Specialized Lending Service Administrator
Core
Administer specialized loan structures, process funding, and manage data accuracy for participations, syndications, and tax credit loans.
Role type
Specialized Lending Service Administrator
Builds
Loan deal structures, funding requests, and financial reports for member banks and customers
Domain
Banking / Commercial Lending
Deliverable
client delivery
Required skills
Loan operations, syndication processing, commercial loan documentation, reconciliation, Microsoft Office (Excel, Access), regulatory compliance (Reg B, HMDA, CRA, RESPA)
Preferred skills
Associate's degree, vocational certification
Technologies
Microsoft Office Products (Word, Excel, Access, PowerPoint)
Responsibilities
Set up deal and facility structures on participations and syndications, process funding requests and due diligence, prepare loan packages for accuracy, transact rollovers and modifications, post payments and reconcile accounts, provide payoff quotes, resolve customer and partner issues
Seniority
Entry-level to Mid-level, individual contributor