Credit Administration Specialist - Detail-Driven Finance

RockBridge Search; Salt Lake City (UT); On-site; USD 55,000 - 85,000; Full time

Job summary

RockBridge Search is seeking a knowledgeable Credit Administrator to support credit functions, ensuring accurate documentation, compliance, and portfolio management. The role collaborates with lenders, credit officers, loan operations, and leadership to maintain high standards and regulatory alignment.

The ideal candidate brings banking experience, strong attention to detail, sound judgment, and the ability to manage multiple priorities while maintaining quality and timeliness.

Qualifications

• Bachelor's degree preferred in Finance/Accounting/Business or related field
• Strong banking experience and understanding of credit processes and documentation
• Excellent written and verbal communication skills

Responsibilities

• Administer and monitor credit processes from approval through closing and portfolio administration.
• Review loan files and related materials for completeness and accuracy.
• Ensure terms are documented and communicated to the appropriate teams.
• Assist lenders with credit administration, loan structure, documentation, reporting, and portfolio maintenance.
• Track covenants, financial reporting requirements, annual reviews, maturities, exceptions, ticklers, and other deadlines.
• Maintain accurate credit files meeting internal standards and regulatory requirements.
• Identify missing or inconsistent information and resolve issues with internal teams.
• Assist with credit reporting, portfolio monitoring, exception tracking, and management reporting.
• Review loan documentation for adherence to policy and approved terms.
• Coordinate with departments to facilitate timely resolution of credit issues.
• Support preparation of credit presentations, reviews, renewals, and modifications.
• Monitor portfolio quality and flag emerging issues for escalation.
• Maintain understanding of bank policies and regulatory requirements.
• Handle sensitive financial information with discretion and professionalism.
• Contribute to process improvements to increase efficiency and accuracy.

Skills

Commercial lending

Credit administration

Analytical skills

Attention to detail

Communication skills

Time management

Independent work

Team collaboration

Banking knowledge

Education

Bachelor’s degree in Finance/Accounting/Business

Tools

Microsoft Office

Banking/loan systems

Job description

RockBridge Search is seeking a knowledgeable Credit Administrator to support credit functions, ensuring accurate documentation, compliance, and portfolio management. The role collaborates with lenders, credit officers, loan operations, and leadership to maintain high standards and regulatory alignment.

The ideal candidate brings banking experience, strong attention to detail, sound judgment, and the ability to manage multiple priorities while maintaining quality and timeliness.