Wholesale Credit Admin Associate II
Core
Supports Enterprise Credit Officers in managing commercial loan portfolios, executing credit processes, and ensuring compliance with bank policies.
Role type
Associate-level credit administration specialist
Builds
Commercial loan facilities, credit approval documents, and portfolio management reports
Domain
Banking / Commercial Lending
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Credit documentation verification, Underwriting systems, Commercial lending knowledge, Financial reporting monitoring, Loan documentation preparation, Facility data discrepancy resolution, Credit policy compliance, Portfolio review, Exception management, Microsoft Excel proficiency
Preferred skills
Institutional banking experience, Portfolio monitoring, Time management, Process improvement, Multi-tasking under pressure
Technologies
Underwriting systems, Microsoft Office (Excel, PowerPoint), Bank systems of record
Responsibilities
Monitor financial package collection, maturities, and past due payments; Prepare loan documentation and pre-close checklists; Resolve collateral exceptions and facility data discrepancies; Review credit approval documents for policy compliance; Respond to inquiries from credit officers regarding portfolio issues.
Seniority
Associate, execution-focused IC