Job Title: Finance Administrative Coordinator
Location: Hybrid (Columbia, MO)
Job Description:
We are seeking a detail-oriented and highly organized Finance Administrative Coordinator to join our team. This role will primarily focus on supporting our clients during the onboarding, relationship management, and other administrative duties associated with commercial lending. Under the direction of the Head of Operations, the Finance Administrative Coordinator monitors and executes all client-facing tasks, from application to onboarding, updating, educating, and assisting with loan closing. This role ensures that all functions are performed efficiently and accurately and that all customers receive prompt and courteous service. The coordinator is responsible for ensuring that the Bevel experience and services meet the needs of our clients and organization while achieving our funding goals and objectives with sound commercial lending practices and Bevel Financial's core values.
Key Responsibilities:
Serve as a primary point of contact for clients throughout the lending processPlan, direct, and coordinate loan closings between clients and lendersContinuously monitor and evaluate the effectiveness of closing procedures and documentationBalance client application and relationship managementFacilitate open communication between clients, lenders, and internal staffRespond to client inquiries and provide regular updates on loan statusPresent a professional, competent, and persistently positive attitude to clients, prospective clients, partners, and coworkers.Monitor in-progress and bank-approved opportunities.Verify insurance and create/distribute invoicesMonitor distribution of down paymentsCoordinate payoffs and payment reconciliationsPerform office duties including scheduling, filing, scanning, faxing, and recording updates for team documentationGenerate reports on loan closings, client onboarding, and other key metricsAssist in the development and improvement of administrative processes and proceduresSupport other departments as needed with various administrative tasks
Required Qualifications:
Bachelor's degree or 2+ years of experience in a related business fieldStrong understanding of commercial lending processes and documentationExcellent organizational and time management skillsSuperior attention to detail and accuracyProficient in Microsoft Office Suite, Google Workspace, and experience with CRM systemsStrong written and verbal communication skillsAbility to work independently and as part of a teamKnowledge of financial regulations and compliance requirementsAbility to use TValue or financial calculator to determine loan payments and validate documents
Preferred Qualifications
Experience with loan origination softwareFamiliarity with various types of commercial loans (e.g., SBA loans, equipment financing, working capital loans)Notary Public certification
Physical Demands and Work Environment
Regular sitting, talking, and hearing requiredClose vision and ability to adjust focus necessaryModerate noise level in the work environmentOn-site presence required (hybrid arrangement)
What We Offer
Competitive salary and benefits packageOpportunity for growth and advancement in a fast-paced fintech environmentCollaborative and innovative work cultureOngoing professional development and training opportunities