CrawlJobs Logo
Robert Half Logo Robert Half · Banking

Loan Administrator

United States, La Jolla · Job Posted January 15, 2026
Apply Position
Job Link Share

Job Description

This position plays a critical role in managing and processing loan-related activities, including advances, payments, payoffs, and fund transfers, while maintaining the accuracy and integrity of loan documentation. As a contract-to-permanent role, this opportunity provides a pathway to long-term collaboration within a dynamic and values-driven organization.

Job Responsibility

  • Process loan advances, payments, payoffs, and fund transfers with precision and timeliness
  • Prepare and maintain loan documentation for real estate investment projects, ensuring accuracy and compliance
  • Review and reconcile lender statements against paydown schedules to ensure financial accuracy
  • Monitor the setup, renewal, and payment activities for loans in the portfolio
  • Notarize release documents and other loan-related materials as needed
  • Assist in the origination and documentation of new credit facilities
  • Compile and provide monthly financial reports to the consolidation team
  • Support the preparation of lender-required reports, including project progress updates and covenant compliance information
  • Maintain confidentiality and safeguard sensitive financial data
  • Collaborate on other loan-related tasks and finance projects as assigned

Requirements

  • Bachelor’s degree in Finance, Accounting, Business, or a related field is preferred
  • Minimum of 3 years of experience in a loan administration or similar role, or equivalent education and experience
  • Certification as a Notary Public is preferred
  • Strong knowledge of capital markets, corporate financial management, and treasury operations
  • Proficiency in Microsoft Excel, including Pivot Tables and VLOOKUP, with advanced skills in Microsoft Office and presentation tools
  • Familiarity with loan underwriting and Community Development Block Grant (CDBG) processes
  • Excellent organizational skills with the ability to manage multiple priorities effectively
  • Self-motivated and deadline-driven, with a commitment to upholding company values and promoting diversity

What we offer

  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Robert Half - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Loan Administrator

8 matching positions

Loan Administrator

We are looking for a meticulous Loan Administrator to support a credit union in ...
Location
Location
United States , Broomfield
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in loan administration with a solid understanding of loan processing, documentation, and servicing practices
  • Working knowledge of loan underwriting concepts and the ability to coordinate effectively with lending teams
  • Familiarity with Community Development Block Grant programs and related compliance or reporting obligations
  • Ability to handle loan payoff requests accurately and follow through on related account activity
  • Strong attention to detail with the ability to maintain precise records in a regulated financial environment
  • Understanding of credit union policies and applicable lending regulations
  • Effective communication and customer service skills for supporting members and collaborating across departments
Job Responsibility
Job Responsibility
  • Manage loan files from initial intake through final payoff, ensuring documentation is complete, accurate, and compliant at every stage
  • Partner with lending and underwriting teams to review applications, coordinate required information, and help move decisions forward efficiently
  • Administer Community Development Block Grant activities, including record tracking, reporting support, and adherence to applicable program guidelines
  • Maintain organized and up-to-date records for loan transactions to support audits, servicing activities, and operational accuracy
  • Respond to payoff-related questions and resolve servicing issues in a timely, thorough manner
  • Verify that lending activities align with credit union procedures as well as relevant regulatory and compliance expectations
  • Track portfolio data and prepare reporting that helps leadership monitor loan performance and risk trends
  • Contribute to community-focused lending efforts by supporting programs and transactions tied to development initiatives
  • Recommend workflow enhancements that improve efficiency, consistency, and service quality within loan administration
  • Deliver strong member support by answering questions about loan products, account status, and related services
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
Read More
Arrow Right

Loan Administrator

We are looking for an experienced Loan Administrator to support a high-volume co...
Location
Location
United States , Los Angeles
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 3 years of experience handling commercial business loan processing, loan administration, or closely related lending operations work
  • Working knowledge of commercial lending practices, including loan review, documentation, and servicing support
  • Experience reviewing financial statements, credit-related materials, and other due diligence documents for completeness and accuracy
  • Strong attention to detail with the ability to manage multiple files and deadlines in a fast-paced environment
  • Proficiency with loan origination systems
  • experience using Proforma is strongly preferred
  • Ability to communicate effectively with cross-functional banking teams and follow up on open conditions professionally
  • Familiarity with regulatory and compliance expectations that apply to commercial loan processing and closing activities
Job Responsibility
Job Responsibility
  • Oversee commercial loan files from initial intake through final closing, ensuring each stage is completed accurately and on schedule
  • Gather and evaluate borrower financial records, credit documentation, valuations, and related materials needed to advance underwriting and approval
  • Assemble comprehensive loan packages that align with lending guidelines, regulatory standards, and internal review expectations
  • Maintain precise records within the Proforma loan origination system and keep all supporting documentation organized and audit-ready
  • Partner with loan officers, underwriters, credit personnel, and closing teams to coordinate next steps and resolve processing needs
  • Monitor the active loan pipeline, follow up on outstanding items, and help remove delays that could affect turnaround times
  • Investigate inconsistencies in loan documents or financial details and take appropriate action to correct or clarify issues promptly
  • Support adherence to banking regulations, operational procedures, and policy requirements throughout the full processing cycle
What we offer
What we offer
  • Medical coverage
  • Vision coverage
  • Dental coverage
  • Life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Loan Administrator

We are looking for a detail-oriented Loan Administrator to support mortgage-rela...
Location
Location
United States , Austin
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience working with mortgage documents and loan file administration
  • Familiarity with mortgage applications and the supporting documentation required for processing
  • Working knowledge of mortgage industry practices, terminology, and standard workflows
  • Background in mortgage banking or mortgage operations in an administrative or support capacity
  • Strong attention to detail with the ability to maintain accurate records and organized files
  • Strong communication skills for handling inquiries by phone, email, and written correspondence
  • Ability to manage multiple tasks, prioritize deadlines, and follow established procedures consistently
Job Responsibility
Job Responsibility
  • Review insurance records to confirm property coverage remains active and up to date throughout the loan lifecycle
  • Examine loan files and related activity to help ensure documentation and processes align with applicable standards and internal requirements
  • Prepare and assess loan materials, identifying when an account may require renewal, extension, or modification follow-up
  • Distribute payment receipts in a timely manner and maintain accurate records of outgoing correspondence
  • Keep loan files, funding schedules, tracking logs, and pipeline reporting organized so information is current and easy to access
  • Provide administrative and operational assistance to loan officers while addressing questions with professionalism and accuracy
  • Manage incoming department phone calls and direct requests efficiently to support smooth daily operations
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • free online training
  • Fulltime
Read More
Arrow Right

Loan Administrator

We are looking for a detail-oriented Loan Administrator. In this role, you will...
Location
Location
United States , Cleveland
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in accounts payable, accounts receivable, or a similar accounting role
  • Proficiency in data entry and invoice processing with a high level of accuracy
  • Familiarity with managing approved loans and loan servicing processes
  • Strong analytical skills and the ability to perform portfolio analysis
  • Excellent organizational and time-management abilities to handle multiple tasks effectively
  • Knowledge of commercial loan documentation and compliance requirements
  • Effective communication skills for collaborating with team members and stakeholders
  • Proficiency in accounting software and Microsoft Office applications
Job Responsibility
Job Responsibility
  • Manage all aspects of loan servicing, including posting payments, disbursements, and updating account records to ensure data accuracy
  • Complete monthly reconciliation of loan accounts to maintain financial integrity
  • Monitor and analyze the active loan portfolio to identify trends and areas of concern
  • Conduct risk rating evaluations for both existing loans and new loan applications in collaboration with the Senior Lending Officer
  • Identify potential issues in loans under management, such as late payments or changes in leadership, and recommend appropriate interventions
  • Review and track commercial loan documentation to ensure all original documents are received and properly recorded
  • Collaborate with the Controller to coordinate the timing and funding requirements for upcoming loan closings
  • Perform analytics on the loan portfolio to support decision-making and reporting
  • Ensure compliance with internal controls and financial regulations
  • Handle additional duties as assigned to support the accounting team
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • free online training
Read More
Arrow Right

Loan Administrator

We are looking for a meticulous and detail-oriented Loan Administrator to overse...
Location
Location
United States , Scottsdale
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in business or a related field, or equivalent experience in loan administration and accounting
  • Strong understanding of accounting principles, particularly as they relate to general ledger transactions
  • Familiarity with lending regulations, including Privacy, Regulation B, Regulation Z, and flood compliance
  • Proficiency in Microsoft Excel, including the ability to create and manage spreadsheets with formulas
  • Excellent written and verbal communication skills, with the ability to convey information clearly and effectively
  • Outstanding organizational and time management skills to handle multiple tasks efficiently
  • High level of accuracy and attention to detail in all aspects of work
  • Ability to work collaboratively in a team environment and adapt to changing priorities
Job Responsibility
Job Responsibility
  • Supervise and manage daily loan operations, including loan collections, disbursement requests, and payment processing
  • Monitor and ensure timely follow-up on past-due accounts while maintaining compliance with regulatory standards
  • Perform quality control checks on loan-related transactions, such as general ledger entries and account adjustments
  • Oversee the preparation and completion of loan disbursements and payoff processes
  • Utilize advanced Excel skills to create and manage spreadsheets, including the use of formulas
  • Ensure compliance with lending regulations, including Privacy, Regulation B, Regulation Z, and flood regulations
  • Collaborate with internal teams to identify and resolve discrepancies in loan accounts or transactions
  • Maintain detailed records and documentation for all loan-related activities
  • Provide exceptional customer service by responding promptly and professionally to inquiries
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
Read More
Arrow Right

Loan Administrator

We are looking for a detail-oriented Loan Administrator to join our team in Scot...
Location
Location
United States , Scottsdale
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in business or a related field, or equivalent experience in loan administration and accounting
  • Strong understanding of accounting principles, particularly as they relate to general ledger entries
  • Knowledge of lending regulations, including HMDA, RESPA, Regulation B, and Regulation Z
  • Proficiency in Microsoft Excel, including the ability to create spreadsheets and use formulas
  • Excellent communication skills, with the ability to convey information clearly and concisely
  • Strong organizational and analytical skills, with the ability to manage time effectively
  • High level of accuracy and attention to detail in all tasks
  • Ability to work collaboratively in a team environment while managing multiple priorities
Job Responsibility
Job Responsibility
  • Oversee the daily activities of loan administration, including loan collection efforts and monitoring past-due accounts
  • Process and ensure quality control of loan payments, disbursement requests, and account adjustments
  • Execute and review general ledger transactions and other loan-related financial procedures
  • Ensure compliance with lending regulations such as Regulation B, Regulation Z, and flood regulations
  • Monitor and enforce privacy standards and other banking regulations to safeguard sensitive information
  • Utilize Microsoft Excel to create spreadsheets, manage formulas, and analyze data effectively
  • Communicate clearly and effectively in both written and verbal formats to support internal and external stakeholders
  • Maintain exceptional attention to detail while managing multiple tasks and tight deadlines
  • Collaborate with team members to ensure a seamless and efficient loan administration process
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Loan Administrator

We are looking for a detail-oriented Loan Administrator to join our team on a lo...
Location
Location
United States , Savannah
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in loan administration or underwriting
  • Strong understanding of loan agreements and financial analysis
  • Demonstrated ability to build and maintain detail-oriented networks
  • Familiarity with accounting functions related to loans
  • Excellent organizational and time management skills
  • Ability to work independently and collaboratively in a team setting
  • Proficient in financial documentation and reporting
  • Strong attention to detail and problem-solving abilities
Job Responsibility
Job Responsibility
  • Review and analyze financial documents to ensure compliance with loan requirements
  • Gain in-depth knowledge of loan programs and policies to effectively administer them
  • Establish and maintain productive relationships with banks and financial institutions
  • Facilitate networking opportunities to expand connections within the industry
  • Prepare and manage loan agreements, ensuring accuracy and adherence to regulations
  • Oversee accounting functions related to loan administration, including tracking payments and balances
  • Provide detailed reporting and documentation for loan processes
  • Communicate with stakeholders to address inquiries and resolve issues promptly
  • Ensure all loan-related activities align with company standards and regulatory requirements
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right

Loan Administrator

We are looking for a skilled Loan Administrator to join our team in Pasadena, Ca...
Location
Location
United States , Pasadena
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High school diploma or equivalent
  • college coursework is preferred
  • Minimum of 3 years of experience in retail banking, financial services, or a sales-driven role
  • Proven success in loan underwriting, account management, and meeting sales goals
  • Strong interpersonal and communication skills for effective relationship building
  • Ability to thrive in a fast-paced, service-oriented environment
  • Knowledge of consumer lending regulations and compliance standards
  • Detail-oriented with excellent organizational and multitasking abilities
  • Goal-driven with a consultative sales approach focused on member satisfaction
Job Responsibility
Job Responsibility
  • Build strong relationships with members by understanding their financial goals and offering tailored solutions
  • Originate and process consumer loans, including personal, auto, and credit card products
  • Open new accounts and onboard members with a seamless and welcoming approach
  • Identify opportunities to recommend additional financial products and services to meet member needs
  • Consistently achieve or exceed individual and team performance targets related to lending and deposits
  • Provide backup support for teller functions, ensuring accurate and efficient transaction processing
  • Adhere to all internal policies, procedures, and compliance standards to maintain operational integrity
  • Collaborate with team members and leadership to support branch initiatives and a results-driven environment
  • Maintain proficiency in systems and tools to effectively support daily branch operations
  • Generate referrals to business partners in alignment with branch objectives
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right