Private Banking Loan Coordinator

Location: Chicago, IL; IL-120 S LaSalle St. Details on the proportion of onsite and remote work will be discussed during the interview.

Salary: $65,000–$75,000 per year, based on experience, qualifications, and location. Incentive compensation and a discretionary bonus may apply.

Company

hirify.global is a relationship-oriented bank providing private banking and financial services to clients.

What you will do

• Manage loan files and closings for new and renewal loans, including pre- and post-closing reviews.
• Perform customer identity verification and other due diligence, including OFAC and RAF checks, and maintain client profiles.
• Monitor and clear AML, document, fee, and past-due exceptions, and prepare year-end reports including Forms 1098 and 1099.
• Process loan payments, reversals, accrual adjustments, payoffs, address changes, and ACH requests.
• Collect and organize executed documents, maintain electronic and physical credit files, and coordinate with closers and operational teams.
• Update loan portfolio tracking queues and support Private Bankers, lenders, clients, and departmental projects.

Requirements

• Bachelor’s degree preferred.
• 2–5 years of experience in financial services, ideally supporting high-net-worth and ultra-high-net-worth clients.
• Experience with loan processing and loan documentation.
• Knowledge of federal and state regulatory requirements and high-net-worth client profiles and products.
• Proficiency in Microsoft Office, especially Excel, Adobe Acrobat, and PowerPoint.
• Strong analytical, organizational, communication, critical-thinking, and client-support skills.

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, and recognition programs.
• Medical, dental, vision, health savings account, life insurance, disability, and other insurance plans.
• Paid sick leave, parental leave, vacation, holidays, and 401(k).
• Wellbeing support, professional development opportunities, and a paid Purpose Day.
• Inclusive and accessible candidate experience.
• This position does not offer visa sponsorship; legal eligibility to work at the specified location is required.

Hiring process

• The application process may include an attribute-based assessment and skills tests, such as simulation or Microsoft Office testing.
• Work arrangement details will be discussed during the interview.