Specialty Loan Operations Specialist - Phoenix

National Bank Of Arizona; Phoenix (AZ); Presencial; USD 55 000 - 75 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, Dental and Vision Insurance -

Life and Disability Insurance

Paid Parental Leave

401(k) plan with company match

Resumo da oferta

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

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Detail orientation

Communication skills

Independent worker

Team collaboration

Time management

Prioritization

Formação académica

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

Ferramentas

Microsoft Office

Loan processing systems

Descrição da oferta de emprego

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