Loan Administrator
manulife · West Palm Beach
Job description
About the role
The Loan Administrator reports to the Assistant Operations Manager within the Direct Lending Loan Operations team and supports loan closings, fundings, portfolio maintenance, cash activity, reconciliations, detailed reporting and overall servicing for Manulife | Comvest Credit Partners. The role coordinates with investment professionals, external agents, borrowers, legal counsel, third-party administrators, the internal treasury team, finance and compliance to ensure accurate documentation, timely execution and complete operational records. It is a hybrid position in West Palm Beach, Florida, with up to 10% travel for corporate or team events.
Key responsibilities
- Coordinate closing logistics, required documentation, KYC information, wire instructions and internal approvals
- Prepare and/or review cash transfers, funding wires and investment allocations across client accounts
- Maintain organized closing files and follow up after closings with deal teams, counsel, agents and administrators
- Monitor agent notices and support booking of interest, principal, fees, amendments and assignments
- Work with third-party loan and fund administrators to resolve booking, data or cash exceptions
- Assist with bank-to-book reports, funded/unfunded commitments and portfolio data reconciliations
- Prepare recurring operational reports and communicate portfolio updates to internal stakeholders
- Track borrower and portfolio company reporting deliverables and maintain accurate portfolio databases and status trackers
Required profile
- 2+ years of experience in direct lending, banking, alternative asset management, fund administration, loan operations or financial operations, preferably in credit
- Working knowledge of leveraged loans, private credit or loan administration processes
- Bachelor's degree required; Accounting, Finance, Business or a related field preferred
- Ability to communicate clearly with internal teams and external service providers, manage competing priorities and learn systems quickly
Required skills
- Intermediate to advanced Microsoft Excel
- Strong attention to detail and commitment to data accuracy
What we offer
- Salary range of $56,925 to $94,875 USD, with possible incentive compensation
- Health, dental, mental health, vision, life and disability insurance, retirement savings plans and paid time off
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Published 5 days ago
Expires 1 month from now
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manulife
West Palm Beach