Credit Coordinator

Triad Financial Services Inc; Jacksonville (FL); On-site; USD 52,000 - 76,000; Full time

Job summary

Triad Financial Services Inc. is seeking a Credit Coordinator to bridge application intake and underwriting by validating file completeness and coordinating documentation. You will support onboarding, manage approval conditions, and ensure files are decision-ready prior to underwriting review.

The role requires extreme accuracy, the ability to review complex financial and legal documents, and strong communication. 2+ years in financial services or related field is preferred.

Qualifications

• Extreme accuracy and attention to detail.
• Ability to review documentation for completeness, identify discrepancies, and resolve deficiencies.
• Ability to analyze business entity structures and identify ownership relationships.
• Ability to interpret financial, legal, organizational, and business documentation.
• Demonstrated ability to manage multiple priorities and deadlines in a fast-paced environment.
• Demonstrated ability to maintain accurate records, documentation, and audit trails.
• Ability to learn and navigate multiple software systems and databases.
• Proficient with Microsoft Office applications including Word, Excel, Outlook.
• Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines simultaneously.
• Strong verbal and written communication skills.
• Experience drafting, reviewing, or managing business, legal, or lending documentation preferred.
• Experience supporting commercial lending, commercial credit, banking, financial services, mortgage lending, dealer services, or credit operations preferred.
• 2+ years of experience in financial services, lending, banking, credit operations, loan processing, underwriting support, or a related field preferred.

Responsibilities

• Review Processor - prepared files for completeness, accuracy, and adherence to required documentation standards.
• Resolve deficiencies requiring judgment, interpretation, or coordination with Sales.
• Organize financial statements and supporting schedules for Underwriter review.
• Identify inconsistencies or potential risk indicators within submitted financial or organizational data.
• Ensure all applications meet internal policy standards prior to underwriting.
• Serve as escalation point for complex entity structures or multi-entity relationships.
• Draft and circulate approval letters, credit agreements, and onboarding documents using standardized templates.
• Incorporate approved deal terms into legal documentation for manager review.
• Manage approval conditions, track outstanding items, and validate completeness prior to final approval.
• File UCC-1 financing statements and ensure proper documentation is retained.
• Execute onboarding by submitting IT setup requests and managing follow-up through completion.
• Deliver partner credentials, system access, and onboarding materials.
• Coordinate with Sales, Marketing, and internal teams to confirm onboarding readiness and activation.
• Maintain pipeline reporting and provide accurate status updates.
• Backfill Credit Processor responsibilities as needed to maintain workflow continuity.

Skills

Extreme accuracy

Review documentation

Multi-tasking

Entity structure analysis

Financial/legal document literacy

Prioritization

Record keeping / audit trails

Software navigation

Microsoft Office (Word, Excel, Outlook

Strong verbal & written communication

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Credit Coordinator

6 days ago Requisition ID: 1260

Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Credit Coordinator to join our growing team. The Credit Coordinator serves as the bridge between application intake and underwriting by validating file completeness, coordinating documentation, managing approval conditions, supporting onboarding activities, and ensuring all files are decision-ready prior to underwriting review.

Essential Functions:

• Review Processor - prepared files for completeness, accuracy, and adherence to required documentation standards
• Resolve deficiencies requiring judgment, interpretation, or coordination with Sales
• Organize financial statements and supporting schedules for Underwriter review
• Identify inconsistencies or potential risk indicators within submitted financial or organizational data
• Ensure all applications meet internal policy standards prior to underwriting
• Serve as escalation point for complex entity structures or multi-entity relationships
• Draft and circulate approval letters, credit agreements, and onboarding documents using standardized templates
• Incorporate approved deal terms into legal documentation for manager review
• Manage approval conditions, track outstanding items, and validate completeness prior to final approval
• File UCC-1 financing statements and ensure proper documentation is retained
• Execute onboarding by submitting IT setup requests and managing follow-up through completion
• Deliver partner credentials, system access, and onboarding materials
• Coordinate with Sales, Marketing, and internal teams to confirm onboarding readiness and activation
• Maintain pipeline reporting and provide accurate status updates
• Backfill Credit Processor responsibilities as needed to maintain workflow continuity

Minimum Qualifications:

• Extreme accuracy and attention to detail
• Ability to review documentation for completeness, identify discrepancies, and resolve deficiencies
• Ability to analyze business entity structures and identify ownership relationships
• Ability to interpret financial, legal, organizational, and business documentation
• Demonstrated ability to manage multiple priorities and deadlines in a fast-paced environment
• Demonstrated ability to maintain accurate records, documentation, and audit trails
• Ability to learn and navigate multiple software systems and databases
• Proficient with Microsoft Office applications including Word, Excel, Outlook
• Strong organizational and time-management skills with the ability to manage multiple priorities and deadlines simultaneously
• Strong verbal and written communication skills
• Experience drafting, reviewing, or managing business, legal, or lending documentation preferred
• Experience supporting commercial lending, commercial credit, banking, financial services, mortgage lending, dealer services, or credit operations preferred
• 2+ years of experience in financial services, lending, banking, credit operations, loan processing, underwriting support, or a related field preferred

Physical Demand:

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
• Must be able to talk, listen and speak clearly on telephone
• Able to sit at a work station for prolonged periods of time