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Robert Half

Loan Documentation Specialist

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Job Description

We are looking for a Loan Documentation Specialist to join a financial services organization in Los Angeles, California. This Long-term Contract opportunity supports the servicing and administration of commercial lending portfolios. The role focuses on accurate loan setup, ongoing portfolio maintenance, and coordination across internal and external parties to help ensure compliant, high-quality loan operations throughout the life of each transaction.
Responsibilities:
  • Administer daily servicing activities for commercial loan facilities, including revolving credit lines, term loans, and other structured lending arrangements.
  • Support the onboarding of new deals by entering and validating borrower, facility, and lender information within internal loan systems.
  • Update and maintain portfolio records such as lender positions, commitment amounts, payment activity, and applicable fee details to preserve data accuracy.
  • Monitor reporting and notice requirements under credit agreements, including borrower submissions, compliance-related documents, and other recurring obligations.
  • Prepare and distribute communications tied to agent bank activities, including lender notices, funding requests, payment details, and rate-related updates.
  • Partner with credit, operations, treasury, legal counsel, borrowers, and participating lenders to facilitate smooth ongoing administration of multi-lender transactions.
  • Assist with servicing events such as interest rate resets, loan rollovers, and payment processing for syndicated facilities.
  • Manage document indexing and digital file organization for loan agreements, amendments, participation documents, and related credit records.
  • Perform reconciliations and support portfolio reporting efforts to maintain consistency and integrity across servicing systems.
  • Contribute to audits, special projects, and broader administrative initiatives related to commercial loan servicing operations.