Specialty Loan Operations Administrator - Biltmore/Phoenix (AZ)

National Bank Of Arizona; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance -

Life and Disability Insurance

Paid Parental Leave

401(k) plan with company match

Job summary

National Bank of Arizona in Phoenix, AZ is seeking a seasoned Specialty Loan Operations Administrator to support the loan origination process, review requests for completeness, and ensure accurate documentation and regulatory compliance throughout the loan lifecycle.

The role includes coordinating closings, assisting Senior Credit Analysts, managing appraisals and environmental reviews, monitoring insurance, preparing GAR worksheets, and collaborating with Relationship Managers to deliver

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or a related field preferred.
• Experience in banking, lending operations, commercial loan administration, credit analysis, or related financial services functions.
• Working knowledge of lending principles, loan documentation, bank operations, accounting concepts, credit policies and procedures, and various commercial and consumer loan products.
• Ability to analyze financial statements, tax returns, and supporting documentation to identify risk, ensure accuracy, and support credit decisions.
• Strong attention to detail with the ability to audit documentation, identify discrepancies, resolve problems, and ensure compliance with internal policies and regulatory requirements.
• Ability to prioritize multiple assignments, manage competing deadlines, and maintain accuracy in a fast-paced environment.
• Demonstrated ability to make recommendations and provide support to Relationship Managers, Credit Officers, and other lending professionals.
• Experience coordinating loan origination, documentation, closing, post-closing, and portfolio maintenance activities preferred.
• Strong verbal and written communication skills with the ability to effectively interact with clients, business partners, and internal stakeholders.
• Excellent customer service, organizational, and time-management skills.
• Proficient in Microsoft Office applications, including Excel, Word, Outlook, and other banking and loan-processing systems.
• Ability to work independently while collaborating effectively within a team environment.

Responsibilities

• Support the loan origination process by reviewing loan requests for completeness, identifying missing information, validating borrower exposure, and updating customer profiles as needed.
• Prepare, review, and maintain loan documentation to ensure accuracy, completeness, and compliance with bank policies and regulatory requirements.
• Coordinate loan closings, including obtaining required signatures, facilitating notary services, and ensuring all closing requirements are satisfied.
• Perform post-closing activities, including monitoring and clearing documentation exceptions, obtaining outstanding items, and ensuring all requirements are met prior to loan funding or first draw.
• Assist Senior Credit Analysts by completing assigned tasks, gathering required information, and supporting the credit review and underwriting process.
• Manage appraisal and environmental review processes, including ordering, tracking, reviewing, and maintaining required reports and documentation.
• Monitor insurance requirements to ensure adequate coverage is maintained and required policies are obtained, reviewed, and documented.
• Complete GAR worksheets by analyzing financial statements, tax returns, and other supporting documentation to prepare accurate reviews.
• Obtain and review entity documentation from the Arizona Corporation Commission and other applicable sources to verify business information and maintain loan file documentation.
• Retrieve, review, and upload Good Standing certificates and related organizational documents to support loan origination, documentation, and ongoing portfolio maintenance.
• Maintain accurate records and ensure loan files are complete, organized, and compliant throughout the loan lifecycle.
• Collaborate effectively with Relationship Managers, Credit Analysts, Loan Closers, and other internal partners to support efficient loan processing and client service.
• Some travel may be required to support lending activities, customer interactions, training, and other business needs.
• Perform other duties as assigned.

Skills

Detail orientation

Communication skills

Independent worker

Team collaboration

Time management

Prioritization

Education

Bachelor's degree in Business, Finance, Accounting, or related field preferred

Tools

Microsoft Office

Loan processing systems

Job description

Specialty Loan Operations Administrator - Biltmore/Phoenix (AZ)

At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premises of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn’t changed. At NBAZ, the possibilities are endless – come for the job, stay for a career.

NBAZ is looking for a seasoned Specialty Loan Operations Administrator to join Arizona’s #1 Community Bank in our Biltmore Corporate Office.

Essential Functions:

• Support the loan origination process by reviewing loan requests for completeness, identifying missing information, validating borrower exposure, and updating customer profiles as needed.
• Prepare, review, and maintain loan documentation to ensure accuracy, completeness, and compliance with bank policies and regulatory requirements.
• Coordinate loan closings, including obtaining required signatures, facilitating notary services, and ensuring all closing requirements are satisfied.
• Perform post-closing activities, including monitoring and clearing documentation exceptions, obtaining outstanding items, and ensuring all requirements are met prior to loan funding or first draw.
• Assist Senior Credit Analysts by completing assigned tasks, gathering required information, and supporting the credit review and underwriting process.
• Manage appraisal and environmental review processes, including ordering, tracking, reviewing, and maintaining required reports and documentation.
• Monitor insurance requirements to ensure adequate coverage is maintained and required policies are obtained, reviewed, and documented.
• Complete GAR worksheets by analyzing financial statements, tax returns, and other supporting documentation to prepare accurate reviews.
• Obtain and review entity documentation from the Arizona Corporation Commission and other applicable sources to verify business information and maintain loan file documentation.
• Retrieve, review, and upload Good Standing certificates and related organizational documents to support loan origination, documentation, and ongoing portfolio maintenance.
• Maintain accurate records and ensure loan files are complete, organized, and compliant throughout the loan lifecycle.
• Collaborate effectively with Relationship Managers, Credit Analysts, Loan Closers, and other internal partners to support efficient loan processing and client service.
• Some travel may be required to support lending activities, customer interactions, training, and other business needs.
• Perform other duties as assigned.

Qualifications:

• Bachelor's degree in Business, Finance, Accounting, or a related field preferred; or an equivalent combination of education and relevant experience.
• Experience in banking, lending operations, commercial loan administration, credit analysis, or related financial services functions.
• Working knowledge of lending principles, loan documentation, bank operations, accounting concepts, credit policies and procedures, and various commercial and consumer loan products.
• Ability to analyze financial statements, tax returns, and supporting documentation to identify risk, ensure accuracy, and support credit decisions.
• Strong attention to detail with the ability to audit documentation, identify discrepancies, resolve problems, and ensure compliance with internal policies and regulatory requirements.
• Ability to prioritize multiple assignments, manage competing deadlines, and maintain accuracy in a fast-paced environment.
• Demonstrated ability to make recommendations and provide support to Relationship Managers, Credit Officers, and other lending professionals.
• Experience coordinating loan origination, documentation, closing, post-closing, and portfolio maintenance activities preferred.
• Strong verbal and written communication skills with the ability to effectively interact with clients, business partners, and internal stakeholders.
• Excellent customer service, organizational, and time-management skills.
• Proficient in Microsoft Office applications, including Excel, Word, Outlook, and other banking and loan-processing systems.
• Ability to work independently while collaborating effectively within a team environment.

Hours: Monday – Friday: 7:00 AM – 4:00 PM or 8:00 AM – 5:00 PM; 40 hours/week

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
• Mental health benefits include coaching and therapy sessions.
• Tuition Reimbursement for qualifying employees.
• Employee Ambassador preferred banking products.

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

National Bank of Arizona a division of Zions Bancorporation, N.A. Member FDIC