Underwriter Assistant / Commercial Loan Administration Associate -Tampa, FL
FinTrust Connect•Tampa, FL
•Hybrid
About The Position
FinTrust Connect has partnered with a regional banking institution seeking operational and analytical support talent for a confidential Underwriter Assistant / Commercial Loan Administration opportunity. This role will support a large commercial loan portfolio and assist underwriting teams with portfolio maintenance and borrower financial documentation.
Requirements
- 1–3 years of commercial banking, loan administration, or credit support experience
- Experience collecting and reviewing borrower financial documentation
- Strong organizational and follow-up skills
- Ability to manage high-volume portfolio activity
- Strong Excel and communication skills
Nice To Haves
- Familiarity with commercial lending processes preferred
Responsibilities
- Support portfolio administration, financial statement collection, covenant tracking, and operational credit support functions.
- Collect borrower financial statements and supporting documentation.
- Track covenant compliance and portfolio reporting requirements.
- Support underwriters and portfolio managers with loan administration tasks.
- Maintain loan data accuracy and document organization.
- Assist with annual review preparation and portfolio maintenance activities.
- Communicate with borrowers regarding missing documentation and reporting requirements.
- Help manage large commercial loan portfolio volumes.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
