Credit Data & Loan Operations 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

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.