
Lender Meeting Coordinator – Senior Associate
Welcome to Chase Bank! We are currently seeking a highly organized and detail-oriented individual to join our team as a Lender Meeting Coordinator – Senior Associate. In this role, you will be responsible for coordinating and facilitating meetings between our lenders and clients, ensuring that all parties are well-prepared and informed. As a key member of our team, you will play a crucial role in maintaining strong relationships with our clients and ensuring that their needs are met. To be successful in this position, you must have excellent communication skills, strong attention to detail, and the ability to work well under pressure. We are looking for someone who is driven, proactive, and passionate about providing exceptional customer service. If you are ready to take on this challenging and rewarding role, we encourage you to apply!
- Coordinate and schedule meetings between lenders and clients, ensuring all parties are available and well-prepared.
- Facilitate communication and information flow between lenders and clients, ensuring all relevant information is shared and understood.
- Maintain strong relationships with clients and ensure their needs are met during meetings and throughout the lending process.
- Prepare meeting materials and agendas, ensuring all necessary information is included and accurate.
- Manage and update meeting schedules and calendars, ensuring all meetings are properly documented and tracked.
- Communicate and collaborate with other team members to ensure a seamless and efficient meeting process.
- Monitor and track meeting outcomes and follow-up actions, ensuring all tasks are completed in a timely manner.
- Assist in preparing and maintaining client files, ensuring all necessary documents and information are included and organized.
- Serve as a point of contact for clients, addressing any inquiries or concerns they may have.
- Proactively identify and address any potential issues or challenges that may arise during meetings.
- Continuously improve and streamline meeting processes to increase efficiency and effectiveness.
- Stay updated on industry trends and regulations to ensure compliance and provide knowledgeable support to lenders and clients.
- Adhere to company policies and procedures, maintaining confidentiality and professionalism at all times.
- Provide exceptional customer service, ensuring a positive and welcoming experience for all clients.
- Take on additional responsibilities and tasks as needed to support the overall success of the team and company.
A Minimum Of 3-5 Years Of Experience In Banking Or Financial Services Industry, Particularly In Loan Origination Or Mortgage Lending.
Strong Knowledge Of Loan Processing Procedures, Including Underwriting Guidelines And Compliance Regulations.
Excellent Communication And Interpersonal Skills, With The Ability To Effectively Liaise With Both Internal And External Stakeholders.
Proficiency In Using Loan Origination Software And Other Relevant Tools, With The Ability To Quickly Adapt To New Systems And Processes.
Proven Track Record Of Managing And Coordinating Multiple Tasks And Projects Simultaneously, With Strong Attention To Detail And Ability To Meet Tight Deadlines.
Communication
Time Management
Multitasking
Attention to detail
Negotiation
Budget management
Event Planning
customer service
Relationship Building
Teamwork
Organization
Problem-Solving
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Lender Meeting Coordinator – Senior Associate in New York, NY, USA is $45,000 - $65,000 per year. This may vary based on the specific company, experience level, and other factors such as bonuses and benefits.
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JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

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