Loan Administration Officer - Loan Documentation

Role Overview

The Loan Administration Officer Loan Documentation is the control point for documentation integrity across the full credit lifecycle. This role ensures that every loan the Bank originates is supported by accurate, compliant, and defensible documentation that protects credit quality, mitigates legal and regulatory exposure, and supports scalable lending.

Documentation is not clerical work. It is a core risk discipline. This role exists for someone who understands that clean documentation is foundational to safe, efficient lendingand that weaknesses here create downstream exposure that is costly and difficult to unwind.

Core Responsibilities

As a Loan Administration Officer Loan Documentation, you are responsible for documentation quality and control, including:

• Exercising ownership over documentation integrity from pre-closing through final file completion
• Ensuring loan files meet legal, regulatory, investor, and internal policy standards prior to funding or booking
• Reviewing, validating, and approving documentation packages for accuracy, completeness, and enforceability
• Managing and resolving documentation exceptions that could delay funding or create compliance risk
• Serving as the escalation point for complex, non-standard, or high-risk documentation issues
• Coordinating with Business Development, Credit, Legal, Compliance, and Operations to resolve documentation gaps
• Maintaining audit ready loan files that withstand internal, external, and regulatory review
• Reinforcing documentation standards through guidance, consistency, and proactive issue prevention
• Identifying recurring documentation risks and partnering with leadership to strengthen controls and processes

Impact of the Role

Your work protects the Bank from legal, regulatory, and credit exposure while enabling disciplined growth. Strong documentation accelerates funding, supports smoother servicing, and produces clean audit outcomes. When this role is functioning well, growth does not come at the expense of control.

Success Indicators

• Loan files are consistently complete, accurate, compliant, and audit ready
• Documentation exceptions are identified early and resolved efficiently
• Repeat documentation issues decline over time
• Audit and regulatory reviews result in no critical documentation findings
• Internal stakeholders rely on and trust your documentation standards

Education & Experience

Required

• 46 years of experience in loan documentation, loan administration, or a related banking role
• Strong working knowledge of loan documentation requirements and compliance standards
• Demonstrated ability to identify and resolve documentation exceptions independently
• High attention to detail and strong organizational discipline

Preferred

• 7 or more years of commercial loan documentation or loan operations experience
• Associate or bachelor's degree or equivalent professional experience
• Experience supporting internal, external, or regulatory audits

Why TASI Bank

TASI Bank is a relationship driven bank focused on real-world business and long-term partnerships.

We think independently. We challenge the market for the good of the client. We execute with discipline.

As a Minority Depository Institution, we are committed to expanding access to capital while building durable value for our clients, our communities, and the Bank.

Working Conditions & Additional Information

This is a primarily in-office position and requires regular use of standard office equipment and banking systems. The role involves frequent coordination with internal teams and external partners and may include time sensitive requests.

TASI Bank is an Equal Opportunity Employer. In accordance with the San Francisco Fair Chance Ordinance, qualified applicants with arrest and conviction records will be considered for employment. Employment is contingent upon meeting regulatory requirements for employment with an FDIC-insured financial institution.

Fair Labor Standards Act (FLSA) Classification

Based off of the duties that are described for this role, this is an Exempt role.