Commercial Loan Administrator

1 week ago

Poughkeepsie, United States NBT Bank Full time

Pay Range: $22.17 - $29.60

The Commercial Loan Administrator provides ongoing customer service and documentation support acting as the

Relationship Manager’s liaison on assigned commercial accounts, providing professional and superior service to external and

internal customers to ensure data accuracy, avoid losses and reduce undue risk. The Commercial Loan Administrator is

responsible to handle basic commercial loans by providing review of transaction structure, determining pertinent information to

gather from a variety of sources, coordinate preparation and review of loan documentation, and ensure bank policy and regulatory

compliance. This is an entry level position within the Commercial Department under direct supervision of the Commercial Loan

problem-solving skills, customer service and transaction processing experience, and the ability to multi-task, and attention to detail.

Education / Experience
- Associates or Bachelor’s degree in Business or Accounting preferred.
- Experience in Commercial, Credit, Retail, or Banking Operations preferred.

Skills and Abilities:

- Strong listening and communication skills with the ability to deliver quality customer service to both internal and external customers in a fast-paced, ever-changing environment.
- Previous experience relating to customer service and transaction processing.
- Beginner-to-Intermediate competency with Microsoft Office (Word, Excel, Outlook, PowerPoint, Teams).

Tasks Performed:

- 20% Assist Relationship Manager(s) with requests for both new and existing borrowers to the bank to ensure proper documentation is obtained to underwrite, document and book loans. Responsible to review requests entered into the loan origination system to ensure data integrity, streamline the origination process, increase efficiency, and minimize downstream impacts
- 25% Responsible to review loan approval and perform post-approval due diligence to ensure all compliance requirements are met and loan adheres to bank policies and procedures. Gather additional documentation and order third party reports as required by loan approval to meet loan terms and conditions. Review business entity and organizational documents to ensure the entity is in good standing and identify authorized signers.
- 25% Collaborate with Relationship Manager and Attorney to facilitate loan closing. Coordinates Pre-Review of draft documents, gather fees associated with closing, calculate interim interest and provide amortization schedule, as applicable. Perform initial review of signed loan documents to ensure proper documentation was obtained, signed, and dated properly and submit completed package for final review and boarding. Upload all documentation into the electronic file system and ensure original required documents are kept according to retention policy. Monitor document exceptions and follow up to ensure resolution. Responsible to disburse loan closing proceeds such as payoffs, wire transfers, and official checks in accordance with the Loan Closing Statement.
- 10% Perform general administrative duties, such as maintaining electronic loan files, assist with internal/external file audits, maintain and send financial statement request letters, and support Regional Leadership with reporting, contributions, general office duties, and distributing mail.
- 5% Other duties as assigned

Physical Requirements:

- Communicate effectively with internal and/or external customers
- Stationary 75% of time or greater
- Move Objects to Maximum 10 lbs
- Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time._

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