CREDIT ADMIN SPECIALIST

Sunrise Banks; Saint Paul (MN); On-site; USD 42,000 - 64,000; Full time

Job summary

Sunrise Banks is seeking a detail-oriented professional to manage and verify loan and collateral data, maintain ticklers, and support reporting processes. The role includes reviewing loan files and updating procedures while collaborating with multiple teams across the bank.

The ideal candidate will have strong Excel/Office skills, experience with loan documentation, and familiarity with financial statements, with a mindset for leveraging AI tools and emerging technologies.

Qualifications

• High school diploma or GED is required.
• 2 year college degree in business- or business-related field preferred.
• Commercial and/or consumer loan documentation experience preferred.
• Familiarity with Fiserv and/or Abrigo experience preferred.
• Experience in the financial industry preferred.
• Familiarity with a variety of personal and business financial statements.
• Proficient in Excel, Word, PowerPoint, and Outlook.
• Demonstrates ability to work with AI tools and stay curious about emerging technologies.

Responsibilities

• Loan Data Maintenance: maintain annual review date, codes, risk ratings, exceptions, covenants.
• Tickler Maintenance and Correspondence: create and maintain financial tracking ticklers and request information from clients.
• Collateral Data Maintenance: review collateral documents and update values and codes.
• Export Documents to Director: include approvals, PLRs, insurance, and collateral documentation.
• Loan File Review: review consumer and commercial loan data for reporting.
• Procedures: create and update procedures as needed.
• Projects: assist management with vendor system updates and enhancements.

Skills

Attention to detail

Communication

Teamwork

Time management

Adaptability

Technical /PC Skills

AI tools

Integrity

Education

High school diploma or GED

Associates degree in business/related field

Loan documentation experience preferred

Familiarity with financial statements

Experience in the financial industry

Familiarity with Fiserv/Abrigo

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

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

Description

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.

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.