Credit Administrator
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Job Description
Credit Administrator organizing equipment finance submissions, files, and workflow reports. Supporting preliminary screenings and credit preparation for an equipment finance company.
Responsibilities:
- Manage the incoming credit queue and track submissions throughout the review process.
- Review files for completeness and follow up on missing financial statements, tax returns, equipment information, and other required documentation.
- Organize and maintain accurate credit files so analysts have the information needed to evaluate transactions.
- Maintain workflow reports and track outstanding items and submission status.
- Complete preliminary credit screenings and high-level reviews using established guidelines.
- Assist with data entry, financial spreading, background searches, and other credit preparation activities as experience permits.
Requirements:
- Prior experience in equipment finance or commercial lending is required, including underwriting, credit support, loan administration, lending operations, or credit-related administrative support.
- Strong organizational skills and attention to detail.
- Ability to manage multiple submissions, follow up on outstanding items, and maintain accurate records.
- Clear written and verbal communication skills.
- Comfort working with financial information, spreadsheets, and electronic files.
- Equipment finance or commercial lending experience is required.
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