Business Solutions Coordinator

If you are detailed oriented, enjoy reviewing documentation, and closing processes, then a role as a Business Solutions Coordinator is for you.

As a Business Solutions Coordinator in Business Banking, you'll be under the general direction of the Business Direct Center Management team. You’ll support client application workflow management, post-approval documentation review, loan booking, and closing processes associated with credit processed through the Business Direct Center.

Job Responsibilities

• Work to process required post approval items in Loan-Track
• Clear post approval items to allow for closing document preparation
• Coordinate and facilitate loan closing with clients while working with a team and independently
• Process executed loan documents for loan funding and submission to loan servicing
• Complete/resolve un-bookable loans and holds from loan servicing, and coordinate post approval flow with Business Solutions Specialist and customers to ensure a great customer experience
• Maintain quality management of documentation with a focus on minimizing un-bookable loan facilities and order tax transcripts as required by underwriting
• Execute all objectives in a manner that adheres strictly to Consumer and Community Bank controls and credit compliance standards
• Proactively follow-up on all credit referrals less than or equal to $250k from both consumer branch based employees and Business Relationship Managers
• Clearly communicate credit decisions and terms (including declinations and counter-offers) to clients, and prospect with the goal of assisting the borrower with their access to capital need while keeping internal partners informed of loan status and decisions
• Protect the firm by following sound risk management protocols, adhering to regulatory requirements,      and credit policy

Required qualifications, capabilities and skills

• Minimum of 2 years’ experience in Business Banking client service/support, a related experience in business loan processing or commercial lending support environments, and/or similar positions
• Ability to establish credibility and rapport, be friendly and personable, and look for ways to benefit the customer
• Strong phone-based communication skills with individuals at all levels, internally and externally
• Professional, thorough, and organized; and able to follow standard operating policies and procedures
• Demonstrate a strong working knowledge of credit application and post-approval workflows with completion of training courses in credit policy and Customer Service Center workflows through a bank sponsored training program or other related course work
• Display strong problem solving skills while using sound judgment
• Maintain strong technical skills while using Microsoft Office and internal bank systems

Preferred qualifications, capabilities and skills

• College degree preferred, or high school degree/GED or foreign equivalent

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability nee