Loan Administration CRE
Core
End-to-end administrative and documentation support across the credit lifecycle, from deal execution and closing through ongoing portfolio servicing.
Role type
Loan Administrator (Credit Risk)
Builds
Loan documentation packages, closing schedules, and serviced loan files for the credit portfolio.
Domain
Banking / Credit Administration
Required skills
Deal documentation management, administrative due diligence, third-party report tracking, quality control checks, loan booking preparation, fee tracking, periodic servicing documentation collection, system data entry (Synergy, Loan IQ), deadline-driven prioritization.
Preferred skills
Client-facing coordination, dependency management, proficiency with document management tools. (via careerplan.io/jobs/4238303009-loan-administration-cre-at-idbny)
Responsibilities
Establish and maintain deal documentation structures; perform initial administrative due diligence; order and track third-party reports (appraisals, environmental, etc.); coordinate closing timelines and schedules; perform quality control checks on documentation packages; prepare administrative forms for loan booking; track and confirm processing of closing fees; collect periodic servicing documentation; image and upload loan documentation to systems of record; update ticketing and tracking systems.
Seniority
Individual Contributor, operational level