Loan Administrator Resume Samples

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A Rogahn

Alfreda

Rogahn

786 Eduardo Station

Chicago

+1 (555) 577 6262

786 Eduardo Station

Chicago

Phone

p +1 (555) 577 6262

Experience Experience

Chicago, IL

Loan Administrator

Chicago, IL

Mosciski, Corwin and Sporer

Chicago, IL

Loan Administrator

Assist with closing of financing by preparing closing documents, responses to due diligence questions, historical cost documentation, etc
Monitors the lending instructions received from customers and or agent banks for completeness, accuracy and intent. Proactive involvement with the marketing groups and team overseeing new closings and transaction processing, including daily review and management of upcoming events to ensure timely processing and verification of maturing loans and commitments
Audit all loan documents (after execution by borrower) to verify that the documents have been returned, signed, dated, and initiated properly. Ensure that any missing or altered documents are listed on the waiver report, and that proper approval for boarding with deficiencies has been obtained. Follow up on missing documents. Obtain necessary waivers before boarding a loan with exceptions
Develops, implements, and monitors operating policies, practices, and methods and procedures, and strategies to meet the objectives of the Bank’s loan policies and ensures bank compliance with the Community Reinvestment Act (CRA) regulations. Maintains a customer complaint and public comment file relative to the Bank’s CRA performance; monitors changes in laws, regulations and examination trends. Coordinates correction of compliance violations noted during audits and/or examinations
Pursue continual learning and development of personal goals to remain current of industry knowledge as well as assist to fulfil the Bank's and the individual's succession planning goals
Assist in the compilation, distribution, and completion of credit administration reports
Assist in the maintenance and management of loan files

San Francisco, CA

Loan Administrator, Santa Ana

San Francisco, CA

Beahan, Simonis and Renner

San Francisco, CA

Loan Administrator, Santa Ana

Review of incoming closing due diligence items to determine deficiencies. Maintain checklist of items received and items outstanding
Prepare Balancing Sheet and coordinate estimated funding amount with Escrow including prepaid interest
Names all loan records using the approved naming convention within 5 days of closing
Review entity structure documents to determine management and control i.e. the managing member (LLC); general partner (LP), a corporation, or an individual
Communicate with SVP Commercial & Multi-Family Lending, Credit Analyst, and Underwriter and modify checklist as necessary
Confirm address (if legal non-conforming) in the appraisal
Within 5 days of recording, receive title policy/endorsement for accuracy (compare info to recorded assignment)

present

San Francisco, CA

Senior Loan Administrator

San Francisco, CA

Kuhic Group

present

San Francisco, CA

Senior Loan Administrator

present

Act as SME in an advisory capacity to senior managers and lead new work. Recommend business performance improvements
Assisting manager on project within department
Manage communications to Legal and senior Department management on any overall changes pertinent to lending markets and/or loan products
Manage and monitor a complex portfolio of work representing a significant amount of risk
Make strategic decisions and provide guidance on optimal closing practices
Prepare and regularly review annual goals and career development plan with manager/supervisor
Assist in the preparation of security documentation

Education Education

Bachelor’s Degree in Customer Interaction

James Madison University

Bachelor’s Degree in Customer Interaction

Skills Skills

Extensive knowledge in MS Excel, and basic knowledge in Word and ACBS skills
Ability to work well under pressure and ability to multitask
Strong time management skillset (inclusive of the ability to plan and organise to meet set targets)
Strong or expert knowledge of MS Excel and MS Word
Solid knowledge of process and/or project management
Strong or expert knowledge of MS Excel and MS Word　
Strong organizational skills, concern for quality & accuracy
Strong attention to detail
Solid knowledge of departmental systems and applications
Strong or expert knowledge of LIQ

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15 Loan Administrator resume templates

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Loan Administrator Resume Examples & Samples

Min. 2 years of loans agency and/ or loan administration experience
4 year business degree in finance/ accounting / economics preferred
Excellent analytical, communication and interpersonal skills
High level of numeracy and literacy
Proficient in PC skills (word processing / spreadsheets)
Broad experience and familiarity with commercial lending agreements
Broad experience of credit administration, payments and banking procedures
Strong organizational skills, concern for quality & accuracy
Ability to work well under pressure and ability to multitask
Professional and proactive approach to work

Loan Administrator Resume Examples & Samples

Administrating loan life cycle (draw-downs, renewals, decreases/increases, mid-period changes) on Loan Market
Managing received financial information from Agent Banks
Investigating breaks on internal bank accounts
Setting up Standard Settlement Instructions for outgoing payments
Reporting and basic accounting
Managing ad-hoc requests from onshore Partner

Senior Loan Administrator Resume Examples & Samples

Manage and monitor a complex portfolio of work representing a significant amount of risk
Ensure authorizations and approvals are obtained in accordance with policies and controls
5 to 7 years of business purpose/commercial documentation experience handling complex transactions
Solid knowledge of departmental systems and applications
Solid knowledge of area(s) of expertise and ability to perform business purpose lending activities, including but not limited to, order and review of required entity and collateral due diligence, preparation of loan documents, perfection of collateral and set-up of exception/ongoing monitoring requirements
Works Independently
Strong prioritization and organization skills
Ability to multi-task in a fast-paced environment

Senior Loan Administrator Resume Examples & Samples

Seamless coverage utilizing Loan IQ functionality to support the Loan Agency business. Including but not limited to Origination of Syndications, Non Agency, primary and secondary trading. Supporting GBM, CMB, Project finance including all other business lines and assisting manager with projects. The position requires strict deadlines are met, understanding of IT systems used by the team. Individual should be a self –starter and will work in accordance with agreed procedures and facility-specific documentation
Understanding all aspects of deal/loan closing and administration functions
Ability to review and approve Primary and Secondary assignments through LIQ and Clearpar
Acting as facility agent, to provide support to Lenders, Borrowers and Business
Assisting manager on project within department
Good written and verbal communication skills
Understanding of the secondary Loan trading
Experience of dealing with key client relationships

Cbg Loan Administrator Resume Examples & Samples

Ensures that final loan packages meet BOW standards and then prepares them for the boarding process. Confirms final loan package meets all requirements. Once confirmed, images required files for submission
Performs loan processing support for loans transferred to REMAD, SAD and AGMAD
Logs all activity related to the loan administrator function for loan process tracking
Good communications skills
Expertise in compliance policy (OFAC, KYC, insurance disclosures, etc.)
Expertise in BOW standard terms and covenants

Cbg Loan Administrator Resume Examples & Samples

Assists in the processing of commercial loan documentation packages once the internal/external processing path has been determined by either management or Senior Loan Administrators. Works with management or Senior Loan Administrators to ensure that any deficiencies are handled in a timely manner. Once the final loan package is confirmed assists in the preparation of the file imaging
2 to 4 years of directly related experience
Exposure in diligence requirements
Exposure in compliance policy (OFAC, KYC, insurance disclosures, etc.)
Some understanding of borrower types, loan types, and collateral types, with implications for loan processing

Cbg Loan Administrator Resume Examples & Samples

Ensures that final loan packages meet BOW standards in preparation of the boarding process. Confirms final loan package meets all requirements. Once confirmed, images required files for submission
Serves as primary support for payments, draws, advances as part of the servicing function. Provides ongoing tracking and monitoring of covenants, insurance, et. al. to management. Monitors loans for delinquencies and notifies appropriate deal team member for action. Education Required
Bachelor’s Degree preferred Required Experience
Required Experience
6 to 8 years of directly related experience
Ability to think independently and apply sound judgment in making decisions that mitigate the risk profile

Loan Administrator Resume Examples & Samples

Ability to analyze credit agreements and related documentation
Experience in all varieties of loan servicing including agency services and funding responsibilities
Understanding all aspects of deal/loan administration functions and tasks
Construct bilateral and syndicated deal structures in Loan IQ including amending existing deal structures
Construct assignment and participation purchases and sales in Loan IQ
Process via LIQ Amendments, Waivers and extensions
To claim fees, interest and principal from borrowers and either distribute to the syndicate or pass to P&L, as appropriate
To perform account reconciliations, either for daily or month-end reporting purposes
Ability to process Primary and Secondary assignments
Handling withholding tax (FATCA)
In acting as facility agent, to provide support to Lenders, Borrowers and Business
Strong process and operational skills
Expert knowledge of Loan IQ, specifically in the area of loan administration
Good interpersonal skills, being able to work well with others within a small team environment
Understanding of the LIBOR Loan product would be desirable, albeit not essential
Highly organised and self-motivated with a pro-active problem solving attitude

Loan Administrator Resume Examples & Samples

Download new accounts from Originations System onto Servicing System
Perform quality control review of loan documents, and ensure loan is properly setup on Servicing System
Process daily payments received by check through teller terminal, as well as wires and charge backs
Process waiver of late charges and/or NG check fees
Gather and verify pertinent real estate tax and insurance information and ensure the information has been properly setup on the computer system to ensure they are tracked and paid accurately and timely
Contact attorneys, title companies, insurance agents, tax agencies, etc. to obtain information and/or resolve problems
Verify initial escrow analysis produced at closing of the loan
Process payment of insurance premiums (fire,flood, PMI), real estate taxes, foreclosure expenses, or other charges. Process refund checks
Process tax refunds, reconcile tax bill listings and checks/Fed Wires
Monitor and follow-up on Outstanding Check Report. Issue stop payments/replacements of checks
Ensure cancellation, reinstatement, renewal notices of insurance policies are processed in a timely manner and system updated
Order/cancel force place insurance as needed in accordance with policy and regulations
Review loan documents for prepayment conditions and process payoff letters
Prepare satisfaction documents and/or assignments in connection with paid off loans
Maintain organized records of all work
Bachelor’s degree (B.A.) from four year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience

Senior Loan Administrator Resume Examples & Samples

6 to 8 years of related experience
Advanced knowledge and understanding of business unit’s key products and services, processes and controls
Advanced knowledge of area(s) of expertise
Advanced problem-solving skills
Advanced decision-making skills
Strong ability to apply analytical, constructive and interpretive thinking to an often unstructured environment
Advanced prioritization skills
Strong facilitation and conflict management/ resolution skills

Junior Credit Loan Administrator Resume Examples & Samples

Enter customer information into DLO against completed Customer Input form (completed by Account Officer or Analyst), Legal Documents and Internal Approval Memos
Attend Pre Close Meeting
Prepare Wire Transfers forms
Reconcile ACBS transactions to Nostro entries (produced by Accounting)
Monitor all Past Dues
Maintain Working and Credit Files
Ensure Billing completed
Verbal and/or electronic contact with Borrowers, Agent Bank, and Credit Officers
Provide Back up for assigned Administrator
Audit Confirms
1-3 years in Commercial Loan Administration
Programs/Systems: Micro-Soft Office and ACBS a plus

Cca Regional Loan Administrator Resume Examples & Samples

Co-approve or decline all Commercial & Industrial and smaller Commercial Real Estate credit requests above the authority of Senior Credit Officer based upon BB&T's risk-taking philosophy, and convey decisions and actions to appropriate regional personnel. Includes credit decisions within assigned lending authority as well as credit decisions up to Bank's internal lending limit. Due to size and multi-borrower relationships, credit requests and relationships are often more complex than regionally managed credits
Regular interaction with Chief Commercial Credit Officer and Chief Risk Officer
Position is measured by and responsible for quality, profitability and growth of portfolio. As such, a Regional Loan Administrator is responsible for pricing and structuring the most complex transactions, while maintaining acceptable growth
Provide leadership and direction to senior and regional credit officers, as well as senior lending staff. Serve in critical role along with Senior Loan Administrator in guiding/shaping credit culture and risk taking philosophy in daily activities and interactions
Member of Senior Credit Committee, Commercial Credit Committee and Regional Loan Review Committees. Responsible for objective review and risk assessment of all business loan relationships through annual review process ensuring that risk-taking philosophy and lending strategies of the Bank are adhered to. Ensure proper risk grades and exposure strategies are assigned to each relationship
Support management of problem loans by monitoring past-dues, non-performing assets and Watch List loans
Assist with development and implementation of loan policies, procedures, strategies and delivery systems
Provide feedback to Community Banking Regional President on lender performance and work to develop appropriate strategies to meet regional goals for business portfolio
Assist in assessment and training of business lending personnel, new merger partners, new hires and Leadership Development Program Associates
Ten years of lending or credit experience
Proven strong leadership skills
Computer skills including Microsoft Word, Excel and Outlook
Master's degree in Business

Loan Administrator Resume Examples & Samples

Manage and monitor a non- complex portfolio of work . Recommend business performance improvements
Escalate all unresolved processing issues to the appropriate level, as per guidelines
1 to 3 years of business purpose/commercial documentation experience handling non-complex transactions
Good knowledge of standard desktop applications used by the business unit
Good knowledge and understanding of business unit’s key products and services, processes and controls
Good understanding of business unit’s risk and regulatory requirements
Good knowledge of departmental systems and applications
Good understanding of internal business partner’s business, services and organization
Good knowledge of area(s) of expertise and ability to perform business purpose lending activities, including but not limited to, order and review of required entity and collateral due diligence, preparation of loan documents, perfection of collateral and set-up of exception/ongoing monitoring requirements
Good problem-solving skills
Good decision-making skills
Good prioritization and organization skills

Loan Administrator Resume Examples & Samples

Minimum 2 years experience in loan servicing or loan documentation with a financial institution required
Good analytical skills and the ability to pay close attention to detail
Utilizes independent judgment under general supervision of the Credit Analysis team manager
Ability to interact with Relationship Managers, Team Managers, Credit Officers and City Loan Center personnel to obtain information and/or request documents
Knowledge of general banking operations sufficient to understand loan function
Limited supervision; not instructions on routine work, and general instructions on new lines of work
Proficiency in Microsoft Office Suite (e.g., Word, Excel, and Outlook)

Loan Administrator Resume Examples & Samples

Assists the deal team in the preparation of commercial loan documentation including legal and regulatory notices to customers, statistical input, tickler files and any other documents required for loans. Assists in the ordering of due diligence materials and third party reports as part of the loan package
Assists in the processing of commercial loan documentation packages once the internal/external processing path has been determined by either management or Senior Loan Administrators. Works with management or Senior Loan Administrators to ensure that any deficiencies are handled in a timely manner. Once the final loan package is boarded, assists in the preparation of the file imaging
Serves as primary support for the servicing function. Assists in the ongoing tracking and monitoring of covenants, insurance, et. al. to management. Assists in the preparation of re-conveyances, collateral releases, and archiving
Maintain loan files and imaging. Ensure complete and accurate imaged files are maintained for presentation in internal and external audits
2 or more years of functional/professional directly related experience

Loan Administrator Resume Examples & Samples

Capture and administration of life cycle events including, cash, letters of credit, ongoing fees and financial information
Monitoring, reporting and escalation of overdue principal, interest, fees and financial information
End of Day review, check out and escalation
Static data capture and ongoing maintenance within the loan life cycle management system
Investigation, remediation and responding to intersystem reconciliation queries
Investigation, remediation and responding to nostro reconciliation queries
Ad hoc queries from Agents, Lenders and trading counterparties

Senior Loan Administrator Resume Examples & Samples

Bachelor’s Degree in accounting, finance, economics or business administration
12-15 years minimum financial institution lending
Specific understanding of the full spectrum of healthcare providers (such as primary patient care, professional practices, and laboratories), institutions (hospitals and clinics, both for-profit and non-profit), and ancillary service providers (equipment manufacturers, data and payment providers/processors), and pharmaceuticals and drugs
Experience in syndicated lending transactions needed

Loan Administrator Resume Examples & Samples

Perform quality control review of loan documents, and ensure loans are properly imported and boarded onto Servicing System
Process loan payments, reversals, wires and other transactions
Prepare delinquency reports using MS Excel and MS Access
Process payment of real estate taxes, insurance premiums and other charges
Monitor loans to ensure real estate taxes, insurance premiums are accurately and timely paid
Order and cancel force-placed insurance as needed in accordance with policy and regulations
Process payoff letters, prepare mortgage satisfactions and mortgage assignments
Review loan documents for prepayment terms
Prepare checks and mail documents to recording offices

Loan Administrator Resume Examples & Samples

Acting as participant, Agent or Grantor
Capturing and administrating life cycle events including cash, letters of credit, ongoing fees and financial information
Monitoring, reporting and escalating overdue principal, interest, fees and financial information
Ending Day reviews, check out and escalations
Static data capturing and ongoing maintaining within the loan life cycle management system
Investigating, remediating and responding to intersystem reconciliation queries
Investigating, remediating and responding to nostro reconciliation queries
Solving ad hoc queries from Agents, Lenders and trading counterparties
Managing and monitoring to ensure ongoing compliance with offshore agreement

Loan Administrator Resume Examples & Samples

4-5 years of banking experience
Working knowledge of Microsoft Word, Excel, Access and PowerPoint
Ability to multitask in a fast-paced environment
Self-motivated

Loan Administrator Resume Examples & Samples

High School Diploma or GED required
Minimum 2 years experience in loan servicing or loan documentation with a financial institution required
Minimum 1 year experience with financial software systems required
Good verbal and written communication skills
Good analytical skills and the ability to pay close attention to detail
Utilizes independent judgment under general supervision of the Credit Analysis team manager
Ability to interact with Relationship Managers, Team Managers, Credit Officers and City Loan Center personnel to obtain information and/or request documents
Knowledge of general banking operations sufficient to understand loan function
Limited supervision; not instructions on routine work, and general instructions on new lines of work
Proficiency in Microsoft Office Suite (e.g., Word, Excel, and Outlook). *Represents basic qualifications for the position

Loan Administrator Resume Examples & Samples

Typically requires an associate degree, or equivalent course work, in assigned lending function and 5 years of commercial loan processing and/or loan documentation experience with 2 years in the assigned functional area
Broad application of loan administration, commercial lending and title principles and procedures for assigned functional area
Advanced knowledge of loan documentation computer systems as they relate to complex loans
Strong customer service and communications skills

Loan Administrator Resume Examples & Samples

Able to review loan and related documentation from an operational and credit perspective
Good experience and knowledge of loan documentation, administration and processing functions
Proficient in Loan IQ system preferred

Loan Administrator Resume Examples & Samples

Working knowledge of procedures related to the assigned lending function
Proficient in loan documentation computer systems
Proficient customer service and communications skills. Strong organizational skills

Crest Senior Loan Administrator Resume Examples & Samples

Prepare loan documents, escrow recording instructions and other ancillary documents in form and content that ensures a first (or junior, as approved) lien priority for the Bank’s collateral
Analyze, review and have extensive knowledge of various third party documents and reports, including title insurance, escrow, personal credit, appraisals, environmental, property and liability insurance and complex entity structure. In addition analyze underlying title exception documents with emphasis on impact to lies priority and use of collateral
Identify title, property insurance, zoning, vesting, or other issues that require analysis and resolution prior to approval, documentation and funding of loans
Partner with CREST Portfolio Managers (“PMs”) to identify borrower entity or property issues that require further investigation and resolution prior to approval. Collaborate with PMs to acquire sufficient information for credit recommendations, to address credit concerns and to document/close transactions
Maintain and comply with current guidelines and procedures of the UBCG, Commercial Resource Library, IPLD manual and the IPLD Loan Processing/Closing Procedure manual; and property document
Responsible for reviewing and analyzing property insurance documentation, including flood insurance, that complies with IPLD requirements and sufficiently protects the Bank’s collateral against uninsured losses

Loan Administrator Resume Examples & Samples

Compliance with finance agreements for construction projects in progress
Prepare borrowing requests and securing necessary support documentation
Assist with closing of financing by preparing closing documents, responses to due diligence questions, historical cost documentation, etc
Support term financing transition, including preparation of deliverables, flow of funds preparation/construction cost close out and liaison with Lenders, equity participants, counsel and internal resources

Syndicated Loan Administrator Resume Examples & Samples

Experience in preparing / reviewing legal loan documentation
Solid knowledge and understanding of business unit’s key products and services, processes and controls
Strong risk management skills, the ability to understand what constitutes risk and requires escalation
Advances organizational and prioritization skills
Strong customer service and relationship management skills
Strong coaching, mentoring and training skills

Senior Loan Administrator Resume Examples & Samples

Minimum four (4) years loan administration experience
Above average to excellent understanding of all policies and procedures manuals pertaining to loan administration
Strong knowledge of collateral securities
Strong knowledge of working systems – T24, Wave, Excel, Word, and Adobe Forms
Excellent administrative and organizational skills with the ability to prioritize
Strong analytical skills with strong attention to detail
Key competencies include: Customer Service, Teamwork, Information Seeking, Concern for Order and Quality
Process all entries relating to new and existing loans, this includes input of information, preparation of loan advances, payments, fees, and mortgage renewals/payouts and payout calculations
Maintain and manage loan files, including diary system, PPR registrations, bank confirmations, credit reports, loan revolvement, land title searches, corporate searches, property tax confirmations, insurance and discharges
Provide direction and leadership to ensure all general practices performed comply with the Bank's policies and procedures (BSUM, Operations and Security Manuals) to ensure a high level of customer service and maintain a satisfactory inspection rating
Compile, distribute, and complete monthly/quarterly credit administration reports
Look for efficiencies and cost savings in processes
Maintain a high level of communication and rapport with the Account Managers, Credit Officer and branch clientele. Pursue continual learning and development of personal goals to remain current of industry knowledge as well as assist to fulfill the Bank’s and the individual’s succession planning goals

Loan Administrator Resume Examples & Samples

Minimum three (3) years administration experience including one (1) year loan administration experience preferred
Strong administrative and organizational skills with the ability to prioritize
Good working knowledge of all policies and procedures with the applicable manuals (Operations, BSUM, & Security)
Good analytical skills with strong attention to detail
Strong knowledge of working systems - WAVE, T24, Excel, Word and Adobe
Process all entries relating to new and existing commercial, retail and real estate loans and Letters of Credit; this includes input of information, preparation of loan advances, payments and mortgage renewals
Compilation, distribution and completion of credit administration reports. Assist in the preparation of security documentation
Maintain the branch diary program
Maintain a high level of communication and rapport with the Commercial, Real Estate and Retail Account Managers, and branch clientele, as appropriate
Pursue continual learning and development of personal goals to remain current of industry knowledge as well as assist to fulfill the Bank's and the individual's succession planning goals
Additional responsibilities and duties as assigned

Loan Administrator Resume Examples & Samples

Minimum 2 years administrative experience and banking preferred. Cross-training in loan administration an asset
Working knowledge of all policies and procedures with the applicable manuals (Operations, BSUM, & Security)
Strong knowledge of the Banking System, Microsoft Office Suite, and Adobe Forms
Assist in the daily administrative support for retail, commercial, real estate, and energy loans
Ensure all general practices performed comply with the Bank’s policies and procedures (BSUM, Operations, and Security Manuals) to ensure a high level of customer service and maintain a satisfactory inspection rating
Process all entries efficiently and accurately relating to new and existing loans, this includes input of information, preparation of loan advances, payments, fees and mortgage renewals
Process the input of margining into BFE only, efficiently and accurately relating to new and existing loans, this includes input of information, preparation of loan advances, payments, fees and mortgage renewals
Assist in the preparation, maintenance, and follow up of all security documentation
Custodian of negotiable securities (to be determined)
Assist in the compilation, distribution, and completion of credit administration reports
Assist in the maintenance and management of loan files, including diary system, PPR registrations, bank confirmations, credit reports, loan revolvement, land title searches and property tax confirmations
Maintain a high level of communication and rapport with the Manager, Loan Administration/Snr Loan Administrator, Account Managers and branch clientele
The incumbent must adhere to the CWB Conduct Policy
Correspond with clients both verbally and in writing regarding loan administration and client inquiries. Refer to the Manager, Loan Administration as needed
Participate and assist in the weekly/monthly meetings to communicate progress of branch goals and objectives
Maintaining a Think Western attitude and work effectively with management, support staff, and clients to enhance professionalism, productivity and team achievement

Loan Administrator Resume Examples & Samples

Strong knowledge of working systems - WAVE, BFE, Excel, Word and Adobe
Assist with maintaining the branch diary
Maintain a high level of communication and rapport with the Equipment, Commercial and Retail Account Managers, and branch clientele, as appropriate

Loan Administrator Resume Examples & Samples

Experience in administration working in a financial institution with a sound understanding of banking processes is preferable. Cross-training in loan administration an asset
SSR/retail experience with a desire to learn and grow within a loan administration department
Working knowledge of all policies and procedures with the applicable manuals preferred (Operations, BSUM, Security & WAVE)
Strong administrative ability, organizational and interpersonal skills
Ability to effectively establish and work through priorities
Strong attention to detail and analytical skills
Strong knowledge of Word, Excel
Thorough knowledge of T24 Banking System an asset
Team-oriented individual with a positive attitude
Process all entries efficiently and accurately relating to new and existing loans, this includes input of information, preparation of loan advances, payments, fees, and mortgage renewals
Assist in the maintenence of the department diary system
Maintain a high level of communication and rapport with other Loan Administrators and Manager, Loan Administration, as well as the Equipment Finance Account Managers and Lending Team
Assist in the maintenance and management of loan files
Pursue continual learning and development of personal goals to remain current of industry knowledge as well as assist to fulfil the Bank's and the individual's succession planning goals
Additional responsibilities as assigned

Loan Administrator Resume Examples & Samples

2) Contact person responsible for all ongoing daily activity and reconciliation issues associated with assigned portfolio of 60-80 deals
3) Monitor customer borrowings, payments, and rate setting activities
4) Contact customers in regard to maturing loans for renewal or repayment
5) Process loans, Euro Investments, commitment and Letter of Credit facilities for cash flow and bilateral deals
6) Process any amendment transactions by updating Loan IQ, calculating and distributing any applicable fees and applying any associated fees and/or cost allocations
7) Calculate quarterly and monthly fees and interest, reconciling amounts with borrowers
8) Monitor and reconcile any past due, suspense or account receivable items, notifying account manager of any true delinquencies
9) Process all trading activity on portfolio, preparing funding memos and standard bank confirmations when necessary
10) Follow up on past due items and updating compliance pricing ratios in Loan IQ when required. Responsible for maintaining Syndtrak document distribution site, and posting any relevant documents as required in a timely fashion
11) Process borrower and lender audit confirmations in a timely manner
12) Accountable to administer all loans in accordance with the terms of governing documents, relevant legislation and company policy
13) Support management with various inquiries, audits and projects
Bachelor’s Degree in business related area, or relevant experience
3-5 year financial operations experience
Superior communications and multitasking skills, with the ability to interact with multiple individuals and large bank groups

Eagle Lending Loan Administrator Resume Examples & Samples

Communicate clearly and concisely with Relationship Managers and various departments within the Bank to ensure that all requests are processed accurately and in a timely manner
Ensure the successful preparation of various daily, monthly, and quarterly reports
Process capital calls, distributions, and voluntary paydowns for PLP as requested
Manage group inbox ensuring all requests are completed in a timely manner
Review loan documentation to understand requirements for capital calls and distributions. Define parameters and build templates for each program
Provide feedback of processes and procedures in order to improve efficiency
Assist PLP Support tasks with other tasks related to borrower level transactions
Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor
Responsibilities include the following: 1)adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.); 2)adhering to Bank policies and procedures; 3) completing required training; 4) identifying and reporting potential suspicious activity to the BSA/AML Officer; and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank
Must possess 2 or more years of experience in commercial lending or related field
Knowledge of CLO and/or AFS preferred
Must possess strong experience with Microsoft Excel
Must possess excellent oral and written communication skills
Must possess the ability to work pro-actively and operate accurately and efficiently in a fast-paced environment with variable deadlines

Agency Loan Administrator Resume Examples & Samples

Two years of experience with the management of loan products
Experience with loan operating systems: ACBS, G-Base
Experience with specialized lending products (e.g. Asset Securitization, Leasing, Collateralized Loan Obligations, Project Finance, Loan Trading, and or Credit Derivatives, as necessary)

Loan Administrator Resume Examples & Samples

Monitors the lending instructions received from customers and or agent banks for completeness, accuracy and intent. Proactive involvement with the marketing groups and team overseeing new closings and transaction processing, including daily review and management of upcoming events to ensure timely processing and verification of maturing loans and commitments
Investigates and resolves any inquiries or transaction anomalies on a timely basis, and or within established timetables, received from customers, agent banks and or any internal sources
Comply with the established administrative guidelines and that transaction processing is consistent with departmental procedures. Includes adherence to internal approval process and the maintenance of facility/loan files in accordance with established guidelines. Contribute towards the re-engineering of processing

Loan Administrator Resume Examples & Samples

Accurately process new drawdowns, paydowns, LC activities and fees for syndicated and bilateral deals
Provide our lending services to our customers and maintain accurate data
All past-due principal interest and fees are reported, followed up on, and ultimately collected
Ensure all monies due and payable to the bank are collected and/or reconciled
Coordinate daily funding requirements with Treasury Desk for managed loan portfolio
Support Treasury Desk and its’ daily requirement to accurately manage its cash and funded positions
Complete assigned projects generally to address workflow or business related matters
Adhere to internal and external regulatory policies and procedures
Operational Abilities

Loan Administrator Resume Examples & Samples

2 to 3 years of related lending experience
Experience reviewing loan documentation
Good investigation skills
Good prioritization skills

Loan Administrator Resume Examples & Samples

Act as a senior reviewer/ approver on all daily activities conducted by junior members of the team
Under the instruction of Citi Private Bank (CPB) and working with relationship managers support various CPB functions (RRE Risk, Credit Risk Management Services and Business Services) in the coordination of new loan disbursements, renewals and redemptions; and prepare the Quality Assurance (QA) Packs prior to draw-down
Review Credit Applications via Credit Approval Accelerator (CAA) and input relevant data using the Credit Platform System
Prepare client offer letters and drawdown instructions
Liaise with the intermediary values to obtain the quotations and/or valuation reports
Maintain activity logs and checklists of the various stages and components of the loan disbursement and coordinating data and document flows
Liaise with external legal counsel regarding deeds and documentation. Ensuring there are no document deficiencies
Complete document lodgement, filing and archiving of completed/executed documentation and accurate maintenance of documentation systems
Maintain weekly tracking reports to manage and track outstanding and/or deficient documents
Maintain required production standards adhering to local quality controls, assurance and turnaround times as agreed and briefed by the business
Ensure daily statistics are complete. Utilize strong understanding of performance MIS to assist in re-designing business processes and ensure quality improvements
Participates in projects as directed by the Team Leader and provide feedback on project related activities
Assist team leader in KPI’s ,KRI’s and MCA monitoring and maintenance
Assist in procedure and process flows reviews and updates
To ensure adherence to all processes and procedures as well as the integrity and consistency of the credit data relating to credit transactions managed by the team of transactors and relationship managers
To ensure rapid response and resolution to any service and/or quality issue identified or escalated by either the local business team or Citi Private Bank
Good administration and organizational skills with previous experience of working to deadlines, attention to detail and adherence to policies and procedures
Knowledge of pre draw-down loan process and procedures
Credit administration knowledge is also desirable
Able to work both independently and as part of a team in a demanding environment
3rd Level education is desirable
Proven record of working within team environment
Demonstrates an excellent customer service attitude, dealing with both external/internal “clients”
Versatility and conscientious approach
Strong time management skillset (inclusive of the ability to plan and organise to meet set targets)
Risk awareness
Negotiation and communication skills
Self-motivation and team player
Computer skills - basic Word/Excel
Ability to self-start and to learn rapidly
Open and approachable manner

Loan Administrator Resume Examples & Samples

Minimum 3 years administration experience including 1 year loan administration experience
Ensure all general practices performed comply with the Bank’s policies and procedures (BSUM, Operations, & Security Manuals) to ensure a high level of customer service and maintain a satisfactory inspection rating
Process all entries relating to new and existing commercial, retail, real estate, equipment finance loans, leases and Letters of Credit; this includes input of information, preparation of loan/lease advances, payments and mortgage renewals
Maintain a high level of communication and rapport with the Assistant Manager, Loan Administration, Account Managers and branch clientele
Correspond with clients both verbally and in writing regarding loan administration and client inquiries. Refer to the Assistant Manager, Loan Administration as needed

Loan Administrator Resume Examples & Samples

Minimum 3 years administration experience including 1 year loan administration experience preferred
Assist the Senior Loan Administrator in tracking available funds for each credit facility; update T24 and WAVE accurately on a timely basis concurrent with posted transactions to ensure accurate Corporate Lending reporting for the Bank’s capital requirements
Complete financial transactions within specified and limited period of time to facilitate timely Corporate Lending and Bank financial reporting - particularly critical at month and quarter end
Accurately assess, interpret and process Agent notices for incoming wire funds and entries relating to new and existing loans, including but not limited to: input of loan and mortgage information accurately, loan payments, fees, loan and mortgage renewals and Market based loan re-pricing
Accurately assess, interpret and process Agent notices for loan advances to prepare and submit outgoing wire requests and post corresponding transactions accordingly and in a timely manner
Set up Masterline takedowns in WAVE as required
Maintain the accuracy of the control card
Set up Letters of Credit on T24 and WAVE, as per instructions from the Admin Agents, and update the BR81 Letter of Credit log as required. Confirm the LC amount regularly, based on the frequency of LC activity for each Borrower
Assist in reviewing and responding to the Loan Exceptions and the Loan and LOC Delinquencies reports weekly
Assist in the preparation of the Out of Order Report
Maintain and manage Loan Credit and Security files, including Incoming and Outgoing wires with loan re-pricing & renewal notices, and a personal diary system as necessary
Prepare Bank Confirmations accurately and on a timely basis, as requested
Maintain a high level of communication and rapport with the Corporate Lending team and Administrative Agents
Correspond with Administrative Agents both verbally and in writing regarding loan administration and Administrative Agent inquiries
Govern communications and actions to guard and promote Canadian Western Bank’s reputation with our syndicate partners and other stakeholders
Inspire trust by being open, honest and direct in communication, meeting commitments and behaving ethically in all dealings
Treat all stakeholders with professionalism, dignity and respect and support an environment where people can contribute and excel
Demonstrate strong interpersonal skills that contribute to working effectively in a diverse working environment
Accept responsibility and accountability for actions and results
Make decisions guided by common sense and sound business judgement
Prepare and regularly review annual goals and career development plan with manager/supervisor
Promote cooperation and commitment within the CWB Group towards the attainment of common goals enabling productive group interactions

Loan Administrator Resume Examples & Samples

Initiate and prepare loan documentation packages including completion of Loan Documentation Checklist and verification of approval authority for submission to the CLC. Follow up with CLC to resolve documentation discrepancies or to obtain missing documents
Determine whether standard language can be used or if assistance from the Legal Department is required for the preparation of Supplemental Term Letters and Credit Agreements
Audit loan documents (prior to execution by borrower) for adequacy and determine missing, incomplete or incorrect information required by the bank, Federal and State regulations to maintain quality controls. Identify, follow up, and/or escalate exception conditionals to Loan Administration Manager, Credit Manager, Credit Team Leader, Underwriter, or Administrative Manager, as appropriate
Audit all loan documents (after execution by borrower) to verify that the documents have been returned, signed, dated, and initiated properly. Ensure that any missing or altered documents are listed on the waiver report, and that proper approval for boarding with deficiencies has been obtained. Follow up on missing documents. Obtain necessary waivers before boarding a loan with exceptions
Obtain insurance documentation for new loans when required. Ensure that insurance coverage complies with established Bank standards
Set up and ensure that all shadow legal files are kept current and in accordance with filing standards and naming convention. Ensure all files are tracked and recorded/maintained in the tracking system
Ensure requests for loan servicing/maintenance are processed in a timely manner (e.g., pay downs, advances, etc.)
Provides ongoing support for compliance with all applicable laws, regulations and administrative duties
Perform loan closure process
Follows up on Monthly documentation and servicing exception reports in a timely manner
Duties may include file room maintenance (e.g., archiving, filing, updating, File Tracker, etc.)
Minimum 5 years' experience in loan servicing or loan documentation with a financial services organization required
Minimum 5 years' experience with financial software systems required
Must have considerable knowledge of the job and the practical application to problems and situations ordinarily encountered
Knowledge of general banking operations sufficient to understand the loan function and knowledge of Federal and State loan documentation regulations required
Must have good analytical skills and the ability to pay close attention to detail

Loan Administrator Resume Examples & Samples

2+ years of Loan Administration experience
High School Diploma / GED and/or Associate's Degree in a related
Microsoft Office/Suite proficient (Word, Excel and Outlook)
2+ years of experience with Commercial Mortgages, Commercial Loans and Commercial Loan Applications
Consumer Regulation experience (HMDA, CIP, OFAC, Flood, FCRA, CRA, SCRA, Red Flags, etc.)

Loan Administrator Resume Examples & Samples

Minimum 4 years' experience in loan servicing or loan documentation with a financial services organization required
Minimum 3 years' experience with financial software systems required (e.g. AFS, IBS and Metavante)
LI-SM1

Loan Administrator Resume Examples & Samples

Ability to effectively interact with internal and external customers
Knowledge of banking systems
Proficient MS Office (Excel, Word, Access)
Must possess good judgment and decision-making skills
Strong Verbal and Written Communication skills

Loan Administrator Resume Examples & Samples

Experience in administration working in a financial institution with a sound understanding of banking processes is preferable. Cross-training in loan administration preferred
Strong SSR/retail experience with a desire to learn and grow within a loan administration department will be considered
Reconciliation experience an asset
Thorough knowledge of T24/ Tenemos Banking System an asset
Process all entries relating to new and existing equipment loans; this includes input of information, preparation of loan advances, payments and loan renewals, to be completed in a timely and accurate manner
Maintain a high level of communication and rapport with other Loan Administrators and Manager, Loan Administration, as well as the Equipment Finance Account Managers

Loan Administrator Resume Examples & Samples

Good working knowledge of the Banking System, Loan Origination System (WAVE), Microsoft Office Suite, and Adobe Forms
Strong knowledge of Microsoft Office Suite, and Adobe Forms
Process all entries relating to new and existing limit structure set ups; this includes timely input of information in both the banking system and the loan origination system, and the completion of workflows
Daily validate/audit the branch loan set up and data input in both the Loan Origination System (WAVE) and the Banking System (T24) in order to ensure consistency across both systems
Assist in the compilation, distribution, and completion of Centralized Loan Processing Reports
Correspond with branches both verbally and in writing regarding centralized loan processing and branch inquiries
Participate and assist in the weekly/monthly meetings to communicate progress of department goals and objectives as required

CLO & Loan Administrator Resume Examples & Samples

Administration of CLO transactions, including the performance of hypothetical trades and the production of investor reports within set deadlines
Administration of Loan Funds, including loan settlements, reporting, and maintenance of the book of record
Provide both pre and post-closing relationship management to clients
Deal with all aspects of portfolio assets, including interest and principal payments and corporate actions
Perform reconciliation of portfolio assets and cash accounts
Troubleshooting client or investor enquiries
Accurate and timely update of relevant information on all record keeping systems
Review and interpretation of legal documentation for deal onboarding process and in ongoing deals (loan trade settlement packs, loan/facility agreements)
Develop and maintain effective working relationships with Loan Agents and various counterparties
Perform and follow-up billing activity for clients according to signed Fee Schedule
Ensure delivery of consistently high quality of service to ever more demanding clients
Ensure quality, timely and accurate service, in compliance with established internal guidelines and external regulations
Participate in the writing and maintaining of robust procedures and ensure adherence to all applicable US regulatory requirements as well as group policies
Assist management in reviewing process efficiencies and be willing to adapt to changing environment and offer ideas for improvements based on previous experience or understanding of market
Broaden expertise across all elements of US product and operations relevant to CTS and undertake other roles and tasks as may be required in the context of a developing CTS location with small product/operations teams
BA required, advanced degree considered a plus
Prior experience of 2-3years in the US CLO/Loans administration industry
Proven ability to work in an international environment
Strong team player with well-developed written and verbal communication skills and high level of client focus
Proven ability to act under pressure and tight deadlines
Detail oriented with strong analytical andproblemsolvingskills
Proactive, self-motivatedandwillingtoabsorbnewconcepts and drive improvement/innovation
Proficient computer skills – experience of CLO/Loans administration related software programs and Microsoft Office is essential; experience of any of Sentry PM, Business Objects, Crystal Report knowledge, Bloomberg, Markit, Clearpar, Lotus Notes or Neolink is desireable

Senior Loan Administrator Resume Examples & Samples

Accurate and timely LoanIQ System input of all loan related transactions thereby avoiding potential transaction discrepancies. Includes the accurate preparation of all the pertinent forms required to facilitate a customer transaction, e.g. loan authorizations, fund transfers, fund control logs, excel spreadsheets and fax notifications. Participation in the double verification of all transactions processed by team
Timely and accurate preparation of customer bills for applicable fees and or interest. Includes utilizing the information provided from the system to determine amounts and proper billing period
Reviews the reconcilement of (cash disbursement) suspense accounts on a daily basis. Includes the timely monitoring, resolution and reporting of all open items and ensuring that reconciliation tapes for the Control & Reconciliation are prepared daily
Ensuring the reconcilement and applicable corrections of customer portfolio such as, unused commitment fee and commitment balances, past due related items, differences in the amortizing of fees and GL balances. Includes independently utilizing the existing query tools as a means to verify the accuracy of transaction processing and reporting

Loan Administrator Resume Examples & Samples

Strong customer service/ retail experience with a desire to learn and grow within a loan administration department will be considered
Process all entries relating to new and existing loans; this includes input of information, preparation of loan advances, payments and loan renewals, to be completed in a timely and accurate manner
Maintain a high level of communication and rapport with other Loan Administrators and Manager, Loan Administration, as well as the Commercial and Retail Account Managers

Quality Loan Administrator Resume Examples & Samples

Review files for all required documents and accuracy
Prepare reports and work with management to define and implement quality plans
Continually improve the system, process, product and services by identifying and implementing opportunities for improvements in all areas
Track quality control findings and provide feedback to staff as to any discrepancies found or missing items
Manage document/change control, including maintaining an accurate and up-to-date Master File and associated document changes
Manages/completes internal audits
Manage corrective and preventive action process, including failure investigation and root cause analysis
Update and maintain internal standard operating procedures for documentation collection, audit requirements and QC policies
Comply with all bank policies and procedures and banking regulations as required
Provide training and development to colleagues as needed
Perform work in accordance with all quality systems requirements
Bachelor’s degree or equivalent work experience is required
5 years of banking or related experience preferred with a minimum of 2 years of experience in the related field
In-depth knowledge of compliance laws, regulations, and industry operating rules
Ability to implement new procedures in response to, and in anticipation of, changes in the business environment desired
Possesses and applies comprehensive problem solving abilities for complex issues
Client focus and project management skills are required with an aptitude for creating operational efficiencies and positive client experiences
Advanced analysis and reporting experience required
Previous experience with specific systems and software may be required
Proficiency and analytical skills using Microsoft Office Suite of products necessary
Ability to work independently and as a group member

Syndication Loan Administrator Resume Examples & Samples

A two-year college degree or equivalent work experience is required
5+ years of experience in commercial loan servicing, handling Participation/Syndication loans
Experience in Special Assets transactions preferred
Analytical skills and problem solving skills with the ability to assess problems and develop solutions/improvements
Metavante experience preferred
Ability to handle multiple tasks

Syndicated Loan Administrator Detroit Resume Examples & Samples

Process loan requests and paydowns on multi-bank deals agented by Comerica
Work directly with the customers and loan officers to handle any issues or problems which arise such as break-fundings, over-formula issues, multi-currency calculations, etc
Provide and discuss rate options with customers on a daily basis
Interface with CBO, Commercial Loan Officers, borrowers, attorneys, and participating investors to successfully close and fund transactions following the parameters of the credit agreement
Build spreadsheet files for each borrower to correctly track and bill for interest and fee accruals
Monitor AFS system accruals to make sure our spreadsheet and AFS accruals (for borrowers and participating investors) are in agreement. (Fees that can't be handled by AFS are computed by the Syndicated Loan Administrator. These fees include such things as facility fees, unused fees, special over-formula fees, utilization fees, etc.)
Ensure unused fees are computed correctly by monitoring Letter of Credit activity
Track customers with sliding pricing levels which are based on percentages of outstanding
Work with foreign currency loans, foreign wires, and the foreign exchange area
On a monthly and quarterly basis, interface with borrowers, CLO and participant investors to ensure all principal, interest, and fees have been correctly calculated and loaded on the AFS system. * Prepare billings for borrowers and notifications for participants outlining payments of principal, interest and fees for the period. Track and report fee collections on a monthly basis for internal reporting purposes
Address problem inquiries from loan groups, CLO, participant investors, and borrowers on a timely basis

Senior Loan Administrator Resume Examples & Samples

Maintain loan file imaging. Ensure complete and accurate imaged files are maintained for presentation in internal and external audits
High School - Required
Associate’s Degree in - Preferred
Bachelor’s Degree in - Preferred

Junior Loan Administrator Resume Examples & Samples

Responsible for reviewing due diligence materials, ordering third party reports, and meeting compliance requirements. Resolves any diligence and compliance issues
Determines internal/external processing path for each loan documentation package. Responsible for the proper documentation of the loan package once this determination has been made
Requires advanced knowledge within a specific discipline typically gained through extensive work experience and/or education
Requires 7 years minimum experience. May require vocational or technical education in addition to prior work experience
Expertise in compliance policy (OFAC, KYC, insurance disclosures, etc)

Consumer Loan Administrator Resume Examples & Samples

Responsible for the Company’s credit approval and review activities to ensure that proposed loans adhere to existing policy guidelines, that documentation is adequate to ensure security of collateral, and that ongoing administration and review is adequate to maintain the consumer loan portfolio’s quality and profitability
Directs and implements the consumer loan approval process to ensure adequacy and completeness within applicable regulations
Loan discussions with lenders
Monthly Loan Review
Personally and in participation with others, makes assessments of credit risk and determines whether loan requests within his/her authority should be approved or if they should be declined if there are questions of policy or excessive risk
Makes recommendations on credit requests that exceed his/her authority
Establishes, implements, and manages administrative and review systems and procedures to protect the quality and profitability of the loan portfolio
Identifies potential problem credits and works to restructure the credit and minimize losses
Advises credit and loan personnel on the Company’s overall lending policy noting significant trends and recommending policy changes if necessary
Recommendations for loan policy changes/enhancements
Responsible for some consumer loan training within the Bank
Special Projects as assigned
Education: Bachelors in Business Administration, Finance, Accounting or related field preferred
Experience: Minimum of 10 years in banking plus 5 years in credit administration
Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak and understand English

Loan Administrator Resume Examples & Samples

Previous experience in mortgage/ real estate business
Knowledge of loan products
English - fluent written and spoken
Excellent customer service attitude, dealing with both external/internal clients
Strong time management skillset (inclusive of the ability to plan & organise to meet set targets)
Logical thinking

Loan Administrator Resume Examples & Samples

2 years administrative experience/banking experience
Cross-training in loan administration is an asset
Working knowledge of all policies and procedures with the applicable manuals (Operations, LPGL, & Security)
Ensure all general practices performed comply with the Bank’s policies and procedures (LPGL, Operations, and Security Manuals) to ensure a high level of customer service and maintain a satisfactory inspection rating
Process the input of margining into T24 only, efficiently and accurately relating to new and existing loans, this includes input of information, preparation of loan advances, payments, fees and mortgage renewals

Loan Administrator Resume Examples & Samples

Processes and services commercial real estate loans, including preparation of legal documentation or coordination with outside counsel to prepare loan documents, financial statements and security agreements, etc., identifies deficiencies through quality control
Reviews and revises, when necessary, all forms, including notes, applications, contracts, security agreements, and disclosure statements
Develops, implements, and monitors operating policies, practices, and methods and procedures, and strategies to meet the objectives of the Bank’s loan policies and ensures bank compliance with the Community Reinvestment Act (CRA) regulations. Maintains a customer complaint and public comment file relative to the Bank’s CRA performance; monitors changes in laws, regulations and examination trends. Coordinates correction of compliance violations noted during audits and/or examinations
Establishes and maintains relationships with customers and provides assistance with problems that customers may encounter
May assist with regular staff meetings to discuss production, product sales, goals and objectives, operational issues, training regarding compliance education and other areas, and new or changing laws, regulations, relevant examination trends, and/or corporate information
Prepares and/or directs the preparation of various reports and presentations for staff and/or for management’s review and analysis
Performs calculations and other clerical, administrative, staff support and/or general office duties
Exceptional customer service and communication skills
Attention to detail – you maintain accurate credit and loan files and follow through in all aspects of the job
Sales ability – you know how to market and promote loan products by utilizing a variety of tools and techniques
Proven track record of ethical behavior
High school diploma or its equivalent required, and
Six to eight years of commercial real estate experience either through lending, legal or title company experience required

Loan Administrator Resume Examples & Samples

Serve as the primary contact for assigned Borrower and Lender/Investor for all loan related servicing matters
Monitor assigned loans to ensure compliance with loan servicing agreements, loan documentation and Lender/Investor instruction
Perform quality control review (QC) for new and seasoned loans on the Loan Servicing System, including loan modifications and ensure appropriate documentation in system and loan file
Monitor, research or instruct payment processing for borrower payments, disbursements, fees, and collect appropriate fees due lender or servicer
Monitor property taxes on loans, including working with the property tax specialists, tax service vendors or taxing authorities, perform insurance administration on assigned loans, monitor UCC’s and Letters of Credit for renewal/extension provisions. Prepare lender/investor certifications (Tax, Insurance, UCC, etc.)
Review and disburse reserve escrow draw requests. Perform payoff quotes and related calculations including prepayment calculations

Loan Administrator Resume Examples & Samples

Ensure all general practices performed comply with the Bank’s policies and procedures (LPGL, Operations, & Security Manuals) to ensure a high level of customer service and maintain a satisfactory inspection rating
Assist in the input of data to the Margining Control Card (form 1632)
Minimum 3 years administration experience including 1 year in loan administration

Loan Administrator Resume Examples & Samples

1+ year of Loan Administration experience
Working knowledge of Loan IQ and Sharepoint
Solid analytical, research and mathematical skills

CRE Loan Administrator Resume Examples & Samples

Analyzing and interpreting loan documents
Monitoring reserve and escrow accounts to ensure borrower compliance with governing documents including provisions related to budget, taxes, insurance, collateral and future fundings
Reviewing disbursement requests in compliance with established procedures, managing flow of funds mechanics and internal loan administration
Monitoring of construction loans including review of budgets, back-up documentation, title updates, and inspection reports
Performing monthly waterfall calculations including the monitoring of income, operating budgets and leasing status
Handle the collection and remittance of payments
Verification and payment of taxes and insurance
Calculating property/unit release prices and monitoring collateral releases
Portfolio reporting
Coordination with asset managers and borrowers
Facilitate cash management of loans and financing facilities
3 to 7 years of commercial real estate loan administration experience
Solid knowledge of complicated loan structures and commercial real estate
Strong organizational, analytical and problem solving skills
Proficiency with Microsoft Excel and Word
Construction loan experience is preferred

Loan Administrator Resume Examples & Samples

Interpret credit agreements and related documentation
Experienced in varieties of loan servicing including agency services and funding
Manage an agent and/or bilateral deal portfolio of 60-80 facilities
Follow instructions very well; detail-oriented
Understand all aspects of deal/loan administration functions and tasks
Previous use of LIQ preferred, but not required, or experience with a like loan system
Construct and amend bilateral and syndicated deal structures
Trouble-shoot basic loan related functional problems/issues
Minimum of 2-3 years of experience in loan administration and managing bilateral and agented deals
Highly organized approach to meeting job requirements
Follows instructions very well; detail-oriented
Team-oriented; willingness back-up and cross-train on all departmental functions
Strong communication, both orally and in writing
Experienced in effective communication with external and internal customers; has experience interfacing with relationship managers, customers, and other related departments
Strong or expert knowledge of MS Excel and MS Word

Loan Administrator Resume Examples & Samples

Prepare paperwork for extension/modification; write-ups, letters and review documents on a daily basis
Prepare account relationship summaries on a daily basis
Order and review Dun & Bradstreet reports when needed
Distribute morning & afternoon mail on a daily basis
Utilize computer skills; Bakerhill, Miser, Word, Excel and Internet daily
Prepare Community Reinvestment Act forms as needed
Prepare amortization schedules upon request and as needed
Collect and process fees received daily for modifications
Prepare weekly new business reports for the department
Prepare weekly report of delinquent accounts for loan officers
Copying, faxing & emailing on a daily basis
Intermediate PC skills using Microsoft Office applications
High School Diploma or GED and a minimum of six months related experience

Senior SBA Loan Administrator Resume Examples & Samples

Process and close a minimum of 2 loans per month while assisting Loan Administrator Manager
Act as key liaison with account officers, borrowers, title/escrow company representatives and attorneys
Ensure protection of the Bank’s interest while working with account officers to provide a high level of customer service
Prepare SBA loan documentation and ensure all loan documents comply with Bank’s operational requirements and can be serviced on Bank’s system of record
Loan Closing Review of executed loan documents to determine they have been properly signed, initialed and/or notarized while ensuring their integrity and proper execution
Requests insurance and reviews for accuracy and compliance with SBA SOP. Determine that all pre-closing requirements and exceptions are satisfied or appropriate waivers are obtained
Preparation and/or coordination of applicable loan documents for filing/recording, funding and boarding of loan onto Bank’s system of record within required timeframes

Loan Administrator Specialist Resume Examples & Samples

Understanding of commercial banking (real estate), loan documentation and what is needed to close and book a loan
Establish and maintain loan files
Processing new and renewal commercial, residential and consumer loans
Order appraisals, title work, environmental and all third party information
Prepare documentation for closing of loans and for board reports
Book loan payments when required
Will verify completeness and accuracy of loan files
Work on other assignments as they are assigned
Jack Henry and Laser Pro for document preparation a plus
Proficient in using the Microsoft Suite of Word and Excel
Residential loan software experience
Secondary market for residential loans is a plus
Additional compliance training is a plus
High School diploma or equivalent or higher education
3+ years' experience in banking and loan operations

Junior Loan Administrator Resume Examples & Samples

Assists the deal team in the preparation of commercial loan documentation including notes, deeds of trust, security agreements, construction loan agreements, statistical input, tickler files and any other documents required for loans. Assists in the ordering of due diligence materials and third party reports as part of the loan package
Assists in the processing of commercial loan documentation packages once the internal/external processing path has been determined by either management or Senior Loan Administrators. Works with management or Senior Loan Administrators to ensure that any dificiencies are handled in a timely manner. Once the final loan package is confirmed assists in the preparation of the file imaging
May perform loan processing support for loans transferred to REMAD, SAD and AGMAD
Exposure in compliance policy (OFAC, KYC, insurance disclosures, etc)

General Enquiries Loan Administrator Resume Examples & Samples

Understand the terms and conditions of a borrowers loan so that they may be clearly explained to, and met by, the borrower
Ensure information relating to borrowers and their loans is current and accurately recorded on CMM’s systems
Ensure that borrowers are correctly informed of payments due and that the collection of the required payment is made promptly and accurately
Receive and resolve loan enquiries from borrowers and their advisors
Liaise professionally with third parties
Report problem issues accurately, proactively and in a timely and professional manner, making recommendations as necessary and expressing balanced and technical opinions
Identify, recommend and implement enhancements to processes and procedures
Provide training and guidance to other team members as necessary
Assist with projects as defined by the Team Leader by meeting agreed deadlines and achieving specific objectives
Ensure that files are correct
Ensure that requests for information are responded to accurately and within SLA’s
Ensure that amendments to borrowers accounts are made accurately and in accordance with procedures and regulatory requirements
Ensure that enquiries for changes to borrowers accounts are dealt with within mandated levels and in accordance with procedures. Report any breaches to the Team Leader
Ensure that procedures reflect current practices. Report any required amendments to the Team Leader
Ability to work as an effective team member – be co-operative, support others and deliver what you promise
Ability to communicate at all levels
Good quality of written and verbal communication
Ability to organise workload to meet deadlines
Ability and willingness to see a task through to completion
Customer focused – identify effective solutions for borrower, internal client and external client
Full CeMAP Qualification
Knowledge and understanding of mortgage loan documentation
Knowledge of the applicable regulations/codes governing the financial services industry

GGL Loan Administrator Resume Examples & Samples

Works closely with GGL Underwriter in processing of approved loans to close in a timely manner and responsible for subsequent disbursements on all multiple disbursement loan
Performs support functions in relation to lending for SBA, USDA and other government programs including SBA 1502 reporting, insurance tracking, annual financial statement request letters, etc
Knowledgeable of SBA and USDA policies and procedures and keep current of program changes
Initiates and follows for due diligence items, including, but not limited to credit reports, flood checks, OFAC, UCC searches, and ordering of title and appraisal reports
Generates applicant closing checklist of items needed to close as identified on the Credit Approval Report, in addition to the normal and customary items needed for loan processing
Responsible for collection of all checklist items prior to request of loan documents ensuring compliance with approved loan conditions, SBA and USDA processing requirements
Works Borrower and Lender to establish reasonable Customer expectation for loan closing
Serves as primary contact with Title & Escrow companies, ordering preliminary title reports, reviews reports for exceptions and performs follow up to ensure all exceptions are cleared as necessary
Prepare/submit loan transaction information to government agency to obtain guarantees
Prepare SBA specific documents accurately based on approved loan structure
Prepare loan documentation
Proofread loan documents and make corrections as appropriate to ensure accuracy before document signing
Review executed /signed closing documents prior to submitting to Loan Operations for boarding
Follow for any post-closing loan documentation as needed to clear any documentation exceptions
Set up customer documentation files and verify that all files are complete and in compliance
Set up files and monitor multiple disbursement loans
Provides exceptional customer service to loan officers, branch personnel and customers
Consistently maintains Loan Log with loan status to track progress throughout loan process
Provide ongoing support to Servicing Officer for loan servicing actions, including SBA form 327 modifications and other servicing actions as required
Track and post fees for all loan requests
Maintains a current understanding of Bank and Government Program policies and procedures, including regulatory compliance requirements
Maintains a current knowledge of bank products and services
Performs tasks according to established routines, processes and procedures
Perform loan closing and processing duties according to eligibility requirements of SBA and USDA as appropriate
Utilize computers, software and peripherals to access and input information, generate and print reports, and complete other documents as necessary
Maintain confidentiality regarding all customer and employee information
Answers phone inquiries from customers, branches and Lenders
Provides coverage as appropriate for co-workers in their absence
High school diploma required, BS/BA degree preferred
3-5 years of prior experience in government guaranteed loan processing and/or commercial loan documentation with a high degree of accuracy
High level of attention to detail
Time management skills to prioritize work and complete tasks within established time frames
Good organizational and prioritization skills to accommodate heavy volumes
Comprehension of Bank policies and procedures
Ability to work independently and effectively, collaborate and problem-solves with staff
Knowledge of Microsoft Windows and Office applications
Knowledge of Laser Pro documentation and AS400 a plus

Loan Administrator Resume Examples & Samples

Coordinate with lenders and initiate inspections with survey/appraisal service companies
Communicate and service the Accounting Dept. accurately and timely regarding availability of funds for payment disbursements
Verify loan interest payment calculations
Assist with financial audit preparation and requests
Assist in review of draft loan documentation for new facilities and existing facility modification
Produce loan performance and status analytic reports to proactively identify potential funding issues
Monitor loan budgets with all banks and provide periodic updates to increase model base budgets
Coordinate, manage, and implement the loan funding processes to meet required cash management deadlines
Establish/Maintain relationships and serve as main point of contact with lending institutions for loan funding processes
Knowledge of bank loan funding process and lender requirements
Excellent skills in organization, process implementation, adhering to deadlines, and analysis
Ability to clearly respond to and manage internal and external customers in a timely manner

Senior Loan Administrator Resume Examples & Samples

Process all entries relating to new and existing equipment, commercial and retail loans; this includes input of information, preparation of loan advances, payments and mortgage renewals
Assist with the compilation, distribution and completion of credit administration reports
Assist in the preparation of security documentation

Senior Loan Administrator Resume Examples & Samples

Bachelor’s Degree required
Must possess at least 5 years of experience in commercial lending or related field
Must possess knowledge of the following loan products: Term Loans, Lines of Credit, Construction Loans, CRE, SBA Lending, and Standby Letters of Credit
3 or more years of experience in Real Estate/CRE lending and/or exposure to other commercial loan products preferred
Must possess knowledge of LaserPro, HotDocs, or similar loan documentation systems
Must possess demonstrated organizational skills and a strong attention to detail

SBA Loan Administrator Resume Examples & Samples

Minimum 3-5 years as loan processor, closer, or servicer
Prior SBA experience desirable
High School Diploma required

Senior Loan Administrator Resume Examples & Samples

Provides on-going quality and professional service that supports the lending activities of a designated customer and marketing group, working as a cooperative partner within a processing team
Routinely reports any problematic, irregular transactions, administrative and or personnel issues to management as appropriate
Previous loan servicing experience, especially using the LoanIQ loan system, a plus
Good understanding of Loan Product
Self-starter and team player, must have good communication skills and an ability to work in a high volume time sensitive environment

Loan Administrator Resume Examples & Samples

Prepare paperwork for new applications, line increases and loan draw period reviews
Act as a liaison between business development officers, underwriters, customers and life insurance agents
Complete commitment letters for cash value line of credit accounts in compliance with underwriter's approval and underwriting stipulations, if any
Create new collateral files and file documents for in existing files or scan documents, as necessary
Perform closing review of documents for accuracy and completeness
Follow up for outstanding documentation exceptions on new loans
Provide support through resolution to the area with respect to customer inquiries that are submitted via all communication channels-phone, mail and/or internet
Provide general administrative support for work group (copying, scanning, mail, etc.)
High School Diploma or GED and a minimum of two years loan documentation experience
Prior experience working with life insurance documents preferred

Loan Administrator Resume Examples & Samples

Ability to independently analyze credit agreements and related documentation
Understanding all aspects of deal/loan administration functions including deal structure
Experience in all aspects of loan servicing including agency services and funding responsibilities
Independently construct assignment and participation purchases and sales agreements
Self-reliant to perform other job-related duties as assigned
Independently perform account reconciliations, understanding of P&L accounting implications
Ability to efficiently and independently coordinate and close Primary and Secondary assignments
Trouble-shoot basic Loan IQ functional problems and potential issue solving
Independent thinking and decision making
Performs according to prescribed procedures
Expert knowledge of LIQ , specifically in the area of loan administration
Good interpersonal skills, being able to work well with others within team environment
Minimum of 5 years loan Administration experience

Senior Loan Administrator Resume Examples & Samples

Serves as chief support for payments, draws, advances as part of the servicing function
Supports in the ongoing tracking and monitoring of covenants, insurance, et. al. to management
Supports in the preparation of re-conveyances, collateral releases, and archiving
Assists in the continuing tracking and monitoring of collateral perfection, compliance matters, loan renewals, extensions and modifications
Supports the team in the preparation of commercial loan documentation including notes, deeds of trust, security agreements, construction loan agreements, statistical input, tickler files and any other documents required for loans
Assists in the ordering of due diligence materials and third party reports as part of the loan package
Backs the processing of commercial loan documentation packages once the internal/external processing path has been determined by executive management
Partners with management to safeguard that any deficiencies are handled in a timely manner. Once the final loan package is confirmed assists in the preparation of the file imaging
Maintain loan files and imaging
Ensures the complete and accurate imaged files are maintained for presentation in internal and external audits
Logs all actions related to the loan administrator function for loan process tracking
Experience in diligence requirements, compliance policy (OFAC, KYC, insurance disclosures, etc)
Understanding of borrower types, loan types, and collateral types, with implications for loan processing

Loan Administrator Resume Examples & Samples

Ability to interpret credit agreements and related documentation
Ability to manage an agent and/or bilateral deal portfolio of 60-80 facilities
Understanding of all aspects of deal/loan administration functions and tasks
Use of LIQ preferred, but not required, or like loan system
Ability to construct and amend bilateral and syndicated deal structures
Ability to trouble-shoot basic loan related functional problems/issues
Highly organized approach in meeting job requirements

Loan Administrator Resume Examples & Samples

Some experience in all varieties of loan servicing and funding responsibilities
Can manage a deal portfolio of 80-100 facilities
Understands some aspects of deal/loan administration functions and tasks
Direct working knowledge of LIQ, specifically in the area of loan administration
Ability to construct bilateral and syndicated deal structures in LIQ including amending existing deal structures
Ability to construct fixed rate loans and manage airline lease transactions in LIQ
Able to trouble-shoot basic LIQ functional problems/issues
Basic knowledge of general ledger account structure and LIQ sub-ledger accounts
Working knowledge of Ad-Hoc Query and Ticklers
Minimum of 1-2 years of experience in loan administration
Strong or expert knowledge of LIQ
Strong or expert knowledge of MS Excel and MS Word

Senior Loan Administrator Resume Examples & Samples

Correspond with clients both verbally and in writing regarding loan administration and client inquiries
Provide direction and leadership to ensure all general practices performed comply with the Bank’s policies and procedures (LPGL, Operations, and Security Manuals) to ensure a high level of customer service and maintain a satisfactory inspection rating
Preparation, maintenance, and follow up of all security documentation
Process all entries relating to new and existing loans, this includes input of information, preparation of loan advances, payments, fees, and mortgage renewals
Keep up to date with new or revised policies/procedures, corporate communications, etc
Minimum 2 years of loan administration experience

Loan Administrator Resume Examples & Samples

Reviews all supporting documentation to determine entity’s ability to enter into loan agreement and pledge collateral, required authorized signers, appraisal and environmental results
Addresses all items that must be addressed to ensure the collateral lien will be perfected
Reviews executed loan packages to verify all required documents have been received, have been correctly executed and there are no alterations
Compares loan package to loan approval to ensure the terms and conditions agree with the credit approval information
Works with Account Officer and/or Loan Service Center to resolve issues
Ensures lien perfection by working with title companies and other Banks to obtain releases
Verifies final title policies and UCC reports are correct and prove that the Bank has obtained its desired lien position
Reviews and interprets credit approval information to determine required supporting documentation including appraisals, environmental reports, organizational documentation, certificates of good standing, UCC reports, and preliminary title reports. *Ensures all pre and post-closing conditions are met
Determines loan documentation required to bind and protect the Bank in various business loan transactions
Orders loan documentation from loan service center in accordance with Bank policy and procedures, compliance and regulatory requirements
Compiles and communicates all loan related fees to the loan service center and/or title company to ensure properly prepared settlement statements are presented to customer and that the Bank collects all related fees
Prepares closing instructions for loans closing with a title company
Reviews executed loan documentation, and follows up to ensure liens have been perfected
Verifies adherence to policy, procedure, compliance and regulatory requirements
May perform customer service activities for the account officer resulting in research and resolving issues outside of loan closing

Loan Administrator, Santa Ana Resume Examples & Samples

Review of incoming closing due diligence items to determine deficiencies. Maintain checklist of items received and items outstanding
Communicate with SVP Commercial & Multi-Family Lending, Credit Analyst, and Underwriter and modify checklist as necessary
Order flood certification from Lareta. If property is located in a flood zone, request flood insurance per meet federal requirements. Sends flood zone notification letters (prepared by Lareta) to the Borrower for signature
Review entity structure documents to determine management and control i.e. the managing member (LLC); general partner (LP), a corporation, or an individual
Ensure receipt of a full financial package for all key principal(s)/ sponsor(s)/signer(s) to Underwriter’s satisfaction. Ensure minimal financial packages on beneficial ownership 25% or greater
Confirm receipt of executed loan application, BSA/CDD/CIP, personal financial statements, entity documents, W-2, W-9, and 4506T as applicable
Order credit report from Kroll Business Reporting for Borrower and Guarantor; if an individual, obtain FICO score from 3 reporting agencies and review, request explanation of any derogatory information; order background checks if requested through Lexis Nexis
Order evidence of mortgage for properties owned for more than 12 months by the existing Borrower; evidence may include cancelled checks, mortgage statements, or bank summary statements13. Review preliminary title reports, exceptions, and plotted easements and survey if applicable to identify any potential issues, discuss with the Title Officer and Underwriter as to the course of action and modify the checklist as appropriate
Receive and review existing insurance certificates and ensure certificate changes are made prior to funding. Confirm insurable/replacement value for certificate purposes (as shown in the CAM); seek waivers as appropriate
Confirm address (if legal non-conforming) in the appraisal
Prepare and follow up on SNDA’s and Estoppels if applicable
Track Rate Lock expiration dates, and extend as necessary
Request payoff demands (existing lender) from Escrow
Transitions due diligence items as received to Underwriter for further credit analysis and updates the checklist
Prepare Balancing Sheet and coordinate estimated funding amount with Escrow including prepaid interest
Upon confirmation of request for funds from escrow, confirm net proceeds, initiate wire input, and coordinate wire approval at the appropriate levels
Upon confirmation of recordation of Deed of Trust, file UCC-1 (state level) and order Tax Service Contract
Email Loan Boarder that the loan has closed and direct them to the share drive all documentation required for loan boarding
Updates Pipeline
Within 5 days of recording, receive title policy/endorsement for accuracy (compare info to recorded assignment)
Tracks recorded DOT, a copy of which is required within 5 days of recording
Names all loan records using the approved naming convention within 5 days of closing
Process withdrawn/declined transactions and complete Pipeline. Processing includes preparation of balancing spreadsheet for refunds to the Borrower if required.34. Other – reconcile GL record of deposits, disbursement, and expense reimbursement. Prepare HMDA reports. Train new loan administrators in document preparation, field completion (understanding), and process
High School Diploma or at least a minimum of 5-10 years of commercial loan documentation experience including: loan documentation preparation, loan documentation maintenance and control, Loan collateral maintenance and control, Credit and public record information searches
Experience with Fiserv loan accounting system preferred
Basic skills in computer terminal and personal computer operation; mainframe computer system; word processing and spreadsheet software programs
Advanced math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
All levels Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees

Senior Loan Administrator, Santa Ana Resume Examples & Samples

Prepare a Checklist based on the LOI within 48 hours of loan assignment
Consult with Underwriter on any issues identified to rectify
Communicate with Managing Director, Commercial Real Estate Lending Senior Director, Relationship Manager, Credit Analyst, and Underwriter and modify checklist as necessary
Order OFAC through Navigator for Borrower, Guarantor, sponsor, and any individual or entity listed in the organizational documents
Order UCC searches for Borrower, Guarantor, Sponsors (if other than guarantor or Borrower) and Managing Member, and Statement of Information if necessary through CT Lien Solutions. Order record copies if determined necessary
Order evidence of mortgage for properties owned for more than 12 months by the existing Borrower; evidence may include cancelled checks, mortgage statements, or bank summary statements
Review preliminary title reports, exceptions, and plotted easements and survey if applicable to identify any potential issues, discuss with the Title Officer and Underwriter as to the course of action and modify the checklist as appropriate
Order pro-forma title policy based after title review; or, in the alternative, determine the appropriate endorsements and attach form endorsement to escrow instructions when prepared
Upon credit approval, the Loan Administrator is responsible to prepare the loan documents, which may include, Loan Agreement, Note, Guarantee(s), SNDA;s Security Agreements, loan assignments, assumptions and modifications, etc. Loan Administrator is responsible to confirm that the documents accurately reflect the CAM Approval and conforms to Company policy and any applicable regulatory requirements
Delivers loan documents and assignments to title for signature
Order tax transcript verification
If not provided by the Borrower, order Certificate of Good Standing from Secretary of State (dated within 30 days of closing) for Borrower, Guarantor, and Managing Member through CT Lien Solutions
Knowledgeable in all branch functions associated with origination, processing and closing
Intermediate knowledge of title policies and related loan regulations such as RESPA, HMDA and other Bank lending policies
Exceptional oral, written and interpersonal communication skills
Ability to organize and prioritize work schedules on a short-term and long-term basis
Ability to make informal and formal presentations, inside and outside the organization; speaking before assigned team or other groups as needed
Ability to deal with complex difficult problems involving multiple facets and variables in non-standardized situations
Bachelor’s degree preferred or at least a minimum of five (5) years of commercial loan documentation experience including: loan documentation preparation, loan documentation maintenance and control, Loan collateral maintenance and control, Credit and public record information searches
Proficient understanding of all documents required for all borrowing entities and ability to assess if the legal documents drawn cover all necessary terms and conditions appropriate for the approved credit product
Knowledge of real estate loan documentation

Loan Administrator Resume Examples & Samples

Performs core tasks within the product line to meet the needs and expectations of clients and business interests
Develops and maintains a high level of knowledge regarding term loans and the assignment process
Works collaboratively with managers to resolve issues, escalate as may be appropriate, and to make referrals to the correct resource
Adheres to applicable compliance/operational risk controls in accordance with regulatory standards and policies
Maintains internal control standards
Bachelor's degree in Finance or related field as well as 0-2 years of experience in the financial services or banking industry
Solid Microsoft Office skills
Excellent communication skills as well as interpersonal skills
Strong analytical ability

Senior Loan Administrator Resume Examples & Samples

Serves as chief support for payments, draws, advances as part of the servicing function. Supports in the ongoing tracking and monitoring of covenants, insurance, et. al. to management. Supports in the preparation of re-conveyances, collateral releases, and archiving
Backs the processing of commercial loan documentation packages once the internal/external processing path has been determined by executive management. Works with management to safeguard that any deficiencies are handled in a timely manner. Once the final loan package is confirmed assists in the preparation of the file imaging
Maintain loan files and imaging. Safeguards the complete and accurate imaged files are maintained for presentation in internal and external audits
Bachelor’s Degree REQUIRED

Loan Administrator Resume Examples & Samples

Ensure all general practices performed comply with the Bank’s policies and procedures to ensure a high level of customer service and maintain a satisfactory inspection rating
Participate in internal or external department meetings to communicate progress of goals and objectives as required
Maintain a positive attitude and work effectively with management, support staff, and branches to enhance professionalism, productivity and team achievement

Credit Loan Administrator Resume Examples & Samples

Provides support to the Credit department for various tasks related to the department workflow, including but not limited to: data entry and data validation, searches, regulatory compliance, updating various systems, and scanning. 60%
Provides support by reviewing credit applications for accuracy prior to delivery to the credit underwriters. Identifies inaccuracies and provides input to the credit underwriters. 25%
Provides adhoc support for various credit underwriter requests needed. 15%
Upholds data input quality in all Company systems to affect timely underwriting, contract structuring and documentation, and contract processing and booking, and to minimize negative impact on the applicants/borrowers or the Company. Continuously monitors work to ensure quality and looks for ways to improve and promote quality
Ensures compliance with all banking laws, rules regulations and prescribed polices/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties
1-2+ years’ credit loan administration experience preferred
Proficiency in Microsoft Office programs (Word, Excel, Access)
Strong verbal/written communication skills
Customer Service and detail-oriented
Salesforce, Bank2Buiness a plus

Loan Administrator Resume Examples & Samples

Uncommitted Loans – Interact with Customer, Treasury Department and Loan Administration Unit
Act as a liaison with the Credit Administration Unit and Loan Administration Unit
Assist in internal / external audits
2) Administrative
Generate documentation for loan / facility processing by Loan Administration Unit and Credit Administration Unit
Maintain Covenant Compliance Log
Assist with preparation of audit confirmations
Assist Team Leader and Account Officer with administrative duties
Generate various reports for Head Office
Perform other work-related duties as assigned
3) Policy
Provide input and recommendations on daily loan administrative functions
4) Technical Skills Required
Excel, Word, and ACBS
Ability to deal effectively and tactfully with customers, officers and other bank personnel
Familiarity with financial statements / compliance documents
Extensive knowledge in MS Excel, and basic knowledge in Word and ACBS skills
Ability to effectively organize and multi-task in a fast paced environment

Junior Loan Administrator Resume Examples & Samples

Leads the deal team in the preparation of the moderately complex commercial loan documentation packages including notes, deeds of trust, security agreements, construction loan agreements, statistical input, tickler files and any other documents required for loans. Uses established knowledge and experience to mitigate risk without sacrificing quality. Considers all potential risk before taking action and escalates to management as appropriate
Requires broad knowledge of operational systems and practices typically gained through extensive experience and/or education
Requires 5 years minimum experience. May require vocational or technical education in addition to prior work experience

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