Loan Administration CRE

IDB Bank is seeking a Loan Administrator to provide end-to-end administrative and documentation support across the credit lifecycle. The role involves ensuring accurate documentation, coordinating with stakeholders, and tracking requirements in accordance with credit policy and operational standards.

Responsibilities

• Establish and maintain deal documentation structures, including creating opportunity folders and managing document organization throughout the credit lifecycle
• Perform initial administrative due diligence to support pre-screening, including basic public searches and internal eligibility checks
• Use standardized documentation checklists to determine required documentation for credit transactions
• Order and track third-party reports required for underwriting and closing, such as appraisals, environmental reports, property condition reports, and seismic reports
• Coordinate with closers to align indicative closing timelines and assist with drafting and managing closing schedules
• Perform quality control checks on documentation packages prior to underwriting submission to ensure accuracy and completeness
• Support loan documentation and closing preparation by tracking required items against closing checklists and coordinating administrative input
• Prepare administrative forms and supporting information required for loan booking and funding
• Track receipt and application of closing-related fees and confirm that payments are processed accurately
• Collect periodic servicing documentation from clients, including financial statements and aging reports, in accordance with monitoring requirements
• Image, upload, and maintain loan documentation in systems of record (e.g., Synergy)
• Update ticketing and tracking systems to reflect receipt of documentation and completion of servicing requirements (e.g., Loan IQ)

Skills

• Strong execution discipline and attention to detail with the ability to manage high volumes of documentation
• End-to-end understanding of credit and loan administration processes from origination through post-closing
• Strong client-facing administrative coordination skills and ability to serve as a reliable point of contact for documentation follow-up
• Ability to manage dependencies and timelines, including tracking third-party reports and open items
• Strong organizational skills with the ability to prioritize effectively in a deadline-driven environment
• Proficiency with loan systems, document management tools, and tracking platforms
• Clear written and verbal communication skills

Benefits

• Eligibility for an annual bonus
• Medical, pharmacy, dental, and vision plans
• Life and disability insurance
• Employee wellness program
• Retirement and savings plans with employer contributions
• Generous holiday and paid time off schedules
• Parental leave
• Tuition reimbursement
• Hybrid schedule

Company Overview