Commercial Loan Administrator II

Position Summary:

The Commercial Loan Administrator II provides exceptional support to the Relationship Management teams by performing the pre- and post-closing tasks for approved commercial loans by collecting, preparing, and reviewing various documents to close loans in accordance with loan approvals, policies, and procedures. The candidate in this role must be a self-starter committed to identifying and solving problems and meeting deadlines without reminders; demonstrate a "can do" and "how can I help?" attitude. The candidate must be detail-oriented, a strong communicator, a team player and have the ability to multi-task.

Essential Responsibilities:

• Prepare customer forms for signature including but not limited to CIP forms, entity certification forms, regulatory disclosure forms.

• Review of all draft and final loan documents to verify all terms and conditions are properly disclosed.

• Verify all pre-closing conditions have been satisfied and funding/disbursement calculations are accurately documented prior to closing.

• Review title commitments, insurance certificates, appraisal reports and other collateral items.

• Ensure loan is compliant with bank policy and regulatory requirements.

• Review of all post closing packages to ensure all documents have been fully signed and received, while providing follow up for any outstanding items identified.

• Scanning and uploading of all documents and forms to bank system in accordance with the guide and bank procedure.

• Maintain loan files throughout the life of the loan and follow-up and clear exceptions and outstanding collateral items.

• Monitor expiring items and request information in a timely manner.

Other Tasks:

• Prepare loan advance requests.

• Prepare loan payoff statements.

• Initiate loan funding wires.

• Process incoming and outgoing correspondence.

• Submit invoices for loan related fees.

• Other duties assigned.

Qualifications Required:

An employee at the level of a Commercial Loan Administrator II frequently exceeds expectations for goals/objectives and job performance factors. A performance at this level is clearly above average and the employee has given extraordinary effort or excelled due to contributions that exceed the criteria for quality, quantity, and timeliness of work resulting in achievements beyond those expected for the position. The following are examples to criteria that will be utilized:

• Takes leadership role to facilitate overall team productivity.


• Completes tasks outside his/her job description in an outstanding way.

• Demonstrates an above average quality of work under stress or tight deadlines and shows the initiative and leadership that go beyond his/her job description.

• Demonstrates a willingness to accept extra work.

• Shows the ability to communicate clearly and foster communication by engaging in the exchange of information.

• Proposes new or improved ways of performing functions within the department.

• Receives accolades from internal and external customers or co-workers for excellent work.

• Is viewed as an "exceptional performer" and /or leader by co-workers, customers, and supervisors.

• Demonstrates strong reasoning skills necessary to solve problems and interpret a variety of instructions.

• Demonstrates proficiency with Microsoft Word, Excel, and Outlook, with the ability to learn the Bank's computer-based systems.

Education and/or Experience:

• This is an experienced position requiring specific knowledge of loan closing processes. One to three years related experience in banking or title company would be required. High School Diploma required.