Credit and Documentation Support Coordinator

The Credit and Documentation Support Coordinator plays a key role in the Equipment Finance team by entering and organizing potential customer and application information ahead of underwriting, and by assisting with documentation data entry throughout the loan process. This role also contributes to the smooth day-to-day operations of the office by handling a range of office management and administrative tasks. Essential Duties and Responsibilities: The essential functions include, but are not limited to, the following: Receive and enter potential customer and application information into origination/credit systems prior to underwriting review, ensuring accuracy and completeness of data. Organize and maintain digital files for potential customer submissions across the equipment finance portfolio. Communicate with equipment finance customers and Third-Party Originators (TPOs) to collect required documentation and information ahead of underwriting. Assist with data entry and organization of loan/lease documentation throughout the underwriting, approval, and closing process. Track and maintain accurate records of application status, approvals, declines, and outstanding documentation requirements. Provide regular pipeline updates and generate reports as requested. Support office management functions, including ordering and maintaining office supplies/snacks, coordinating lunches for meetings and events, handling incoming/outgoing mail, assist with onboarding for new employees. Coordinate meeting logistics and scheduling as needed. Maintain a well-organized and efficient office environment. Perform additional duties as assigned to contribute to the overall success of the team. Minimum Qualifications (Knowledge, Skills, and Abilities) High school diploma or G.E.D. equivalent required Two or more years of experience in data entry, administrative support, or a financial services environment preferred Equivalent combination of education and/or experience will be considered Proficient in Microsoft Office (e.g., Word, Excel, Outlook), with the ability to adapt to various software systems used within the banking environment. Proficient ability to communicate in English orally and in writing. Ability to apply discretion and trust with confidential material. Ability to maintain a high level of accuracy in preparing and entering data. Ability to effectively apply analytical and problem-solving skills. Excellent time management skills with the ability to multi-task, prioritize, and meet deadlines. Location This is a hybrid position reporting to our Troy, MI or Salt Lake City, UT office three days a week (Tues. Wed. Thurs). Due to business and compliance requirements, this position is not open to candidates residing in certain states or jurisdictions. At this time, we are unable to consider applicants who reside in California, Washington State, Washington, D.C., Massachusetts, Oregon, Maine, New York, Connecticut, Illinois, Montana, or Colorado. Physical Demands and Work Environment: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate. Professional office setting, primarily sedentary position requiring long periods of time working at a computer. Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. E-Verify Milestone participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. The company is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable. #J-18808-Ljbffr MileStone Bank