Manager Loan Admin & Compliance

Requirements

• Commercial Real Estate Loan Administration – Manage the full loan lifecycle, including opening escrow, documentation, processing, funding, and post-closing administration for commercial property transactions.
• Financial Compliance & Reporting – Ensure compliance with all loan covenants, lender reporting requirements, and financial documentation standards; oversee preparation and submission of lender deliverables.
• Covenant Tracking & Risk Monitoring – Maintain active oversight of loan covenants, performance metrics, and lender communications; identify and mitigate potential risk exposures.
• Appraisal, Title & Legal Document Review – Review and validate appraisals, title reports, legal documents, and loan closing packages to ensure completeness and accuracy prior to funding.
• Property Tax Evaluation & Appeal – Lead the property tax evaluation and payment process, coordinate appeals, and ensure timely resolution in alignment with company financial goals.
• Manage and maintain complete electronic and physical loan files.
• Maintain a comprehensive financing pipeline and track progress on all active transactions.

Required Knowledge, Skills, Abilities

• Bachelor’s degree in Finance, Accounting, Business, or related field, or equivalent work experience
• 5+ years’ experience in loan operations, loan closing, portfolio analysis or commercial real estate finance
• Proficiency with Microsoft Office Suite (Excel, Word, Outlook, Access)
• Strong analytical, organizational, and communication skills
• Ability to manage multiple priorities and deadlines in a fast-paced environment

Preferred

• Commercial banking or real estate loan administration experience
• Advanced Excel and database management skills
• Experience with Yardi, QuickBooks, LaserPro, or similar financial systems
• Familiarity with real estate valuation and tax assessment processes