Credit/Portfolio Admin Specialist

Gilder Search Group; Los Angeles (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Gilder Search Group is seeking a Credit Administration Specialist to support its lending function through loan administration, portfolio data management, and recurring management reporting.

The role emphasizes strong Excel capabilities, experience with PivotTables and lookup functions, and the ability to manage loan information across portfolios while preparing monthly and quarterly reports for management review.

Qualifications

• Strong Excel skills and reporting capabilities.
• Experience with PivotTables and lookup functions (VLOOKUP/XLOOKUP).
• Background in loan administration or lending operations.
• Ability to collect, organize, and report loan-related data.
• Familiarity with recurring management reports and portfolio information.

Responsibilities

• Collect and organize loan information used for recurring management reports.
• Prepare monthly and quarterly loan and portfolio reports.
• Use Excel to organize, analyze, reconcile, and present loan data.
• Work with loan information from internal systems and other applicable sources.
• Ensure information in management reports is complete and accurate.
• Support ongoing portfolio monitoring and reporting activities.
• Coordinate with lending and internal teams to obtain required loan information.
• Maintain organized and accurate loan-related records and data.
• Assist with additional loan administration and reporting responsibilities as required.

Skills

Excel

PivotTables

VLOOKUP

XLOOKUP

Loan data management

Portfolio reporting

Management reporting

Attention to detail

Analytical skills

Independent work

Job description

Credit Administration Specialist

Location: Confidential; specific location and work arrangement will be discussed with qualified candidates.

Opportunity Overview

A banking organization is seeking a Credit Administration Specialist to support its lending function through loan administration, portfolio data management, and recurring management reporting.

This opportunity is well suited for a Loan Assistant, Loan Administrator, or lending operations professional who understands the fundamentals of loans and has particularly strong Excel and reporting skills.

The position will work with loan information across the portfolio and help prepare monthly and quarterly reports used by management for portfolio monitoring and risk-management purposes.

What Makes This Opportunity Different

• Broader analytical responsibilities than a traditional Loan Assistant role
• Regular exposure to portfolio-level loan information
• Monthly and quarterly reporting responsibilities
• Opportunity to apply advanced Excel skills
• Visibility into management-level portfolio reporting
• Combination of banking knowledge, administration, and analytics
• Opportunity to expand beyond purely transactional loan support

Responsibilities

• Collect and organize loan information used for recurring management reports.
• Prepare monthly and quarterly loan and portfolio reports.
• Use Excel to organize, analyze, reconcile, and present loan data.
• Work with loan information from internal systems and other applicable sources.
• Ensure information included in management reports is complete and accurate.
• Support ongoing portfolio monitoring and reporting activities.
• Apply working knowledge of loans and lending terminology when compiling portfolio information.
• Coordinate with lending and other internal teams to obtain required loan information.
• Maintain organized and accurate loan-related records and data.
• Assist with additional loan administration and reporting responsibilities as required.

Ideal Candidate Profile

• Prior experience in loan administration, loan assistance, lending operations, or a related banking function.
• Working knowledge of basic loan concepts and terminology.
• Understanding of how loan information is collected, maintained, and reported.
• Strong Excel skills are essential.
• Practical experience with PivotTables and VLOOKUP/XLOOKUP strongly preferred.
• Experience compiling or preparing recurring management reports.
• Strong attention to detail and data accuracy.
• Ability to organize and work with multiple sources of loan information.
• Strong analytical and problem-solving abilities.
• Commercial lending exposure is a plus.
• Comfortable working independently with data while collaborating with lending and management teams.

Preferred Experience Characteristics

The strongest candidates will bring a combination of:

• Loan Assistant experience
• Loan administration
• Commercial lending exposure
• Loan operations
• Portfolio reporting
• Management reporting
• Loan data management
• Strong Excel capabilities
• PivotTable experience
• VLOOKUP/XLOOKUP experience

A candidate does not need to be a senior commercial credit analyst or underwriter to be successful in this position.

Not a Fit If You

• Have no prior exposure to banking or lending.
• Are uncomfortable working extensively in Excel.
• Have not worked with loan data or lending information.
• Prefer a purely clerical role with minimal analytical responsibility.
• Are looking primarily for commercial credit underwriting or lending authority.
• Are uncomfortable being accountable for the accuracy of recurring management reports.

Compensation

Compensation will be competitive and based on the selected candidate's banking experience, loan administration background, Excel proficiency, and reporting capabilities.

Specific compensation and benefit information will be discussed confidentially with qualified candidates.

Confidential Closing

This is a confidential opportunity for a banking professional who wants to combine loan administration experience with stronger analytical and reporting responsibilities.

Loan Assistants, Loan Administrators, and lending operations professionals with strong Excel skills are encouraged to explore the opportunity confidentially.