FUNCTIONAL COORDINATOR

United Midwest Savings Bank; Westerville (OH); On-site; USD 23,491 - 33,458; Full time

Benefits offered by this job

Paid Time Off (PTO)

Medical/Dental/Vision

401K

Paid Family Leave

Job summary

United Midwest Savings Bank is seeking an experienced administrative professional to support the lending and underwriting functions in Westerville, OH. You will coordinate complex tasks, prepare loan submissions, and maintain records to ensure accuracy and timely processing.

The role requires strong communication, organization, and problem-solving skills, with familiarity of OFAC/SAM/CAIVRS/ETRAN systems; a high school diploma or equivalent is required.

Qualifications

• High school diploma or equivalent is required.
• Minimum of 3 years in a high-volume administrative role handling complex tasks.
• Experience with loan file management and underwriting coordination is preferred.
• Strong written and verbal communication skills.
• Proficient with Microsoft Office Suite.

Responsibilities

• Provide advanced clerical and administrative support to lending/underwriting.
• Assist with loan file preparation, submissions, and records.
• Perform reporting, due diligence, tracking, and follow-up on loans.
• Ensure information accuracy and resolve discrepancies per procedures.

Skills

Administrative experience

Multi-tasking

Microsoft Office

Communication skills

Attention to detail

Customer service

Planning and organization

Problem solving

Education

High school diploma or equivalent

Tools

OFAC/SAM/CAIVRS/ETRAN systems

Job description

About UMWSB

We are not your typical bank, and we like it that way. Our four business pillars, SBA Lending, Consumer Lending, Mortgage Lending, and Deposit Banking allow us to attract unique candidates of all experience levels to join our growing team.

What We Stand For

Our products, services, and expertise have the feel of a small community bank, but the reach of a national brand. We at United Midwest Savings Bank are proud of the responsible, ethical manner in which our company has operated since its opening. We realize our success is a direct result of meeting our customer's needs and we continue to operate with your interests as our guide.

Employment Type: Full-Time, Exempt

Location: Westerville, OH

Reports to: Underwriter Team Lead

Position Summary

Responsibilities include providing advanced clerical/administrative support to the lending/underwriting function by coordinating a variety of complex tasks, reports, due diligence items, and department processes.

Responsibilities

• Administrative: Provides advanced clerical and administrative support to the lending and underwriting function.
• File Management: Assists with preparing, organizing, and maintaining loan files, loan submission packages, board loan materials, pipeline reports, and other department records.
• Reporting: Performs reporting, due diligence, tracking, and follow-up activities related to loan submissions, existing loans, closing matters, loan reviews, and third-party relationships.
• Compliance Review: Reviews information for accuracy and completeness and helps resolve discrepancies in accordance with department procedures and deadlines.

A Typical Day

Your day is spent keeping details moving in the right direction — checking in on open items, updating trackers, and making sure documents are easy for the team to find when decisions need to be made. You'll connect with internal partners and outside contacts to confirm statuses, clarify questions, and keep timelines on track. As priorities shift, you'll reset your plan, stay organized, and finish the day knowing the next handoff is clean and ready.

Education And Experience

High school diploma or equivalent required.

Required Skills/Abilities

• Minimum of 3 years in a high-volume administrative role working on and resolving complex tasks.
• Working knowledge of OFAC, SAM, CAIVRS, ETRAN or similar systems preferred.
• Strong customer service skills; highly motivated, focused, goal-oriented, and able to maintain a high level of accuracy in daily work.
• Excellent written and verbal communication skills, including professional grammar, phone communication, and in-person communication.
• Strong organizational skills with attention to detail, planning, and follow-up.
• Ability to manage multi-tasks and priorities.
• Proficient with Microsoft Office Suite or related software to prepare reports, policies, and other business documents.

Benefits

• Paid Time Off (PTO)
• Medical / Dental / Vision
• 401K
• Paid Family Leave

United Midwest Savings Bank is an Equal Opportunity Employer.

Salary: $20.67 per hour