Business Banking Portfolio Administrator II

EagleBank•Bethesda, MD

2d•Onsite

About The Position

Join a collaborative and customer-focused lending team where you will play a critical role in ensuring the smooth and efficient processing of commercial loan transactions. As a Portfolio Administrator II, you will serve as a key liaison between lenders, borrowers, and internal partners, helping move loans from approval through closing while delivering an exceptional customer experience. In this role, you will review and monitor loan packages, collect and analyze borrower documentation, coordinate loan requirements, and ensure all necessary information is complete and accurate prior to documentation and closing. You will provide ongoing communication regarding loan status and progress, maintain strong relationships with internal and external customers, and support clients with a variety of business banking products and services. The ideal candidate is highly organized, detail-oriented, and committed to delivering outstanding service. This position offers the opportunity to gain broad exposure to the commercial lending process while working closely with relationship managers, borrowers, and cross-functional banking teams to facilitate successful loan transactions.

Requirements

H.S. Diploma or General Education Degree (GED) or equivalent
3 years commercial lending experience
2 years a similar role
Familiarity with commercial loan documentation
Good verbal and written communication
Good customer service skills
Proficient in MS Word, Excel and Outlook
Strong organization skills
Attention to detail

Nice To Haves

Bachelor’s Degree in Arts/Sciences (BA/BS)
Master’s degree in Arts/Sciences (MA/MS)
LaserPro
BakerHill B2B software

Responsibilities

Consistently provides excellent customer service to both internal and external customers.
Provides support via email, telephone, and in-person meetings.
Reviews loan package approvals (new loans, extensions, and modifications) to determine required due diligence items.
Collects required due diligence materials for new loans, extensions, and modifications, including title searches, property surveys, flood determinations, proof of insurance, UCC searches, certificates of status, payoff statements, tax service contracts, and other searches and documentation necessary to consummate the loan transaction.
Collects required borrower information, including organizational documents and Beneficial Ownership Certifications.
Serves as a point of contact to address questions and concerns throughout the loan processing, documentation, and closing process.
Drafts loan closing documents using LaserPro software and updates documents following final review to address any identified deficiencies.
Prepares loan files for funding, creates loan folders in Vision Content, and generates input and cover sheets for submission to the Loan Servicing and Funding departments.
Updates and submits documents to the Vault using the approved vault log.
Assists in reviewing and monitoring past-due loan accounts and loans approaching maturity.
Reviews and resolves exception reports to ensure loan files remain compliant.
Assists in the collection and resolution of regular and critical exceptions to maintain loan exceptions at minimal levels.
Processes loan transfers, loan payments, address changes, and information requests, and responds to inquiries from bank personnel and Small Business Lending customers in a timely manner.
Updates and revises loan-related activity reports.