Loan Administration HealthCare

IDB Bank is a financial institution seeking a Loan Administrator to provide comprehensive administrative and documentation support across the credit lifecycle. The role involves ensuring accurate documentation, coordinating with stakeholders, and tracking requirements in accordance with credit policy and operational standards.

Responsibilities

• Establish and maintain deal documentation structures, including creating opportunity folders and managing document organization throughout the credit lifecycle
• Perform initial administrative due diligence to support pre-screening, including basic public searches and internal eligibility checks
• Use standardized documentation checklists to determine required documentation for credit transactions
• Order and track third-party reports required for underwriting and closing, such as appraisals, environmental reports, property condition reports, and seismic reports
• Coordinate with closers to align indicative closing timelines and assist with drafting and managing closing schedules
• Perform quality control checks on documentation packages prior to underwriting submission to ensure accuracy and completeness
• Support loan documentation and closing preparation by tracking required items against closing checklists and coordinating administrative input
• Prepare administrative forms and supporting information required for loan booking and funding
• Track receipt and application of closing-related fees and confirm that payments are processed accurately
• Collect periodic servicing documentation from clients, including financial statements and aging reports, in accordance with monitoring requirements
• Image, upload, and maintain loan documentation in systems of record (e.g., Synergy)
• Update ticketing and tracking systems to reflect receipt of documentation and completion of servicing requirements (e.g., Loan IQ)

Skills

• Strong execution discipline and attention to detail with the ability to manage high volumes of documentation
• End-to-end understanding of credit and loan administration processes from origination through post-closing
• Strong client-facing administrative coordination skills and ability to serve as a reliable point of contact for documentation follow-up
• Ability to manage dependencies and timelines, including tracking third-party reports and open items
• Strong organizational skills with the ability to prioritize effectively in a deadline-driven environment
• Proficiency with loan systems, document management tools, and tracking platforms
• Clear written and verbal communication skills

Benefits

• Eligibility for an annual bonus
• Medical, pharmacy, dental, and vision plans
• Life and disability insurance
• Employee wellness program
• Retirement and savings plans with employer contributions
• Generous holiday and paid time off schedules
• Parental leave
• Tuition reimbursement
• Hybrid schedule

Company Overview