Commercial Loan Admin 1

Westfield Bank, FSB
200000CX Requisition #

Location: Seville, OH


  35,636.00     40,982.00     46,327.00


Commercial Loan Administrator 1 Job Summary


The Commercial Loan Administrator 1 is an entry level role into the Commercial Loan Operations area. Working under direct supervision, the Commercial Loan Administrator 1 learns how to perform a variety of duties related to commercial loan documentation/servicing, customer relationship management, loan operation systems, and management reporting. This includes assisting with the following: gathering of necessary upfront information and documentation from customers, preparing loan documents, and coordinating loan closings with the loan officers.  The Commercial Loan Administrator 1 focuses on learning and understanding the bank policies and procedures.


Essential Functions (primary functions and/or reasons the job exists in order of importance)


1. Working under direct supervision, learns and assists with preparing and administering commercial loan documentation.

• Assists with preparing loan documents and disbursing funds for commercial loans of minimal complexity. Typically works on amendments, line of credit renewals, and covenant waivers.

• Prepares credit and loan documentation files and maintains the files.

• Assists with the administering of the loan documentation process which includes ordering appraisal/title work/EPA site assessments, performing property and UCC searches, obtaining insurance and payoff amounts, filing mortgages and UCC’s, and notifying accounting of funding requirements.

• Learns existing commercial loan policies and procedures.

• Learns the payment process and when to notify management of any payment issues.

• Tracks loan payoffs and releases collateral within established guidelines.

• Reviews peer documentation and COCC input to identify any potential errors and notifies management of any major issues.

2. Learns how to use of all software/systems (e.g. CreditQuest, COCC, and LaserPro). 

• Learns the commercial loan operation systems by setting up loans on COCC.

• Learns the documentation system by preparing and reviewing loan documents in LaserPro.

• Learns to route loans and tracks exceptions in CreditQuest.

• Stays current through training and awareness of system updates.

3. Assists with reporting for various areas.

• Tracks documentation and financial statement exceptions.

• Monitors document request reports, digital archive reports, and month end reports to identify any potential errors and actively works the lists to collect exceptions.

• Serves as liaison between lender and borrower to resolve exceptions in a timely manner.

4. Begins acquiring a basic understanding of the underwriting process. Reviews new loan requests for proper approvals as well as any policy exceptions. 

5. May mail loan bills, answer customer phone calls, check loans email inbox, and assist with pulling files.

6. Maintains awareness, understanding, and compliance with the Bank's internal policies and procedures, laws, and regulations appropriate for this position.

7. Provides assistance in response to regulatory and internal/external audit requests.

8. Travels occasionally in order to participate in special assignments, training, and/or travel between office locations.


Desired Qualifications/Experience/Certification/Education (in order of importance)


1. 1 or more years of relevant business experience.

2. Demonstrated problem solving and analytical skills.

3. Demonstrated excellent oral, written, and interpersonal communication skills resulting in the ability to interact with all levels of management and employee population.

4. Demonstrated strong customer service orientation, attention to detail, and adaptability to various situations.

5. Demonstrated experience with Microsoft Windows and Office (Excel, Word, etc.) or other transferable software packages.

6. Demonstrated working knowledge of loan documentation systems similar to LaserPro.

7. Demonstrated working knowledge of loan documentation principles in one or more of the following:  title work, real estate, commercial, consumer.

8. High School diploma, GED, or commensurate experience.


Physical Requirements (specific to the role) 


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. 

• Ability to work effectively in an office environment for 40+ hours per week (including sitting, standing, and working on a computer for extended periods of time).

• Ability to communicate effectively in a collaborative work environment utilizing various technologies such as:  telephone, computer, web, voice, teleconferencing, e-mail, etc.

• Ability to read a standard type document.

• Ability to physically and accurately file.

• Ability to travel as required.


This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.




We are an equal opportunity employer/minority/female/disability/protected veteran.

Applications for positions posted on Westfield Careers must be filed on-line through the Westfield Careers portal.  If you are a disabled person who requires a reasonable accommodation to complete an online application, please contact HR Assist by email at

We are an equal opportunity employer/minority/female/disability/protected veteran.

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