Commercial Lending Operations Coordinator

Ontario Trillium Foundation; Mandeville (LA); On-site; USD 35,000 - 55,000; Full time

Job summary

Ontario Trillium Foundation seeks a skilled Administrative Assistant to support loan officers by handling secretarial duties, document preparation, and file management in a fast-paced banking environment in Louisiana.

You will manage loan checklists, coordinate closings, process payments, and liaise with attorneys, appraisers, and title companies while delivering outstanding service to customers and maintaining strict compliance.

Qualifications

• High school diploma or equivalent required.
• Bachelor’s degree in Business, Finance, or related field preferred.
• Experience with HorizonXE, FDM, ImageCenter and LaserPro is preferred.

Responsibilities

• Provide secretarial and administrative support for assigned loan officer(s).
• Manage the workflow process to ensure loans move through the pipeline efficiently.
• Manage scheduling of appointments and closings for assigned loan officer(s).
• Prepare and work through items on loan checklists.
• Establish and maintain loan files.
• Track and manage annual reviews and renewals.
• Prepare tickets and loan documents for booking.
• Assist customers with problems and concerns.
• Process loan payments.
• Assist lenders in collecting customer financial information and required data to complete loan applications and correct exceptions.
• Coordinate with attorneys, appraisers, and title companies.
• Process documents received for each file to verify accuracy and completeness.
• Provide timely responses to customers, loan officers, and third-party vendors.
• Establish and maintain relationships with customers, fellow employees, and third-party vendors.
• Correspond with insurance companies and maintain updated insurance.
• Order appraisals.
• Assist customers and/or branch personnel with loan information questions.
• Consistently support the Bank and its core values.
• Follow all policies and procedures.
• Additional duties may be assigned by supervisor.

Skills

Detail oriented

Excellent communication

Time management

Organizational skills

Customer service

Multitasking

Problem solving

Education

High school diploma or equivalent

Bachelor’s degree in Business, Finance, or related field preferred

Tools

HorizonXE

FDM

ImageCenter

LaserPro

Job description

Ontario Trillium Foundation seeks a skilled Administrative Assistant to support loan officers by handling secretarial duties, document preparation, and file management in a fast-paced banking environment in Louisiana.

You will manage loan checklists, coordinate closings, process payments, and liaise with attorneys, appraisers, and title companies while delivering outstanding service to customers and maintaining strict compliance.