Loan Administration Officer - Loan Documentation
Loan Administration Officer The Loan Administration Officer will oversee all aspects of loan documentation management to ensure legal, regulatory, and operational compliance across the bank's lending portfolio. The Officer will be responsible for verifying that loan documentationfrom origination through servicing and payoffis accurate, complete, and compliant with internal policies, investor requirements, and applicable state/federal laws. This role includes managing document exceptions, ensuring timely delivery of final loan packages, and providing guidance to support staff on documentation standards. The Officer will work closely with Loan Operations, Compliance, Legal, and external auditors to identify systemic documentation gaps, implement corrective measures, and maintain audit readiness. The Loan Administration Officer will evaluate and act as a liaison between applicants and our financial institution, helping qualified applicants obtain loans and set up payment plans. Your duties will include meeting with applicants, preparing loan proposals, and examining active loans. Support the banks strategic plans as we work together to grow our organization. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function. Seeing: Must be able to read report and use computer regularly (100%) Hearing: Must be able to hear well enough to communicate to coworkers regularly (67-100%) Fingering/Grasping/Feeling: must be able to write, type, use phone, regularly (100%) Lifting/Pulling/Pushing Frequently (34-66%) Climbing/Stooping/Kneeling Occasionally (12-33%) Must be able to operate basic office equipment (PC, fax, copier and telephone) as well as new and emerging technology, including but not limited to smart phones, tablet devices, digital signage and monitors. Must be proficient in Microsoft Office. Based off of the duties that are described for this role, this is an Exempt role . Required Knowledge, Skills and Abilities: Must have strong critical thinking skills Excellent interpersonal and customer service skills Ability to work flexible hours/days Educated on various loan documents and understand its function Must maintain confidentiality of client transactions and bank records Team-oriented, possess a positive attitude and work well with others Ability to interview customers and understand requests Ability to prioritize; handle multiple tasks and work independently Strong organization skills and detail-oriented with high degree of accuracy Detail-oriented, methodical and self-motivated, ability to perform analysis and resolve matters Above average verbal and written communication, multi-tasking and interpersonal skills PC proficiency in word processing, spreadsheets and database software in an Internet environment Ability to operate standard office equipment (typewriter, facsimile, copier, 10 key calculator, HP financial calculator, and telephone) Education and Experience: Bachelor's Degree in Business or Finance; High school graduate or equivalent general education diploma and 5 years banking experience; or a combination thereof Credit Lending or Loan Processing experience preferred