, and other office productivity machinery, such as a calculator, copy machinery, and computer printer. The employee will frequently identify, observe, and assess materials and information, visually or otherwise. The employee will frequently be required to lift or carry up to 10 pounds, and occasionally be required to lift or carry 11 - 50 pounds, with assistance if needed. Employees must also have the ability and means to travel as necessary for the purpose of attending training, meetings, and other various business functions.