Specialty Loan Operations Administrator - Biltmore/Phoenix (AZ)

Zions Bancorporation•Phoenix, AZ

7h•Onsite

About The Position

National Bank of Arizona is seeking a Specialty Loan Operations Administrator for its Biltmore Corporate Office in Phoenix, Arizona. The role supports the commercial loan lifecycle, from reviewing loan requests and preparing documentation through closing, post-closing, funding, and ongoing portfolio maintenance. The administrator works with Relationship Managers, Credit Analysts, Loan Closers, and other internal partners to support efficient loan processing and client service. Some travel may be required for lending activities, customer interactions, training, and other business needs. The schedule is Monday through Friday, either 7:00 AM–4:00 PM or 8:00 AM–5:00 PM, for 40 hours per week.

Requirements

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 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

Bachelor's degree in Business, Finance, Accounting, or a related field, or an equivalent combination of education and relevant experience.
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, including obtaining required signatures and facilitating notary services.
Perform post-closing activities, monitor and clear documentation exceptions, obtain outstanding items, and ensure requirements are met before loan funding or first draw.
Complete assigned tasks and gather information to assist Senior Credit Analysts with credit review and underwriting.
Manage appraisal and environmental review processes, including ordering, tracking, reviewing, and maintaining reports and documentation.
Monitor insurance requirements and ensure required coverage and 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, complete, organized, and compliant loan files throughout the loan lifecycle.
Collaborate with Relationship Managers, Credit Analysts, Loan Closers, and other internal partners to support loan processing and client service.
Perform other duties as assigned.