Commercial Loan Administrator II

Responsibilities

• Establish and maintain organized commercial loan credit files which includes ensuring that credit file documentation is uploaded in a timely manner.
• Manage and upload financial documents to Sageworks Document Library using standard naming convention.
• Manage timely workflow clearance and tickler advancements.
• Validate document received meets requirements prior to advancing.
• This may be with Commercial Relationship Managers, Relationship Support Specialists, Underwriters, etc.
• Perform set up and build of ticklers and covenants for newly booked loans, annual reviews, renewals, and extensions as required by loan approval and/or product specifications.
• Monitor existing reports, to ensure proper clearance of workflow steps.
• Quality check collection and upload of all supporting documents.
• Participate in the processes related to the release of the Tickler Client Outreach Process using email and letter correspondence generated from Sageworks.
• Assist with on-going file clean-ups.
• Affiliate with other ad hoc projects as needed.
• Perform additional responsibilities as required.

Qualifications

• Minimum 2 years’ experience in Credit File / Loan Administration.
• Knowledge of Commercial Loan financial documents.
• Knowledge of credit file structure preferred.
• Exceptional attention to detail.
• Strong organizational skills.
• Strong knowledge of Microsoft Office and other computer software.
• Working knowledge of Fiserv system or equivalent.
• Working knowledge of Sageworks/Abrigo or equivalent.
• Analytical and problem-solving skills.
• Team focused.