Small Business Bank Process Coordinator II

Capital One
Plano, Texas
Jun 23, 2022
Jul 23, 2022
Full Time
Plano 2 (31062), United States of America, Plano, Texas

Small Business Bank Process Coordinator II

About the Department

Small businesses are the backbone of America and a vital part of the economy as a whole. Their success is essential to economic growth and prosperity. We believe that confidence is the best business plan. Within Capital One's Small Business Bank (SBB) division, we help our clients stand out with personalized advice and resources that can help them prepare for what's next. We've helped over 450,000 business owners secure their finances, streamline their cash flow, and save time on banking. We provide a variety of competitive savings, checking, escrow, lending, and treasury management products. Our clients aren't just our clients-they're our business partners.

About the Role

The Process Coordinator II is an experienced, qualified individual who is responsible for processing a variety of Small Business post-closing loans from the Inventory that is made up of SBB accounts that are at least 120 days or greater and have been charged off. The associate would gather media work for attorney partners to place collections accounts into placement: Focus on working reports, placement and legal ad hoc, projects and Special Assets requests.

Associates must place a high emphasis on customer experience and satisfaction. Associates should execute on customers request, attempting to solve customer problems and/or updating the loan file to make the customer's account whole again. The goal is to help our customers have an accurate loan account as requested and build rapport with partner teams to drive for customer satisfaction experience.

  • Work reports daily and weekly, create collections letters, BIF, NOIA, and PPP Letters by using the rotation calendar
  • Prepare Media to be place with Attorney firms
  • Ad hoc request coming in from partners and firms
  • Overcome objections regarding complex request by communicating with team and partners
  • Become familiar with and follow Company guidelines and procedures (computer-based training, class-room training, timecards, e-mail, training, etc.)
  • Attend team meetings
  • Engage in driving process and procedure gaps
  • Update account information and complete appropriate documentation to ensure accurate reporting on accounts
  • Stay abreast of all changes, developments, and enhancements for all systems, products, and upgrades
  • Adhere to all regulatory requirements
  • Exhibit a high degree of professionalism and integrity in all communication
  • Be a positive team player willing to adapt to change and learn new skill sets as needed
  • Identifies and provides feedback on identified trends
  • Flags potential regulatory compliance violations or potential risk events
  • Convey clear and concise messages to team, partners, and manager.
  • Come prepared to 10-10's with discussion points
  • Meet production volumes, SLA, QC, and QA Goals

The ideal candidate will possess
  • Keen analytical skills with an appetite to drive change
  • Affinity for technology with solutions-based mindset
  • Strong time management skills across a variety of deliverables. Ability to prioritize, multi-task and take-action quickly.
  • Ability to create and document clear, concise, and inclusive observations that are conducive to agent success in delivering a positive customer experience.
  • Excellent communication: written, verbal and presentation
  • Ability to work effectively as a team with various personality styles, competing priorities both virtually and interpersonally

Basic Qualifications
  • High School Diploma, GED, or equivalent certification
  • At least 1 year of experience in banking or financial services
  • At least 1 year experience with G Suite

Preferred Qualifications
  • Bachelor's Degree or Military Experience
  • At least 2 years of Small Business, Banking, or financial services experience
  • At least 1 year Process Management

Work at Home Technology Requirements:
  • A secure home office environment that is free from background noise and distractions
  • A reliable private internet connection that is not supplied by use cellular data (hot spot)
    • Cable or fiber connections are preferred
    • Internet service download speeds must be at least 5 mbps, with 10+ mbps preferred - check your download speed using a speed test. A sample one can be found here . To test your home internet from your personal computer at home, type into the web browser of your personal computer.
    • Sustained ability to maintain latency less than 250 ms in voice calls is required
  • Hard wired connectivity is preferred, any use of wireless connectivity must be Private (non-public) and password protected through WPA2-PSK (AES) encryption. If you have any questions about your encryption, please consult with your internet provider
    • A private network is password protected where you have ownership or line of site to every device on the network
  • Capital One reserves the right to request proof of internet provider, speed and service package from the associate
  • Requirements are subject to change, as new systems and technology are delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice.

Candidates must live within approximately 100 miles driving distance of 23060 (Richmond, VA) or 75024 (Plano, TX)and be comfortable coming in person whenever required with no less than 24 hours notice.

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

No agencies please. Capital One is an Equal Opportunity Employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to

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Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

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