JOB TITLE:
Relationship Coordinator
LOCATION:
Corporate Center, Whitehall, OH
STATUS:
Full time
FSLA JOB CLASS:
Non-exempt
REPORTS TO:
Commercial Banking Team Lead
REQUIRED TRAVEL:
25%
DIRECT REPORTS:
None
If working for a company with an empowered group of individuals dedicated to the financial well-being of their customers is appealing to you, look no further than Heartland Bank!At Heartland Bank, our goal is quality – in our work, in our play and in our people. We value our ability to attract and retain talented professionals, as this is the bottom line for excellent customer service. The Heartland Team is looking for a full time Relationship Coordinator at the Corporate Office in Whitehall, Ohio.
In this highly visible role, you will provide administrative support to the Relationship Managers. Responsible for gathering and compiling data, collecting loan files for internal staff, scanning, and copying materials, maintaining files, issuing correspondence, and promoting business for the Bank by maintaining excellent customer relations.A typical day might include the following:
- Perform professional administrative support in greeting customers, answering telephones, taking messages, and providing information related to loan status, payoff, balances, etc.
- Accurately and efficiently support the lending function by preparing loan worksheets and ordering required documentation, such as personal credit reports, business credit reports, environmental reports, etc.
- Assemble loan proposal packets for lending officer’s submission to loan committee. Assist with Credit Quest opportunity memos including input and review.
- Scan/upload various documents to Director and credit quest.
- Assist 3-5 Relationship Managers with various tasks.
- Understand requirements of commercial and ag loans and necessary documentation.
- Assistance with commercial and ag process from Application to Close, including working with other segments.
- Ongoing assistance with commercial and agricultural portfolio (loan payments, transactions, and general client questions).
- Effectively navigate core Heartland Bank systems including but not limited to Navigator, Director, Credit Quest, etc.
- Assist and participate in community and business development activities as needed.
- Assist in the preparation of reports as directed by supervisor
- Coordinate proper portfolio management activities of the assigned portfolio which shall include required reviews, maintain customer credit data, obtaining updated customer information, collection activities and other such activities as assigned by management.
JOB REQUIREMENTS:
High school diploma or equivalent
Additional Eligibility Qualifications
- Minimum of two years in credit or lending environment
- Microsoft Windows, Microsoft Suite including Outlook, Internet Explorer, Excel
- Familiarity with County Auditor's sites and Ohio Secretary of State website (UCC filing search)
WORK ENVIRONMENT & PHYSICAL DEMANDS:
- The work environment is a typical office setting with minimal inside noise level.
Physical Demands
- Bending, standing, walking (<1/3 of the time)
- Sitting (>2/3 of the time)
- Vision (up close and distance >2/3 of the time)
- Must be able to lift up to 10 pounds (<1/3 of the time
WHAT’S GREAT ABOUT WORKING AT HEARTLAND?
- Competitive compensation package
- Healthcare on Day 1 that includes: Medical, Dental, Vision and Life Insurance
- 401(k) up to 4% of salary match
- Company-paid holidays
- Generous Paid Time Off
- Parental Leave
- Casual dress policy
- Career development opportunities
- On-site fitness center (Corporate Center)
- Tuition reimbursement and training support
- Free checking and savings accounts
- Free financial planning
- Mortgage Rate Discount Program
Heartland Bank is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected Veteran status.
