Loan Documentation Administrator Sr. jobs in United States
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Wintrust Financial Corporation · 4 days ago

Loan Documentation Administrator Sr.

Wintrust Financial Corporation is a $66 billion financial institution providing community and commercial banking, specialty finance, and wealth management services. The Loan Documentation Administrator Sr. is responsible for preparing and reviewing complex loan documentation for high-value commercial transactions, ensuring compliance and due diligence throughout the documentation process.

Financial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

The Loan Documentation Administrator II position is responsible for preparation of LaserPro loan documentation and the review of attorney prepared documents for complex and multi-million-dollar commercial loan transactions including option-based pricing loans, Swaps, Syndications, Participations, First Insurance transactions, Capital Markets, Capital Call Lines, Leveraged Loan Transactions, Institutional loans, Government and Municipal lending, Franchise lending, Wintrust Business Credit monitored loans, international transactions and commercial real estate transactions
Additionally, this position reviews same transactions post-closing ensuring that all due diligence and executed loan documents are present, identify trailing documentation exceptions and prepare the file for Servicing
Review complex attorney prepared documents for lending groups ensuring that the structure of the loan can be accommodated on loan systems
Appropriately enforce all corporate due diligence and compliance requirements
Communicate effectively with lender and/or lending support staff regarding issues, questions or additional information needed during the documentation preparation and/or attorney review stage to ensure that Loan Operations and the lending staff are working together to meet borrower needs
Seek attorney assistance on questions/issues arising from both preparation and review of loan documents. Determine when it is necessary to reach out to counsel for guidance and assistance with questions as well as request and utilize specialized language as needed to protect Bank’s interest in the loan transaction
Seek guidance of Bank’s Chief Credit Officers at appropriate times to assist in clarification of loan transactions
Complete post-closing review of documentation to ensure due diligence document requirements have been completed and executed loan documents are present
Identify trailing documentation exceptions for entry by Collateral team
Prepare the final file for booking and funding
Complete analysis of real estate tax bills to determine monthly escrow payments as well as beginning balance for real estate transactions
Assist in providing guidance and training to team members as need arises

Qualification

Commercial lending experienceLoan documentation preparationCollateral perfection knowledgeReal estate lending experienceLoan operations environmentCommon-sense approachSuperior communication skills

Required

Minimum 3-5 years of experience preparing/reviewing very complex and high dollar commercial and commercial real estate loan transactions
Strong understanding of commercial lending concepts and experience in a loan operations environment handling and supporting commercial lending staff
Excellent knowledge and understanding of collateral perfection requirements, commercial loan documents, corporate credit policy, approval levels, the workings of a larger loan operations group and some basic loan accounting knowledge and audit controls
Wide experience level of commercial real estate and the more complex workings of real estate lending and working with title companies
Superior communication skills (both written and verbal) and the ability to partner with commercial lenders and support staff to ensure that transactions are completed satisfying both Bank requirements and customer expectations
Ability to determine appropriate level of flexibility in procedures and policies to assist lenders in closing loan transactions
Strong use of common-sense approach to assisting lending staff

Benefits

Medical Insurance
Dental
Vision
Life insurance
Accidental death and dismemberment
Short-term and long-term Disability Insurance
Parental Leave
Employee Assistance Program (EAP)
Traditional and Roth 401(k) with company match
Flexible Spending Account (FSA)
Employee Stock Purchase Plan at 5% discount
Critical Illness Insurance
Accident Insurance
Transportation and Commuting Benefits
Banking Benefits
Pet Insurance

Company

Wintrust Financial Corporation

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Wintrust Financial Corporation delivers sophisticated financial capabilities with a community bank personality across its businesses in banking, specialty finance, and wealth management.

H1B Sponsorship

Wintrust Financial Corporation has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (26)
2024 (15)
2023 (19)
2022 (27)
2021 (10)
2020 (7)

Funding

Current Stage
Public Company
Total Funding
$683M
Key Investors
CIVC Partners
2025-05-08Post Ipo Equity· $425M
2022-06-07Post Ipo Equity· $258M
2020-05-05IPO

Leadership Team

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Timothy Crane
President and Chief Executive Officer
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Company data provided by crunchbase