Commercial Loan Coordinator

Fond du Lac


Trusted.  Genuine.   Successful.  National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin.  Founded in 1933, we are a trusted business partner, employer, and community member.  At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.

Position Summary

As a Commercial Loan Coordinator, you will work with a group of assigned commercial lenders to assist with loan requests, management of current loan portfolio, and preparation of loan documentation. You will also be expected to provide excellent communication to internal and external customers, possess a high level of interpersonal skills to build relationships with your team and assigned lenders, as well as attention to detail regarding loan requests and completion. Other duties will include tracking and reporting loan progress and pipeline management.

Skills & Attributes Needed

The following skills and attributes are needed to be successful in your banking career as a Commercial Loan Coordinator:

  • Strong attention to detail
  • Interpersonal skills
  • Excellent communication skills
  • Work independently as well as collaboratively as part of a team
  • Ability to learn and adapt quickly
  • Ability to work under high stress levels with frequent interruptions and with tight and often changing deadlines.
  • General knowledge of commercial industry and detailed understanding of appropriate regulations and guidelines
  • Strong computer skills including advanced Microsoft Office skills (Word, Excel and PowerPoint) and related product


Ideal candidates will possess the following qualifications:

  • Maintain the highest level of confidentiality and discretion of customer and bank information.
  • Associate or Bachelor’s degree in finance, accounting, business or related field, or equivalent experience, preferred, but not required.
  • Some banking experience, including prior exposure to commercial loan processing, preferred. 
  • Approximately six months to 1 year of on-the-job training to become familiar with established loan systems and procedures. 

Benefits Offered

National Exchange Bank & Trust offers a competitive benefit package including, but not limited to:

  • Health, Dental & Vision Insurance
  • HSA, FSA, Short & Long Term Disability 
  • Life/Accident insurance
  • 401(k) with Employer Match & Profit Sharing
  • Paid Time Off
  • Flexible scheduling & telecommuting options
  • Education Assistance Program
  • Products & Service Discounts & more!


Share This

Enjoy the article so far? Recommend it to your friends and peers.