Business Banking Portfolio Administrator II

EagleBank; Bethesda (MD); On-site; USD 40,000 - 61,000; Full time

Job summary

EagleBank in Bethesda, MD is seeking a Portfolio Administrator II to join a collaborative lending team. You will support lenders, borrowers, and internal partners, moving loans from approval through closing while delivering exceptional customer service.

Responsibilities include reviewing loan packages, gathering due diligence, coordinating requirements, drafting closing documents, and maintaining clear communication on loan status.

Qualifications

• H.S. Diploma or GED (required).
• 3 years commercial lending experience.
• 2 years in a similar role.
• Familiarity with commercial loan documentation.
• Good verbal and written communication.
• Strong customer service skills.
• Proficient in MS Word, Excel and Outlook.
• Strong organization skills.
• Attention to detail.

Responsibilities

• Provide excellent customer service via email, phone, in-person meetings.
• Review loan package approvals and determine required due diligence items.
• Collect due diligence materials for new, extended, and modified loans.
• Gather borrower information including organizational documents and certifications.
• Be the point of contact for loan processing, documentation, and closing questions.
• Draft loan closing documents and update files after review.
• Prepare loan files for funding and manage related submissions.
• Monitor past-due loans and loans approaching maturity.
• Resolve loan exceptions and maintain compliant files.

Skills

Verbal communication

Written communication

Customer service

Organization

Attention to detail

Education

High School Diploma or GED

Tools

MS Word

MS Excel

Outlook

Job description

Overview

We are a values driven organization putting Relationships FIRST. EagleBank (NASDAQ - EGBN) is focused on being Flexible, Involved, Responsive, Strong, and Trusted. By prioritizing meaningful connections with our customers, employees, and shareholders, we relentlessly deliver the most compelling, valuable service to our customers. EagleBank is committed to inclusion, equity, and respect. We celebrate diversity and intentionally seek out opportunities to learn from one another's experience. We believe employees are essential to the building of relationships and we prioritize investing in employee growth and wellbeing. Employee involvement is fostered through resource groups, mentorship programs, community service, and scholarship opportunities for continued education. With features including maternity and parental leaves, wellness discounts, healthcare premium sharing, employer funding in your HSA account, and 100% 401(k) matching up to 4%, we pride ourselves in the ways we support our internal relationships. The minimum and maximum projected hourly pay for this position is: $29.00 to $44.41.

Responsibilities

Join a collaborative and customer-focused lending team where you will play a critical role in ensuring the smooth and efficient processing of commercial loan transactions. As a Portfolio Administrator II, you will serve as a key liaison between lenders, borrowers, and internal partners, helping move loans from approval through closing while delivering an exceptional customer experience.

In this role, you will review and monitor loan packages, collect and analyze borrower documentation, coordinate loan requirements, and ensure all necessary information is complete and accurate prior to documentation and closing. You will provide ongoing communication regarding loan status and progress, maintain strong relationships with internal and external customers, and support clients with a variety of business banking products and services. The ideal candidate is highly organized, detail-oriented, and committed to delivering outstanding service. This position offers the opportunity to gain broad exposure to the commercial lending process while working closely with relationship managers, borrowers, and cross-functional banking teams to facilitate successful loan transactions.

Major Duties and Responsibilities:

• Consistently provides excellent customer service to both internal and external customers. Provides support via email, telephone, and in-person meetings.
• Reviews loan package approvals (new loans, extensions, and modifications) to determine required due diligence items.
• Collects required due diligence materials for new loans, extensions, and modifications, including title searches, property surveys, flood determinations, proof of insurance, UCC searches, certificates of status, payoff statements, tax service contracts, and other searches and documentation necessary to consummate the loan transaction.
• Collects required borrower information, including organizational documents and Beneficial Ownership Certifications.
• Serves as a point of contact to address questions and concerns throughout the loan processing, documentation, and closing process.
• Drafts loan closing documents using LaserPro software and updates documents following final review to address any identified deficiencies.
• Prepares loan files for funding, creates loan folders in Vision Content, and generates input and cover sheets for submission to the Loan Servicing and Funding departments.
• Updates and submits documents to the Vault using the approved vault log.
• Assists in reviewing and monitoring past-due loan accounts and loans approaching maturity.
• Reviews and resolves exception reports to ensure loan files remain compliant. Assists in the collection and resolution of regular and critical exceptions to maintain loan exceptions at minimal levels.
• Processes loan transfers, loan payments, address changes, and information requests, and responds to inquiries from bank personnel and Small Business Lending customers in a timely manner.
• Updates and revises loan-related activity reports.

Qualifications

Requirements:

• H.S. Diploma or General Education Degree (GED) or equivalent
• 3 years commercial lending experience
• 2 years a similar role
• Familiarity with commercial loan documentation
• Good verbal and written communication
• Good customer service skills
• Proficient in MS Word, Excel and Outlook
• Strong organization skills
• Attention to detail

Preferences:

• Bachelor's Degree in Arts/Sciences (BA/BS)
• Master's degree in Arts/Sciences (MA/MS)
• LaserPro
• BakerHill B2B software