CREDIT ADMIN SPECIALIST

Sunrise Banks; Minnesota; On-site; USD 45,000 - 65,000; Full time

Job summary

Sunrise Banks is seeking a detail‑oriented professional to maintain loan data, risk ratings, and exceptions, while supporting tickler tracking and collateral updates. You will verify documents and ensure accurate reporting for various portfolios.

A background in loan documentation and familiarity with Fiserv or Abrigo systems is preferred. The role focuses on accuracy, compliance, and collaboration with lenders and analysts.

Qualifications

• High school diploma or GED required; associate degree preferred.
• Experience with loan documentation and financial statements is preferred.
• Familiarity with Fiserv and Abrigo systems is advantageous.

Responsibilities

• Maintain loan data, annual review dates, codes, risk ratings, and exceptions.
• Create and manage ticklers; request information from clients as needed.
• Review collateral documents and update collateral values and codes.

Skills

Communication

Compliance

Dependability

Initiative

Integrity

Judgement

Organizational Skills

Productivity

Professionalism

Quality Service

Teamwork

Technical /PC Skills

Work Quality

Education

High school diploma or GED

Associate degree in Business or related field (preferred)

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Fiserv

Abrigo

AI tools

Job description

Wabash
Sunrise Banks - Corporate Office
2525 Wabash Ave
St Paul, MN 55114, USA

Wabash
Sunrise Banks - Corporate Office
2525 Wabash Ave
St Paul, MN 55114, USA

At Sunrise Banks we are committed to a culture of trust and transparency that welcomes all.

POSITION SUMMARY

The position is responsible for retrieving and entering information to be used for a variety of reporting purposes including tickler management, exception reporting, collateral details and other identified areas. Position also includes loan review and documentation verification duties as well as maintaining procedures.

ESSENTIAL FUNCTIONS

• Loan Data Maintenance: Maintain annual review date, codes, risk ratings, exceptions, covenants.
• Tickler Maintenance and Correspondence: Create and maintain financial tracking ticklers and assist in requesting information from clients.
• Collateral Data Maintenance: Review collateral documents and update collateral values and codes. Includes Borrowing Base Certificates, Appraisals/Evaluations, and Marketable Securities statements.
• Export Documents to Director including approvals, PLRs, insurance, and collateral documentation.
• Loan File Review: includes consumer loan review and reporting to ensure appropriate commercial loan data.
• Procedures: Create and update procedures as needed.
• Projects: Work with management to research vendor system updates and enhancements as needed.

KEY COLLABORATORS
Business Banking Associates, Lenders, Portfolio Managers, Credit Analysts, Special Assets, Loan Operations, Collateral Solutions.

SUPERVISORY RESPONSIBILITIES

None

COMPETENCIES

• Alignment w/Sunrise Core Values
• Communication
• Compliance
• Dependability & Flexibility
• Initiative
• Integrity
• Judgement
• Organizational Skills
• Productivity
• Professionalism
• Quality Service
• Teamwork
• Technical /PC Skills
• Work Quality

EDUCATION & EXPERIENCE

• High school degree or GED Required
• 2 Year college degree in Business- or business-related field preferred.
• Commercial and/or consumer loan documentation experience preferred.
• Fiserv and/or Abrigo experience preferred.
• Experience in the financial industry preferred.
• Familiarity with a variety of personal and business financial statements.
• Superior skill set in the use of the following software applications: Microsoft Excel, Word, PowerPoint, and Outlook.
• Demonstrates the ability to work effectively with AI tools and maintains an open, curious approach to emerging technologies.

Qualifications

Skills

Behaviors

:

Motivations

:

Education

Experience

Licenses & Certifications

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.