Western Alliance Bank

RE Loan Operations Administrator

Req No.
Bridge Bank
Commercial Real Estate Lending
Regular Full Time
San Jose


The position of Real Estate Loan Operations Administrator is responsible for supporting the Commercial Real Estate team; ensure the loan operations activities run smoothly and efficiently, provide leadership, training and supervision within the department.  Responsible for loan disbursements, engaging third party partners and counsel, and is involved in loan file production and maintenance. Provides a high level of customer relations and service.


  • Manage disbursement process related to construction and non-construction loan disbursements. This will include:
  1. Construction disbursement file set-up
  2. Meet with contractor/borrower to review disbursement process
  3. Prepare Construction Advance worksheet
  4. Order/Review inspections
  5. Maintain construction ledger
  6. Confirm all loan advance conditions have been met
  7. Prepare and Process loan advances
  • Maintain tickler reporting system. Requires timely review of report and interaction with appropriate parties to clear exceptions.
  • Direct the study and establishment of new and revised systems, procedures, methods, and forms that would be used in, or have effect on, the loan operations activities under the individual's administrative control.
  • Reinforce the application of superior customer service through setting own example along with appropriate follow through with involved customers and employees.


  • Bachelor's degree and three (3) or more years of related experience and/or training; or the equivalent combination of education and experience.
  • Work related experience should consist of an in-depth background in a financial institution in administration, compliance, loan servicing operations, loan documentation and some supervisory skills.
  • Exceptional organization skills with the ability to provide leadership and training.
  • Advanced knowledge of related state and federal banking compliance regulations as related to Real Estate loan operational policies and procedures.
  • Proficient in the use of personal computers and Microsoft Office software programs.
  • Ability to deal with complex problems involving multiple facets and variables in non-standard situations.
  • Excellent organizational and time management skills.


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