Loan Administrator

Helm Bank USA; Miami (FL); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

100% medical coverage for employees

401(k) plan with employer match

Company-sponsored training opportunities

Job summary

A leading financial institution in Miami is searching for a motivated professional for an entry-level finance role. This position requires passion for supporting key initiatives and exceptional communication skills in both English and Spanish. Responsibilities include preparing compliance reports, assisting the lending department, and onboarding new brokers. The company offers a variety of comprehensive benefits, including health coverage and a 401(k) plan, creating a supportive environment for professional growth.

Qualifications

• 2–3 years of experience in financial services.
• Fluent in English and Spanish (speaking, understanding, reading, writing).

Responsibilities

• Prepare compliance and pipeline reports daily.
• Review accuracy of broker documents for onboarding.
• Complete due diligence and submit packages for BSA approval.
• Assist lending department and participate in special projects.

Skills

Bilingual in English and Spanish

Advanced skills with Microsoft Office

Customer-centric problem-solving

Adaptability and conflict resolution

Education

College degree preferred

Job description

Are you ready to be part of a dynamic, ever‑growing team that transforms talent into top‑tier financial professionals and visionary changemakers? At Helm Bank USA, we don’t just build careers – we build business leaders, while growing the dream.

Who We Are

We are a leading bank with global reach, shaping one of the most attractive personalized client services in the financial industry. With more than thirty years of experience, Helm Bank USA has created a new banking experience through a client‑centered business model. We believe that the human touch and talent make all the difference and are committed to delivering expert advice and solutions that enable our clients to reach their financial ambitions.

Who You Are

You are a motivated and exceptional financial services professional who is passionate about supporting key initiatives in a fast‑paced environment. You excel at handling a rapid flow of requests, thrive on providing the highest level of support, and continuously aim to make outstanding contributions. You are hardworking, dedicated, and positive, always ready to effect a difference from day one.

What You’ll Do

Essential Duties & Responsibilities

• Prepare reports for Smart Pay daily to upload fees such as appraisal fee, condominium questionnaire fee and translation fee for borrower’s payment.
• Download and log receipt of Smart Pay fees received daily.
• Prepare compliance reports such as Red Flags.
• Prepare Daily Pipeline report daily – update closing dates in Encompass.
• Provide broker package to new brokers.
• Review the accuracy of broker documents received for broker onboarding.
• Complete due diligence and submit broker package for BSA approval.
• Set up credentials for broker onboarding.
• Annual review of brokers.
• Provide appraiser package for new appraisers onboarding.
• Complete due diligence and submit appraiser package for BSA approval.
• Send two samples of appraisal reports for review to the appraisal reviewer.
• Upon receipt of appraisal review indicating “Accept as is,” onboard appraiser.
• Annual review of appraisers.
• Submit file to BSA for approval.
• Obtain signature on Confidentiality Agreements and Broker Agreement from CLO.
• Compile documents for audits.
• Assist the lending department with events.
• Assist with special projects as assigned.
• Upon learning the different tasks and projects, continue to assign/train with additional job duties.

What You’ll Need

• College degree preferred.
• Minimum 2–3 years of experience.
• Must be bilingual in English and Spanish – fluently speaking, understanding, reading and writing both languages.
• Advanced skills with Microsoft Office.

Competencies

• Partnership‑Oriented – build and maintain collaborative relationships, foster trust, effective communication, adaptability and conflict resolution.
• Business Acumen/Sophistication – understand and apply business principles, KPIs and strategies, strategic thinking and solutions‑driven decision making.
• Customer‑Centric – prioritize customer needs, problem‑solving, growth mindset and omni‑channel communication.
• Innovative – develop new ideas, work with emerging technologies, digital transformation mindset and process optimization.
• Regulatory & Risk Management – adapt to changing regulations, maintain risk awareness, cybersecurity, compliance and operational resilience.
• Hands‑On – proactive, acquire skills through practical engagement, lifelong learning and effective time management.
• Accountability – take responsibility, foster trust, set clear expectations and lead by example.
• Sustainable Performance – communicate effectively, drive sustainable growth, stakeholder inclusion and operational excellence.

Life at Helm Bank USA

Our sustainable success is built on talent and partnership with clients and communities to create lasting value. We live by our corporate values – empathy, curiosity, creativity and passion – and maintain a culture recognized by Best Banks To Work For and Best Places To Work in Florida. We continually provide opportunities for personal and professional development, encouraging every employee to lead and contribute ideas.

Why You Should Join Helm Bank USA

We are committed to the well‑being of our employees and offer comprehensive benefits and programs that support your growth and success. Some of the benefits include:

• Medical/Rx/Dental/Vision – 100% covered by the bank for all employees; eligible family members covered at group rates.
• Short‑Term & Long‑Term Disability and Group Term Life insurance of twice the annual salary fully covered by Helm Bank USA.
• Competitive first‑level PTO and other time‑off policies.
• Company 401(k) plan with employer match of 100% up to 5% of eligible compensation.
• Optional supplemental benefits: voluntary life insurance, hospital indemnity, critical illness, accident insurance, and cancer insurance.
• Flexible Spending Accounts.
• Company‑sponsored training and professional development opportunities.
• Employee Spotlight recognition.

If you’re ready for a career where you can exercise your passions while being a game‑changer, are relentlessly committed to service, and have a team‑player mindset, apply today!

Seniority level

Entry level

Employment type

Full‑time

Job function

Finance and Sales

Industries

Banking