Direct Lending Operations Specialist

Manulife group; West Palm Beach (FL); Hybrid; USD 57,000 - 95,000; Full time

Job summary

John Hancock Life Insurance Company (U.S.A.) is seeking a Loan Administrator in West Palm Beach to support loan closings, fundings, servicing, reconciliations and reporting. The role requires strong attention to detail, communication skills and Excel proficiency within a direct lending environment.

Responsibilities include coordinating closings, funding wires, portfolio administration and compliance tracking, while collaborating with internal teams and external partners.

Qualifications

• Bachelor's degree required; concentration in Accounting, Finance, Business or related field preferred.
• 2+ years of experience in direct lending, banking, or loan operations.
• Strong Excel skills and data accuracy.

Responsibilities

• Coordinate closing logistics, required documentation, KYC information, wire instructions and internal approvals.
• Prepare and review cash transfers, funding wires and investment allocations across client accounts.
• Maintain organized closing files and complete post-closing follow-up with deal teams, counsel, agents and administrators.
• Monitor loan notices and support booking of interest, principal, fees, amendments, assignments and related loan activity.
• Work with third-party loan/fund administrators to resolve booking, data or cash exceptions.
• Follow established policies, deadlines and controls, while identifying opportunities to improve efficiency and risk management.
• Assist with bank-to-book reports, funded/unfunded commitments and portfolio data reconciliations.
• Prepare recurring operational reports and communicate portfolio updates to internal stakeholders.
• Track required borrower and portfolio company reporting deliverables based on credit agreement requirements.
• Maintain accurate portfolio databases, status trackers and supporting documentation.

Skills

Attention to detail

Communication skills

Excel proficiency

Time management

Education

Bachelor's degree in Accounting/Finance/Business

Tools

Microsoft Excel

Job description

John Hancock Life Insurance Company (U.S.A.) is seeking a Loan Administrator in West Palm Beach to support loan closings, fundings, servicing, reconciliations and reporting. The role requires strong attention to detail, communication skills and Excel proficiency within a direct lending environment.

Responsibilities include coordinating closings, funding wires, portfolio administration and compliance tracking, while collaborating with internal teams and external partners.