Client Coordinator

Client Coordinator

The Client Coordinator for the National Warehouse Lending (NWL) division is responsible for processing new applications and renewals of current customers. This individual will act as a liaison between clients and the other warehouse lending internal departments.

Responsibilities

1. Process applications and renewal of current customers.
2. Submits approvals for required approver parties, ensuring final signatures are obtained.
3. Assist in preparing legal documents, ensuring everything is received by due date and obtaining all required signatures, and sending fully executed documents to clients.
4. Post approval process - keeping multiple databases and excel spreadsheets updated
5. Works closely with RM's, Credit and CSG to ensure all renewals are completed by target date and making any necessary adjustments along the way.
6. Liaison for MERS and obtaining yearly agreements and signatures.
7. Scanning documents to retention system
8. Completes file reviews for all deals as well as a yearly for all clients.
9. Manages pipeline and coordinates term sheet packages, credit approval submissions, packages.
10. Collects and reviews Insurance policies and updates all systems.
11. Coordinates schedules/calendars for staff, management, and executive management.
12. Act as a liaison between the clients and NWL Operations, Relationship Manger, Credit Administration and Management.
13. Prepare daily & monthly reports for NWL department
14. Issues good standing/reference letters.
15. Processes warehouse verifications.
16. Back up to Senior Client Coordinator(s) as needed and
17. Cross training in all areas of the credit processing department
18. Other duties or projects assigned.

Qualifications

• High School diploma, general education degree (GED), or equivalent required.
• 2 or more years of experience in administrative role or related field of expertise.
• Basic knowledge of residential mortgage (FHA, VA, and/or conventional) lending, processing, funding, and/or loan documents is strongly preferred. Knowledge of automated underwriting systems such as Delegated Underwriting and/or Loan Prospect a plus.
• Must be detail oriented and exhibit the ability to read, input and translate data with extreme accuracy.
• Strong time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
• Strong PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
• Excellent verbal, written and interpersonal communication skills.
• Must have the ability to maintain strict confidentiality.

About Us

PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.

Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.

PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.

PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.

To learn more, please visit us online at plainscapital.com/about.