Commercial Loan Documentation Administrator

EverBank • Irvine, CA • 3w ago

The Commercial Loan Documentation Administrator supports the daily workflow auditing and preparing files for loan closings. This role is responsible for the preparation of accurate loan documents for commercial loans, owner occupied commercial real estate loans, and Small Business Administration loans. In addition, this role assists in the process for collateral perfection, closing, and funding for the bank's Commercial and Government Guaranteed lending divisions.

Key Responsibilities and Duties

Supports lending in Commercial & Industrial (C&I) and Small Business Administration (SBA), working capital lines of credit, equipment financing, Letters of Credit, term loans, and owner-occupied real estate.

Communicates with external and internal customers as needed. Daily interaction with loan officers, loan servicing, underwriting, and processing teams, attorneys, escrow/title, appraisers, as will with all other third parties, as required.

Audits and reviews loan files to ensure accurate and necessary documentation for fundings and closings have been met. Assists with follow-up on any outstanding closing conditions; tracts receipts of incoming documents and handles requests and inquires to ensure timely closing of loans.

Identifies erroneous issues and escalate to management with suggestion for resolution.

Responsible for the deal execution and closing process from point of loan approval through post-closing. Ensuring compliance with the Organization's credit policy, as well as, as applicable State and Federal banking regulations.

Calculates final closing costs and supports disbursement of funds in accordance with loan documentation. In addition, processes receipts and submission of vendor invoices through accounts payable system.

Monitors commercial lending pipelines to ensure timely closing in a fast-paced environment. Maintains all internal closing/deal execution checklists and reports including HMDA/CRA data. Prepares and issues adverse action notices when applicable.

Other duties as assigned.

Educational Requirements

University (Degree) Preferred

Work Experience

3+ Years Required; 5+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

7IC

Preferred Qualifications

5+ years of C&I, CRE, SBA, Syndications, and Public Finance loan processing, documentation & closing experience.

Working knowledge of LaserPro Commercial & SBA modules

Experience with preparing & understanding attorney documents.

Strong knowledge of Entity Structures and related documents

Auditing, Closing & Funding experience in C&I, CRE and SBA

Strong knowledge in perfecting all @types of collateral.

Ability to work in a high volume/high production environment.

Demonstrated ability to provide high-level of customer service with a pro-active approach to problem solving.

Strong organizational, verbal, and written communication skills.

Good analytical skills and high level attention to detail.

Ability to multi-task and reprioritize tasks throughout the day to ensure documents.

Hybrid work is a minimum of four days a week, one flexible day for remote work.

Posting End Date: 04/14/2025

Job Seeker Notice

EverBank, N.A. and Sterling Bank and Trust, a division of EverBank, N.A. (together, the "Company") is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC

Notice to Job Seekers (https://everbank.com/about/careers/notice-to-job-seekers)

Pay Range $88,000 - $119,100

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereo@type, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.

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