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Collateral Tracking Specialist Jobs (NOW HIRING)

Support C&I Lenders and Administrative Specialists with C&I Portfolio Management by processing collateral additions and releases, maintaining collateral tracking spreadsheets and inventory logs ...

Setup tracking of document exceptions and collateral in tickler systems * Preparation of loan documents for scanning, quality control of images, retention of required original documents and ...

Setup tracking of document exceptions and collateral in tickler systems * Preparation of loan documents for scanning, quality control of images, retention of required original documents and ...

Setup tracking of document exceptions and collateral in tickler systems * Preparation of loan documents for scanning, quality control of images, retention of required original documents and ...

$250/hr

Setup tracking of document exceptions and collateral in tickler systems * Preparation of loan documents for scanning, quality control of images, retention of required original documents and ...

Showing results 41-60

Collateral Tracking Specialist information

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$18

$28

$48

How much do collateral tracking specialist jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for collateral tracking specialist in the United States is $28.70, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $38.46 per hour, depending on experience, location, and employer.

What is a collateral tracking specialist?

A Collateral Tracking Specialist is a financial professional responsible for monitoring, managing, and validating collateral used to secure loans or credit lines. They ensure all necessary documentation is accurate and up-to-date, review asset values, and track changes that may affect collateral risk. Their work helps financial institutions minimize losses by ensuring that pledged assets meet regulatory and internal standards. Collateral Tracking Specialists often work closely with loan officers, risk managers, and auditors to maintain compliance and support lending operations.

What are the key skills and qualifications needed to thrive as a collateral tracking specialist, and why are they important?

To thrive as a Collateral Tracking Specialist, you need strong attention to detail, organizational skills, and familiarity with lending or financial documentation, often supported by a background in finance or banking. Proficiency with collateral management systems, document tracking software, and Microsoft Office is typically required. Excellent communication, problem-solving abilities, and time management are valuable soft skills in this role. These skills ensure accurate tracking and compliance, reducing risk and supporting smooth loan operations for financial institutions.

What are some common challenges faced by collateral tracking specialists, and how can they be managed effectively?

Collateral Tracking Specialists often encounter challenges such as managing large volumes of documentation, ensuring data accuracy, and meeting tight regulatory deadlines. Proactively organizing workflows, utilizing tracking software, and maintaining clear communication with internal teams and external partners can help mitigate these issues. Staying current with compliance requirements and fostering attention to detail are also key to success in this role.

What is the difference between Collateral Tracking Specialist vs Collateral Analyst?

AspectCollateral Tracking SpecialistCollateral Analyst
CredentialsTypically requires a bachelor's degree in finance, accounting, or related field; certifications like CAMS or CPA are a plusSimilar credentials; often holds degrees in finance or accounting and may pursue certifications like CFA or CPA
Work EnvironmentWorks in banking, financial services, or lending institutions, focusing on monitoring collateral assetsWorks in similar environments, analyzing collateral portfolios and assessing risk
Job FocusPrimarily tracks and reports collateral movements and statusesAnalyzes collateral data to evaluate value, risk, and compliance

Both roles involve working with collateral assets in financial institutions, requiring similar credentials and work environments. The Collateral Tracking Specialist focuses on monitoring and reporting collateral status, while the Collateral Analyst emphasizes analyzing collateral data for risk assessment and valuation.

What states have the most Collateral Tracking Specialist jobs?

States with the most job openings for Collateral Tracking Specialist jobs include:

What are popular job titles related to Collateral Tracking Specialist jobs?

For Collateral Tracking Specialist jobs, the most frequently searched job titles are:

Infographic showing various Collateral Tracking Specialist job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, and 3% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $59,693 per year, or $28.7 per hour.

Loan Operations Commercial Loans Collateral Specialist

Oak Brook, IL

$47K - $79K/yr

Full-time

Medical, Dental, Vision, Life

Posted 21 days ago


Key responsibilities

  • Review commercial loan packages and collateral documentation to ensure proper lien perfection and compliance with policies and procedures.

  • Order, prepare, file, and track collateral-related documents such as UCC filings and mortgages, and maintain accurate collateral records.

  • Monitor collateral exceptions, perform collateral reconciliations, and resolve discrepancies to maintain portfolio quality.


Job description

Position: Loan Operations Commercial Loans Collateral Specialist
Grade: 10
Department: Loan Operations – Oak Brook Ops Center
Reports To: AVP – Loan Operations Collateral Services Group Lead
Lakeside Bank is seeking a detail-oriented and highly motivated Commercial Loan Collateral Services Specialist to join our Loan Operations team. The ideal candidate will be a self-starter who can work independently with limited supervision while maintaining a high degree of accuracy and professionalism. This position is responsible for protecting the Bank's collateral position by tracking and obtaining trailing collateral documentation, filing and monitoring UCC and mortgage liens, processing lien releases, maintaining collateral records, and ensuring the overall quality and integrity of the commercial loan portfolio. The Specialist will work closely with lending, documentation, loan servicing, compliance, and audit teams to ensure proper lien perfection, regulatory compliance, and adherence to bank policies and procedures. The successful candidate will possess strong analytical and organizational skills, a commitment to accuracy, and a thorough understanding of commercial lending collateral requirements.
Essential Duties and Responsibilities
Collateral Management and Lien Perfection
  • Review boarded commercial loan packages and collateral documentation to ensure the Bank's security interest is properly perfected and in compliance with established policies and procedures.
  • Audit loan files to verify proper lien position and identify missing or deficient collateral documentation.
  • Order, prepare, file, and track UCC Financing Statements, continuations, amendments, terminations, mortgages, assignments, modifications, and other collateral-related documents through approved vendors and governmental agencies.
  • Track and obtain trailing collateral documentation and maintain accurate collateral records.
  • Ensure proper filing and recording of collateral documents for loans closed without title company involvement.
  • Monitor lien expiration dates and take appropriate action to maintain perfected security interests.
Exception Tracking and Portfolio Quality
  • Maintain collateral exception reports and proactively work with lending and loan operations teams to obtain missing documentation and resolve outstanding exceptions.
  • Perform periodic collateral reconciliations between loan systems, collateral records, and supporting documentation.
  • Conduct file audits and research collateral discrepancies and system outages.
  • Remain current on documentation requirements, lien perfection standards, and regulatory requirements to maintain portfolio quality and mitigate risk.
Loan Payoffs and Collateral Releases
  • Research commercial loan relationships to determine collateral securing paid loans and verify cross-collateralization requirements.
  • Prepare full and partial payoff letters and calculate release requirements.
  • Process paid loans and prepare collateral release packages, including mortgage releases, UCC terminations, and other satisfaction documents.
  • Coordinate delivery of release documentation to customers, attorneys, title companies, and recording agencies.
Asset Monitoring and Loan Administration Support
  • Monitor Asset-Based Lending (ABL) reporting requirements, including Borrowing Base Certificates and Accounts Receivable Aging reports.
  • Track insurance coverage requirements, monitor insurance exceptions, and assist with force-place insurance processes when necessary.
  • Monitor flood insurance requirements and related documentation.
  • Assist with the monitoring of real estate tax payments and input tax information into third-party tax service systems.
  • Monitor Letters of Credit, expiration dates, and required amendments to ensure timely customer notification and processing.
Reporting, Compliance, and Audit Support
  • Prepare monthly, quarterly Loan Operations and collateral management reports.
  • Assist with appraisal invoice processing and related general ledger balancing activities.
  • Respond to internal inquiries and perform research to support timely customer service and issue resolution.
  • Assist internal auditors, external auditors, and regulatory examiners by gathering requested documentation and providing research support.
  • Support the development, implementation, and maintenance of collateral management processes and procedures to ensure compliance with regulatory requirements and industry best practices.
Additional Responsibilities
  • Participate in departmental projects, system implementations, and process improvement initiatives.
  • Cross-train within Loan Operations to provide operational support and business continuity.
  • Perform other duties and special projects as assigned.
Qualifications: Candidates for the position must possess a minimum of three years’ experience in Loan Operations/collateral services. Working knowledge of commercial loan documentation, lien perfection requirements, UCC filings, mortgage recordings, and collateral release procedures preferred. Strong understanding of commercial lending practices and collateral administration. Candidate should be detail oriented and possess strong computer skills including a comprehensive knowledge of Microsoft Excel. Team oriented, readily shares information with peers and managers; can teach others; willing to assist wherever needed; works toward team success and goals. Ability to work independently and to prioritize multiple tasks and meet deadlines in a fast paced environment. Lastly, candidates need to have excellent written and verbal communication skills, good figure aptitude and an excellent attendance record.
Benefit Information
Lakeside Bank offers a wide variety of benefit programs for our employees. We offer three Blue Cross Blue Shield medical plans: two PPO plans and one HMO plan. Our PPO dental plans are offered through Principal. The Bank subsidizes a large percentage of the monthly premiums. We also offer vision insurance through Principal VSP. Employees are able to select from single coverage, employee and spouse coverage, employee and child(ren) coverage, or family coverage levels.
The Bank provides Life/AD amp;D, short-term disability, and long-term disability insurance at no cost to the employee. We offer a variety of supplemental ancillary products, such as supplemental life insurance for employees, spouses, and/or children, accident insurance, critical illness insurance, hospital indemnity insurance, and pet insurance. Additional information on each plan can be provided upon request.
Salary Information
This is a non-exempt position. Compensation will be based on background and level of experience. The compensation range is $47,840–$79,040 based on experience.
Lakeside Bank Equal Employment Opportunity Policy:
Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Note: This job description is not intended to be all-inclusive. Employees may perform other related duties as assigned to meet the ongoing needs of the organization.