Overview

Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Credit Coordinator to join our growing team. The Credit Coordinator serves as the bridge between application intake and underwriting by validating file completeness, coordinating documentation, managing approval conditions, supporting onboarding activities, and ensuring all files are decision-ready prior to underwriting review.Essential Functions: Review Processor - prepared files for completeness, accuracy, and adherence to required documentation standardsResolve deficiencies requiring judgment, interpretation, or coordination with SalesOrganize financial statements and supporting schedules for Underwriter reviewIdentify inconsistencies or potential risk indicators within submitted financial or organizational dataEnsure all applications meet internal policy standards prior to underwritingServe as escalation point for complex entity structures or multi-entity relationshipsDraft and circulate approval letters, credit agreements, and onboarding documents using standardized templatesIncorporate approved deal terms into legal documentation for manager reviewManage approval conditions, track outstanding items, and validate completeness prior to final approvalFile UCC-1 financing statements and ensure proper documentation is retainedExecute onboarding by submitting IT setup requests and managing follow-up through completionDeliver partner credentials, system access, and onboarding materialsCoordinate with Sales, Marketing, and internal teams to confirm onboarding readiness and activationMaintain pipeline reporting and provide accurate status updatesBackfill Credit Processor responsibilities as needed to maintain workflow continuityMinimum Qualifications: Extreme accuracy and attention to detailAbility to review documentation for completeness, identify discrepancies, and resolve deficienciesAbility to analyze business entity structures and identify ownership relationshipsAbility to interpret financial, legal, organizational, and business documentationDemonstrated ability to manage multiple priorities and deadlines in a fast-paced environmentDemonstrated ability to maintain accurate records, documentation, and audit trailsAbility to learn and navigate multiple software systems and databasesProficient with Microsoft Office applications including Word, Excel, OutlookStrong organizational and time-management skills with the ability to manage multiple priorities and deadlines simultaneouslyStrong verbal and written communication skillsExperience drafting, reviewing, or managing business, legal, or lending documentation preferredExperience supporting commercial lending, commercial credit, banking, financial services, mortgage lending, dealer services, or credit operations preferred2+ years of experience in financial services, lending, banking, credit operations, loan processing, underwriting support, or a related field preferredPhysical Demand: Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standardsMust be able to talk, listen and speak clearly on telephoneAble to sit at a work station for prolonged periods of time Must be able to physically type PI445678e8f60b-4180