Specialty Loan Operations Administrator – Biltmore/Phoenix (AZ)

Zionsbancorp; United States; On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance –

Life and Disability Insurance

401(k) plan with company match

Paid Time Off and Holidays

Tuition Reimbursement

Job summary

Zions Bancorporation is seeking a seasoned Specialty Loan Operations Administrator for our Biltmore Corporate Office in Phoenix, AZ. The role supports loan origination, documentation, and closing while ensuring compliance and smooth post-closing activities.

You will collaborate with Relationship Managers and Credit Analysts to process loans, review financials, and maintain accurate records in a fast-paced environment.

Qualifications

• Bachelor’s degree inBusiness, 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 loan products.
• Ability to analyze financial statements, tax returns, and supporting documentation to identify risk and support credit decisions.
• Strong attention to detail with the ability to audit documentation and ensure regulatory compliance.
• Ability to prioritize multiple assignments and maintain accuracy in a fast-paced environment.
• Experience coordinating loan origination, documentation, closing, post-closing, and portfolio maintenance activities preferred.
• Strong verbal and written communication skills with the ability to interact with clients and internal stakeholders.
• Proficient in Microsoft Office applications and loan-processing systems.

Responsibilities

• Review loan requests for completeness and validate borrower exposure.
• Prepare, review, and maintain loan documentation for accuracy and compliance.
• Coordinate loan closings, including signatures and notary services.
• Perform post-closing activities and monitor documentation exceptions.
• Assist Senior Credit Analysts and support credit review and underwriting.
• Manage appraisal and environmental review processes and reports.
• Monitor insurance requirements and ensure proper coverage.
• Review GAR worksheets and supporting documents for accuracy.
• Verify business information from regulatory sources and maintain loan files.
• Maintain organized loan records and collaborate with Relationship Managers and Credit Analysts.

Skills

Attention to detail

Communication skills

Analytical thinking

Team collaboration

Loan operations

Regulatory compliance

Microsoft Office

Education

Bachelor’s degree in Business, Finance, Accounting, or a related field

Tools

Microsoft Office Suite

Job description

Specialty Loan Operations Administrator – Biltmore/Phoenix (AZ)(

Job Number:

1. hours per week: 40

Description

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

Benefits:

• 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.

Work Locations

Arizona-Phoenix-AZ – Biltmore Office
Loan Operations

ABOUT OUR COMPANY

Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $65 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming.
The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.
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Equal Opportunity Employer
It is the policy of this corporation to provide 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, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
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