Commercial Lending Operations Coordinator

Description

About Us:

At Vertu Agent, we are a high-performance, client-focused firm operating across several industries. We combine innovation, professionalism, and collaboration to deliver exceptional service. Our teams are empowered with the resources, training, and autonomy to exceed client expectations while growing professionally.

Our Culture:

We prioritize excellence, accountability, and continuous learning. Our environment is collaborative yet results-driven, celebrating initiative, problem-solving, and high-impact contributions. Top performers are recognized, mentored, and given opportunities to take on leadership responsibilities.

About the role:

We are seeking a highly organized and proactive Commercial Lending Operations Coordinator with +3 years of experience to support a fast-paced lending team with operations, administrative coordination, client communication, and workflow management. The ideal candidate is detail-oriented, tech-savvy, and comfortable managing multiple priorities in a dynamic environment.

Key Responsibilities:

• Support loan operations and underwriting workflows
• Coordinate document collection, condition lists, and follow-ups for active loan files
• Maintain organized loan files, pipelines, and operational systems
• Assist with onboarding borrowers, brokers, and strategic partners
• Manage email communication, calendars, reminders, and administrative coordination
• Support reporting, workflow tracking, and day-to-day operational processes
• Assist with CRM management, partner communication, and outreach initiatives
• Provide operational and executive support to Directors, Loan Officers, and Underwriters

Requirements

• Experience in commercial lending, real estate, mortgage, underwriting, or financial services
• Strong organizational and multitasking abilities
• Excellent English written and verbal communication skills (C1 or higher)
• High attention to detail and follow-through
• Comfortable working in a fast-paced lending environment
• Strong administrative and operational support experience
• Ability to manage confidential borrower and financial information
• Experience with CRMs, operational platforms, or workflow systems such as GoHighLevel (GHL) required. Experience with lending or loan origination systems is a plus
• Marketing coordination (preferred)