Loan Administration Assistant

The Loan Administration Assistant provides comprehensive administrative, clerical, and operational support to Loan Officers within the Commercial Banking department. This role is responsible for supporting complex loan transactions, delivering high quality customer service, and ensuring loan documentation, processing, and post closing activities are completed accurately, timely, and in compliance with internal policies and regulatory requirements.

What You Will Do

The duties include but are not limited to the following: preparing loan requests, obtaining credit information, reviewing and verifying loan documentation, printing checks, processing loan payoffs, and verifying wire transfer requests.

Why It Might Be a Fit

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The employee must be willing and able to demonstrate these skills by coming to work on a daily basis, as scheduled.

Requirements

• Working knowledge of Commercial & Industrial (C&I) lending, including loan structures, collateral types, borrowing base certificates, financial covenant monitoring, and tickler tracking.
• Working knowledge of Commercial Real Estate (CRE) lending, including construction, term, and development loans; rent rolls; cash-flow analysis; and key documentation requirements.
• Ability to review and validate loan documentation (notes, credit agreements, guarantees, UCC filings, title policies, appraisals, environmental reports, etc.).
• Experience using loan origination and loan origination systems.
• General understanding of applicable regulatory requirements (OCC, FDIC, fair lending, BSA/AML impacts on lending) as they apply to C&I and CRE portfolios.
• Strong attention to detail for tracking ticklers, exceptions, insurance, financials, covenant testing, and maturity dates.
• Ability to audit loan file files, maintain digital records, and ensure documentation completeness.
• Experience supporting collateral perfection activities, including UCC filings, continuations, releases, titles, and insurance verification.
• Proficiency in Microsoft Office (Excel, Outlook, Word) and familiarity with loan management/LOS systems.
• Ability to adapt quickly to new software tools related to loan processing, imaging, and workflow management.
• Strong communication skills for coordinating with lenders, credit officers, loan operations, customers, and third-party vendors (title companies, appraisers, attorneys).
• Ability to interpret lender instructions and ensure accurate execution of loan-related tasks.
• Demonstrated professionalism and discretion in handling confidential customer and financial information.
• High School diploma or GED is required
• A minimum of seven (7) years of relevant experience in lending, loan, administration, or banking

Benefits

• 11 paid holidays
• Rewarding and challenging growth opportunities
• Generous paid time off
• Discounted banking services