Financial Administrator

Job Type: Full Time
Location: Malvern, PA
Department: Credit Administration

Job Description

Position Summary:

Position summary: Responsible for the management and monitoring of all financial information including financial statements, business and personal tax returns, rent rolls, etc. that are required to support the underwriting loan structure;  to ensure receipt of accurate information, tracking and communication of past due items and to safeguard against risk relating to changes in the borrowers financial status.  Additional responsibilities include implementation of information to interface with LoanVantage and Synergy.

Qualifications Required:
  • Bachelor’s Degree with Concentration in Business Administration or Finance.
  • 2 years’ experience as a Credit/Risk Analyst or monitoring financials.
  • Experience working in a financial institution.
  • High degree of attention to detail and ability to multi-task.
Essential functions and responsibilities:


  • System owner of validation of Financial Information and process for Financial Data in LoanVantage using LoanVantage tracking functionally to monitor requirements established during the underwriting process.
  • Review all financial data received from borrowers to validate acceptable information, forms and acceptable completeness and in the case of tax returns validity of appropriate filing.  Manage the accurate upload and indexing of information into the banks underwriting and imaging platform.
  • Ensure naming consistency and establish financial ticklers for ongoing timely production of renewal request.
  • Develop a standard communication letter for follow up information by borrower for monthly distribution.
  • Prepare summary reports of outstanding financial information for Relationship Managers, Credit Administration and Executives for portfolio management.
  • Provide support to Relationship Managers for information by portfolio and assist in customer communication for outstanding requirements.
  • Timeline management in order to provide data to Management, Internal and External parties for audit reviews and produce on going reports for Relationship Managers.
  • Categories and Group files for audits, act as the liaison between Credit, Relationship Managers and Auditor for requested information and assist in documenting detailed responses.
  • Demonstrates and promotes Meridian Bank’s Core Values: Our Partners, Our People, Our Bank and Our Communities. 
  • Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
  • Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.
  • Communicates with management and coworkers in order to integrate goals and activities.
  • Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
  • Other duties as assigned.


Success factors/job competencies:
  • Relationship management skills and ability to interface confidently with associates of all levels, including senior executives, business unit and department heads.
  • Excellent written and verbal skill. Ability to communicate with customers, outside vendors.
  • Excellent computer skills (MS Word, Excel and power point expertise is a must).
  • Strong organization skills in record keeping and time and attention to detail.
  • Timely and regular attendance.
  • Ability to define problems and present a solution or escalate for resolution.
  • Ability to work independently to obtain and deliver goal requirements.
  • Actively seeks coaching.
Application Access:
  • Jack Henry Silverlake
  • LoanVantage
  • Synergy
  • Microsoft Share Point
Physical demands, work environment, and location:
  • Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and phone. Most work is completed in an office environment.
  • Work environment: The noise level in this environment is minimal.
  • Location: Meridian Bank locations as assigned.

Equal Opportunity Statement

  • Meridian Bank is an Equal Opportunity Employer

Performance standards:

  • Annual review
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