Sr Credit Administrator, Business Lending & Credit Training
Lendistry · California, United States · 1 mo ago
AccountingFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real content.
We must parse the posting.
First, there is boilerplate EEO etc at start: remove.
Then "A Day in the Life" paragraph describing role. That's likely About the role? Actually "A Day in the Life" is description of responsibilities. Could be About the role. We'll treat as About the role.
Then "Lendistry: Who We Are" paragraph about company. Could be About the role? Might be separate but not required heading. We could include as part of About the role? Probably not needed. The instruction: use headings for section headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map content to those headings.
We have "What You’ll Be Doing" list of duties: that is Responsibilities.
We have "Your Areas of Knowledge and Expertise": that includes Requirements, Qualifications, Skills. We need to split appropriately.
We have "Why You'll Love Working Here": list of benefits.
We have "Physical Requirements": maybe not needed; could be omitted as not a heading.
We have no explicit Pay or Schedule info. So we should NOT include Pay or Schedule sections because posting does not state them.
We need to preserve all substantive information, not invent.
Thus sections:
- About the role: maybe combine "A Day in the Life" and "Lendistry: Who We Are"? But "About the role" likely describes the role, not company. The "A Day in the Life" paragraph describes role responsibilities; could be About the role. We'll put that as About the role.
- Responsibilities: the bullet list under "What You’ll Be Doing". Also maybe some other responsibilities later like "Ongoing execution of the strategic direction..." etc. Actually after "What You’ll Be Doing" there is a long paragraph starting with "Ongoing execution of the strategic direction..." That seems also responsibilities. We should include all responsibilities. So we need to capture all duties/responsibilities text.
Let's extract responsibilities sections:
From "A Day in the Life": paragraph describing role (maybe About the role). But we can treat that as About the role.
Then "What You’ll Be Doing": list items:
- Design, develop, implement, and maintain a formal credit training program covering SBA, CORE, SSBCI, ACDBE, ACLP, NMTC, and other lending products.
- Create and maintain a tiered learning curriculum including foundational, role-based, and advanced credit training modules.
- Establish and maintain version-controlled training content linked to loan policies, SOPs, regulatory requirements, and internal procedures.
- Manage credit training completion tracking and reporting.
- Coordinate training updates in response to policy changes, SOP revisions, quality control findings, and regulatory developments.
- Partner with Training to ensure curriculum governance, instructional quality, and delivery standards.
- Develop and maintain a credit competency matrix across lending functions and products.
- Assess organizational credit capabilities and identify training gaps.
- Create coverage plans ensuring critical competencies have adequate cross-trained resources.
- Build and support succession planning for key credit administration functions.
- Conduct product-specific credit reviews to identify process, policy, and capability gaps.
- Establish and maintain a Quality Control-to-Training feedback loop.
- Recommend improvements to underwriting consistency, eligibility reviews, credit policy execution, and documentation quality.
- Capture and document institutional credit knowledge, standards, and best practices.
- Partner with senior credit administration leadership to document CORE credit practices and decision frameworks.
- Serve as designated successor for CORE credit administration responsibilities following successful completion of training program
Then after that paragraph: "Ongoing execution of the strategic direction of lending operations to produce successful service, loan growth, portfolio mix, product development and quality. Engage regularly with IT, Sales, Technology, and Operations departments to improve loan workflow and processing. Work closely with compliance to ensure all aspects of lending are compliant with federal and state regulations, and Company Policies. Participate in overall management of Lendistry as a member of the CORE team to assist in achieving long-term profitability, growth, and strategic direction. Work collaboratively across the Company, specifically with leaders, to support the Company’s vision, credit goals and a team environment. Reviews and approves large and complex loans prior to submission to loan committee. Oversee new and renewed extensions of credit ensuring compliance with policy and regulations. Govern and enforce risk-rating and underwriting standards. Act as principal credit liaison to all regulatory agencies, outside accountants, consultants and others as needed. Leverage loan data and business intelligence to improve the Company’s overall risk performance and guidelines. Identify potential problem credits, coupled with appropriate intervention, to minimize losses. Develops and maintains knowledge of financial industry, economy, market conditions and rates. Perform other duties as assigned to support the efficient and effective operation of the department and that help to make Lendistry the best place to work!"
These are also responsibilities. So we should include them in Responsibilities as additional bullet points or prose? The instruction: Use
- for any list of duties/requirements/benefits, and
for prose. So we can combine all duties into a list. Could also keep some as prose if not list. But better to make a list for all duties. Thus Responsibilities will be a
- with many
- items covering all those duties.
Now Requirements/Qualifications/Skills: We have "Your Areas of Knowledge and Expertise" which includes bullet-like sentences separated by periods. Let's parse:
"Bachelor’s degree in Accounting, Finance, or Business Administration.
7-10 years of experience in credit administration, underwriting, real estate loan underwriting, loan closing, problem asset management and portfolio management in a financial environment.
Strong background in SBA, conventional commercial lending and credit policy interpretation.
Demonstrated experience developing, implementing, or improving credit policies, procedures, standards, or training programs.
Minimum of 5 years of experience supervising staff.
Deep understanding of credit analysis, loan structuring, eligibility requirements, and regulatory expectations.
Ability to translate complex lending requirements into practical training content.
Experience identifying root causes of credit quality issues and implementing corrective actions.
Exceptional written communication, instructional design, facilitation, and presentation skills.
Computer operations including Windows-based software, word processing and spreadsheet applications.
Possess advanced financial analysis skills and have thorough knowledge of commercial loan structuring and understand creative loan structures.
Ability to work outside regular hours as needed.
Ability to thoroughly interpret complex credit data, financial data and use sound business judgment for actions and decisioning.
Ability to work collaboratively with others and demonstrate flexibility and poise in dealing with a diverse range of individuals.
Strong work ethic and professional integrity.
Confidentiality of sensitive data and a high level of ethics is essential.
Ability to successfully handle multiple projects simultaneously.
Ability to prioritize, organize and delegate assignments.
Excellent written and oral communication required.
Strong interpersonal skills, experience in partnering with a senior management team as well as levels of staff."
We need to split into Requirements, Qualifications, Skills. There's no explicit separation; we need to decide what goes where. Typically Requirements: education, years experience. Qualifications: maybe specific experience, supervising, etc. Skills: abilities, communication, etc.
We can categorize:
Requirements:
- Bachelor’s degree in Accounting, Finance, or Business Administration.
- 7-10 years of experience in credit administration, underwriting, real estate loan underwriting, loan closing, problem asset management and portfolio management in a financial environment.
- Minimum of 5 years of experience supervising staff.
Qualifications:
- Strong background in SBA, conventional commercial lending and credit policy interpretation.
- Demonstrated experience developing, implementing, or improving credit policies, procedures, standards, or training programs.
- Deep understanding of credit analysis, loan structuring, eligibility requirements, and regulatory expectations.
- Ability to translate complex lending requirements into practical training content.
- Experience identifying root causes of credit quality issues and implementing corrective actions.
- Possess advanced financial analysis skills and have thorough knowledge of commercial loan structuring and understand creative loan structures.
- Ability to work outside regular hours as needed.
- Ability to thoroughly interpret complex credit data, financial data and use sound business judgment for actions and decisioning.
- Ability to work collaboratively with others and demonstrate flexibility and poise in dealing with a diverse range of individuals.
- Strong work ethic and professional integrity.
- Confidentiality of sensitive data and a high level of ethics is essential.
- Ability to successfully handle multiple projects simultaneously.
- Ability to prioritize, organize and delegate assignments.
- Excellent written and oral communication required.
- Strong interpersonal skills, experience in partnering with a senior management team as well as levels of staff.
Skills:
- Exceptional written communication, instructional design, facilitation, and presentation skills.
- Computer operations including Windows-based software, word processing and spreadsheet applications.
But some overlap. We need to avoid duplication. Let's think: The instruction: Use sections only when posting has real, specific content for it. We can decide to have Requirements, Qualifications, Skills sections each with appropriate content.
We must not invent or summarize away detail. So we need to keep all statements.
We could put all under Requirements and Qualifications and Skills as appropriate.
Better: Requirements: education and years experience. Qualifications: specific experience and background. Skills: abilities and competencies.
Let's extract:
Education: Bachelor’s degree in Accounting, Finance, or Business Administration.
Experience: 7-10 years of experience in credit administration, underwriting, real estate loan underwriting, loan closing, problem asset management and portfolio management in a financial environment.
Supervisory: Minimum of 5 years of experience supervising staff.
Those could be Requirements.
Qualifications: Strong background in SBA, conventional commercial lending and credit policy interpretation. Demonstrated experience developing, implementing, or improving credit policies, procedures, standards, or training programs. Deep understanding of credit analysis, loan structuring, eligibility requirements, and regulatory expectations. Ability to translate complex lending requirements into practical training content. Experience identifying root causes of credit quality issues and implementing corrective actions. Possess advanced financial analysis skills and have thorough knowledge of commercial loan structuring and understand creative loan structures. Ability to work outside regular hours as needed. Ability to thoroughly interpret complex credit data, financial data and use sound business judgment for actions and decisioning. Ability to work collaboratively with others and demonstrate flexibility and poise in dealing with a diverse range of individuals. Strong work ethic and professional integrity. Confidentiality of sensitive data and a high level of ethics is essential. Ability to successfully handle multiple projects simultaneously. Ability to prioritize, organize and delegate assignments. Excellent written and oral communication required. Strong interpersonal skills, experience in partnering with a senior management team as well as levels of staff.
Skills: Exceptional written communication, instructional design, facilitation, and presentation skills. Computer operations including Windows-based software, word processing and spreadsheet applications.
But note that "Exceptional written communication..." overlaps with "Excellent written and oral communication required." Might be duplicate but we keep both as they are distinct statements.
Now Benefits: "Why You'll Love Working Here" list:
- Comprehensive Medical, Dental, and Vision Insurance
- Generous Paid Time Off
- Birthday Day Off
- 12 Paid Company Holidays
- 401(k) Match
- FSA and HSA
- Paid Life Insurance
- Paid Disability Insurance
- Pet Insurance
- Employee Assistance Program (EAP)
- Professional Development Courses
- In Office Provided Snacks and Drinks
- Gym Facilities (LA & Tustin/CEC Offices)
- In Office Engagement Activities
We need to output as
- for Benefits.
No Pay or Schedule.
Now About the role: We have "A Day in the Life" paragraph. Also maybe "Lendistry: Who We Are" could be part of About the role? But it's about company. Could be omitted? The instruction: include a section ONLY when posting has real, specific content for it. The About the role section should describe the role. The "A Day in the Life" paragraph does that. So we will put that as About the role.
We should not include the EEO boilerplate etc.
Now produce HTML fragment:
About the role
- for Benefits.
No Pay or Schedule.
Now About the role: We have "A Day in the Life" paragraph. Also maybe "Lendistry: Who We Are" could be part of About the role? But it's about company. Could be omitted? The instruction: include a section ONLY when posting has real, specific content for it. The About the role section should describe the role. The "A Day in the Life" paragraph does that. So we will put that as About the role.
We should not include the EEO boilerplate etc.
Now produce HTML fragment:
- items covering all those duties.
Now Requirements/Qualifications/Skills: We have "Your Areas of Knowledge and Expertise" which includes bullet-like sentences separated by periods. Let's parse:
"Bachelor’s degree in Accounting, Finance, or Business Administration.
7-10 years of experience in credit administration, underwriting, real estate loan underwriting, loan closing, problem asset management and portfolio management in a financial environment.
Strong background in SBA, conventional commercial lending and credit policy interpretation.
Demonstrated experience developing, implementing, or improving credit policies, procedures, standards, or training programs.
Minimum of 5 years of experience supervising staff.
Deep understanding of credit analysis, loan structuring, eligibility requirements, and regulatory expectations.
Ability to translate complex lending requirements into practical training content.
Experience identifying root causes of credit quality issues and implementing corrective actions.
Exceptional written communication, instructional design, facilitation, and presentation skills.
Computer operations including Windows-based software, word processing and spreadsheet applications.
Possess advanced financial analysis skills and have thorough knowledge of commercial loan structuring and understand creative loan structures.
Ability to work outside regular hours as needed.
Ability to thoroughly interpret complex credit data, financial data and use sound business judgment for actions and decisioning.
Ability to work collaboratively with others and demonstrate flexibility and poise in dealing with a diverse range of individuals.
Strong work ethic and professional integrity.
Confidentiality of sensitive data and a high level of ethics is essential.
Ability to successfully handle multiple projects simultaneously.
Ability to prioritize, organize and delegate assignments.
Excellent written and oral communication required.
Strong interpersonal skills, experience in partnering with a senior management team as well as levels of staff."
We need to split into Requirements, Qualifications, Skills. There's no explicit separation; we need to decide what goes where. Typically Requirements: education, years experience. Qualifications: maybe specific experience, supervising, etc. Skills: abilities, communication, etc.
We can categorize:
Requirements:
- Bachelor’s degree in Accounting, Finance, or Business Administration.
- 7-10 years of experience in credit administration, underwriting, real estate loan underwriting, loan closing, problem asset management and portfolio management in a financial environment.
- Minimum of 5 years of experience supervising staff.
Qualifications:
- Strong background in SBA, conventional commercial lending and credit policy interpretation.
- Demonstrated experience developing, implementing, or improving credit policies, procedures, standards, or training programs.
- Deep understanding of credit analysis, loan structuring, eligibility requirements, and regulatory expectations.
- Ability to translate complex lending requirements into practical training content.
- Experience identifying root causes of credit quality issues and implementing corrective actions.
- Possess advanced financial analysis skills and have thorough knowledge of commercial loan structuring and understand creative loan structures.
- Ability to work outside regular hours as needed.
- Ability to thoroughly interpret complex credit data, financial data and use sound business judgment for actions and decisioning.
- Ability to work collaboratively with others and demonstrate flexibility and poise in dealing with a diverse range of individuals.
- Strong work ethic and professional integrity.
- Confidentiality of sensitive data and a high level of ethics is essential.
- Ability to successfully handle multiple projects simultaneously.
- Ability to prioritize, organize and delegate assignments.
- Excellent written and oral communication required.
- Strong interpersonal skills, experience in partnering with a senior management team as well as levels of staff.
Skills:
- Exceptional written communication, instructional design, facilitation, and presentation skills.
- Computer operations including Windows-based software, word processing and spreadsheet applications.
But some overlap. We need to avoid duplication. Let's think: The instruction: Use sections only when posting has real, specific content for it. We can decide to have Requirements, Qualifications, Skills sections each with appropriate content.
We must not invent or summarize away detail. So we need to keep all statements.
We could put all under Requirements and Qualifications and Skills as appropriate.
Better: Requirements: education and years experience. Qualifications: specific experience and background. Skills: abilities and competencies.
Let's extract:
Education: Bachelor’s degree in Accounting, Finance, or Business Administration.
Experience: 7-10 years of experience in credit administration, underwriting, real estate loan underwriting, loan closing, problem asset management and portfolio management in a financial environment.
Supervisory: Minimum of 5 years of experience supervising staff.
Those could be Requirements.
Qualifications: Strong background in SBA, conventional commercial lending and credit policy interpretation. Demonstrated experience developing, implementing, or improving credit policies, procedures, standards, or training programs. Deep understanding of credit analysis, loan structuring, eligibility requirements, and regulatory expectations. Ability to translate complex lending requirements into practical training content. Experience identifying root causes of credit quality issues and implementing corrective actions. Possess advanced financial analysis skills and have thorough knowledge of commercial loan structuring and understand creative loan structures. Ability to work outside regular hours as needed. Ability to thoroughly interpret complex credit data, financial data and use sound business judgment for actions and decisioning. Ability to work collaboratively with others and demonstrate flexibility and poise in dealing with a diverse range of individuals. Strong work ethic and professional integrity. Confidentiality of sensitive data and a high level of ethics is essential. Ability to successfully handle multiple projects simultaneously. Ability to prioritize, organize and delegate assignments. Excellent written and oral communication required. Strong interpersonal skills, experience in partnering with a senior management team as well as levels of staff.
Skills: Exceptional written communication, instructional design, facilitation, and presentation skills. Computer operations including Windows-based software, word processing and spreadsheet applications.
But note that "Exceptional written communication..." overlaps with "Excellent written and oral communication required." Might be duplicate but we keep both as they are distinct statements.
Now Benefits: "Why You'll Love Working Here" list:
- Comprehensive Medical, Dental, and Vision Insurance
- Generous Paid Time Off
- Birthday Day Off
- 12 Paid Company Holidays
- 401(k) Match
- FSA and HSA
- Paid Life Insurance
- Paid Disability Insurance
- Pet Insurance
- Employee Assistance Program (EAP)
- Professional Development Courses
- In Office Provided Snacks and Drinks
- Gym Facilities (LA & Tustin/CEC Offices)
- In Office Engagement Activities
We need to output as