Loan Administrator

Are you ready to be part of a dynamic, ever‑growing team that transforms talent into top‑tier financial professionals and visionary changemakers? At Helm Bank USA, we don’t just build careers – we build business leaders, while growing the dream.

We are a leading bank with global reach, shaping one of the most attractive personalized client services in the financial industry. With more than thirty years of experience, Helm Bank USA has created a new banking experience through a client‑centered business model. We believe that the human touch and talent make all the difference and are committed to delivering expert advice and solutions that enable our clients to reach their financial ambitions.

You are a motivated and exceptional financial services professional who is passionate about supporting key initiatives in a fast‑paced environment. You excel at handling a rapid flow of requests, thrive on providing the highest level of support, and continuously aim to make outstanding contributions. You are hardworking, dedicated, and positive, always ready to effect a difference from day one.

Essential Duties & Responsibilities

• Prepare reports for Smart Pay daily to upload fees such as appraisal fee, condominium questionnaire fee and translation fee for borrower’s payment.
• Download and log receipt of Smart Pay fees received daily.
• Prepare compliance reports such as Red Flags.
• Prepare Daily Pipeline report daily – update closing dates in Encompass.
• Provide broker package to new brokers.
• Review the accuracy of broker documents received for broker onboarding.
• Complete due diligence and submit broker package for BSA approval.
• Set up credentials for broker onboarding.
• Annual review of brokers.
• Provide appraiser package for new appraisers onboarding.
• Complete due diligence and submit appraiser package for BSA approval.
• Send two samples of appraisal reports for review to the appraisal reviewer.
• Upon receipt of appraisal review indicating “Accept as is,” onboard appraiser.
• Annual review of appraisers.
• Submit file to BSA for approval.
• Obtain signature on Confidentiality Agreements and Broker Agreement from CLO.
• Compile documents for audits.
• Assist the lending department with events.
• Assist with special projects as assigned.
• Upon learning the different tasks and projects, continue to assign/train with additional job duties.

• College degree preferred.
• Minimum 2–3 years of experience.
• Must be bilingual in English and Spanish – fluently speaking, understanding, reading and writing both languages.
• Advanced skills with Microsoft Office.

• Partnership‑Oriented – build and maintain collaborative relationships, foster trust, effective communication, adaptability and conflict resolution.
• Business Acumen/Sophistication – understand and apply business principles, KPIs and strategies, strategic thinking and solutions‑driven decision making.
• Customer‑Centric – prioritize customer needs, problem‑solving, growth mindset and omni‑channel communication.
• Innovative – develop new ideas, work with emerging technologies, digital transformation mindset and process optimization.
• Regulatory & Risk Management – adapt to changing regulations, maintain risk awareness, cybersecurity, compliance and operational resilience.
• Hands‑On – proactive, acquire skills through practical engagement, lifelong learning and effective time management.
• Accountability – take responsibility, foster trust, set clear expectations and lead by example.
• Sustainable Performance – communicate effectively, drive sustainable growth, stakeholder inclusion and operational excellence.

Our sustainable success is built on talent and partnership with clients and communities to create lasting value. We live by our corporate values – empathy, curiosity, creativity and passion – and maintain a culture recognized by Best Banks To Work For and Best Places To Work in Florida. We continually provide opportunities for personal and professional development, encouraging every employee to lead and contribute ideas.

We are committed to the well‑being of our employees and offer comprehensive benefits and…