Loan Administration Associate

Archwest Capital; Irvine (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

Archwest Capital is seeking a detail-oriented Loan Administration Associate to oversee complex loan servicing and portfolio administration throughout the life of a loan. You will manage maturities, extensions, and modifications while coordinating with borrowers and third-party providers.

The ideal candidate will be highly organized, able to multitask, and ensure compliance with servicing requirements and portfolio objectives.

Qualifications

• Bachelor’s degree in Finance, Real Estate, Business, or related field preferred.
• 4–7 years of experience in loan servicing, loan administration, asset management, or related financial services.
• Strong understanding of loan servicing, modifications, portfolio management, and borrower communications.

Responsibilities

• Manage loan maturity tracking and borrower outreach related to upcoming maturities.
• Coordinate and process loan extension and modification requests, including review of supporting docs.
• Facilitate valuation, due diligence, and compliance reviews for extensions.
• Prepare and maintain extension, modification, and servicing documentation.
• Monitor portfolio exceptions and drive resolution of servicing and compliance items.
• Coordinate with borrowers, vendors, and third-party service providers to obtain information.
• Support portfolio monitoring activities and identify risks requiring escalation.
• Assist with borrower notices, servicing actions, foreclosure referrals, and special asset administration.
• Maintain accurate records, tracking logs, and status updates for portfolio administration.
• Provide regular updates to management regarding loan status, maturities, and servicing activities.
• Support the Loan Administration team with additional responsibilities and special projects.
• Contribute to process improvement initiatives to enhance efficiency and portfolio performance.

Skills

Analytical

Organizational

Problem-solving

Multitasking

Communication

Attention to detail

Education

Bachelor's degree in Finance/Real Estate/Business or related field

Tools

Microsoft Excel

Microsoft Office

Job description

The Loan Administration Associate is responsible for managing complex loan servicing and portfolio administration activities throughout the life of a loan. This role oversees loan maturities, extensions and modifications, portfolio exceptions, and borrower communications while serving as a key liaison between internal departments, borrowers, and third-party service providers.

The ideal candidate is highly organized, detail-oriented, and capable of managing multiple priorities while ensuring compliance with servicing requirements and portfolio objectives.

________________________________________

Key Responsibilities

• Manage loan maturity tracking and borrower outreach related to upcoming maturities
• Coordinate and process loan extension and modification requests, including collection and review of supporting documentation
• Facilitate valuation, due diligence, and compliance reviews associated with loan extension requests
• Prepare and maintain extension, modification, and servicing documentation
• Monitor portfolio exceptions and drive resolution of outstanding servicing and compliance items
• Coordinate with borrowers, vendors, and third-party service providers to obtain required information and documentation
• Support portfolio monitoring activities and identify potential risks requiring escalation
• Assist with borrower notices, servicing actions, foreclosure referrals, and special asset administration activities
• Maintain accurate records, tracking logs, and status updates related to portfolio administration
• Provide regular updates to management regarding loan status, maturities, exceptions, and servicing activities
• Support the Loan Administration team with additional responsibilities and special projects as needed
• Contribute to process improvement initiatives designed to enhance efficiency, compliance, and portfolio performance

________________________________________

Qualifications

• Bachelor’s degree in Finance, Real Estate, Business, or related field preferred
• 4–7 years of experience in loan servicing, loan administration, asset management, banking, or related financial services
• Strong understanding of loan servicing, loan modifications, portfolio management, and borrower communications

________________________________________

Skills

• Strong analytical, organizational, and problem-solving skills
• Ability to manage multiple priorities and deadlines simultaneously
• Excellent written and verbal communication skills
• Strong attention to detail and accuracy
• Proficiency in Microsoft Office applications, particularly Excel

________________________________________

Preferred Experience

• Experience with bridge, construction, or private lending products
• Exposure to loan extensions, loan workouts, default processes, or special asset management
• Experience working with third-party servicers and external vendors.