Specialty Loan Operations Administrator - Biltmore/Phoenix (AZ)

National Bank of Arizona•Phoenix, AZ

12d•Onsite

About The Position

National Bank of Arizona is seeking a Specialty Loan Operations Administrator to support commercial and consumer lending operations. The position supports loan origination, documentation, closings, post-closing activities, credit review, and portfolio maintenance while ensuring loan files are accurate, complete, and compliant with bank policies and regulatory requirements. The role works closely with Relationship Managers, Credit Analysts, Loan Closers, and other internal partners to facilitate efficient loan processing and client service. Some travel may be required for lending activities, customer interactions, training, and other business needs. The position is based in the Biltmore Corporate Office in Phoenix, Arizona.

Requirements

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 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 and 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.
Ability to make recommendations and provide support to Relationship Managers, Credit Officers, and other lending professionals.
Strong verbal and written communication skills and ability to interact effectively with clients, business partners, and internal stakeholders.
Excellent customer service, organizational, and time-management skills.
Proficiency in Microsoft Office applications, including Excel, Word, and Outlook, and other banking and loan-processing systems.
Ability to work independently and collaborate effectively within a team environment.

Nice To Haves

Experience coordinating loan origination, documentation, closing, post-closing, and portfolio maintenance activities.

Responsibilities

Review loan requests for completeness, identify missing information, validate borrower exposure, and update customer profiles as needed.
Prepare, review, and maintain loan documentation for accuracy, completeness, and compliance with bank policies and regulatory requirements.
Coordinate loan closings, obtain required signatures, facilitate notary services, and ensure closing requirements are satisfied.
Perform post-closing activities, monitor and clear documentation exceptions, obtain outstanding items, and ensure requirements are met before loan funding or first draw.
Assist Senior Credit Analysts with assigned tasks, information gathering, credit reviews, and underwriting support.
Manage appraisal and environmental review processes, including ordering, tracking, reviewing, and maintaining reports and documentation.
Monitor insurance requirements and ensure adequate coverage and required policies are obtained, reviewed, and documented.
Complete GAR worksheets by analyzing financial statements, tax returns, and supporting documentation.
Obtain and review entity documentation from the Arizona Corporation Commission and other applicable sources to verify business information and maintain loan files.
Retrieve, review, and upload Good Standing certificates and related organizational documents.
Maintain accurate, organized, complete, and compliant loan records throughout the loan lifecycle.
Collaborate with Relationship Managers, Credit Analysts, Loan Closers, and other internal partners to support loan processing and client service.
Travel as needed for lending activities, customer interactions, training, and other business needs.
Perform other duties as assigned.

Benefits

Medical, dental, and vision insurance starting day one.
Life and disability insurance.
Paid parental leave and adoption assistance.
Health Savings Account (HSA), Flexible Spending Account (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, including coaching and therapy sessions.
Tuition reimbursement for qualifying employees.
Employee Ambassador preferred banking products.