Commercial Loan Administrator (Full Time) - TP Spectrum Building
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include sections only when posting has real specific content. We need to parse content.
The posting includes:
- Position purpose (description)
- Essential Functions And Basic Duties (list of duties)
- Supervisory Responsibilities (none)
- Qualifications (Education/Certification, Experience Required, Skills/Abilities)
- Physical Activities And Requirements Of This Position (talking, hearing, repetitive motion, visual, physical strength)
- Working Conditions
- Mental Activities And Requirements Of This Position (reasoning, mathematics, language ability)
- Schedule: Monday - Friday: 8:00AM - 5:00PM 40 hours
No explicit Pay or Benefits mentioned. So we should not include Pay or Benefits sections.
We need to avoid repeating job title as heading (not present). Also avoid Job ID etc.
We need to remove boilerplate: "External Applicants: Please apply through Prosperity Bank's Career Center...", "Internal Applicants...", "Prosperity Bank is an Equal Opportunity Employer.", also "The above statements describe the general nature..." maybe keep? It's part of description but could be considered boilerplate? It's a generic disclaimer; but it's part of job description. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The EEO line is to be removed. The "The above statements..." maybe not boilerplate but it's a generic disclaimer; but it's not specifically listed to remove. However it's not substantive; but we could keep as part of About the role? Might be considered filler. Safer to keep it as part of About the role? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." The line "The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time." is a standard disclaimer; might be considered boilerplate but not explicitly listed. I'd keep it as part of About the role or Responsibilities? It's more about the job description. Could be placed under About the role.
We need to structure sections:
- About the role: could contain position purpose paragraph.
- Responsibilities: essential functions and basic duties (list). Could be a - .
- Requirements: maybe combine Qualifications (Education/Certification, Experience Required) and Skills/Abilities? But we have separate headings for Qualifications, Skills. The instruction: Use headings for those specific names if content exists. So we can have:
Qualifications
with education/certification and experience.
Skills
with abilities list.
We also have Physical Activities And Requirements -> could be under Requirements? But we have no specific heading for Physical. Could put under Requirements as part of list? Or maybe under Requirements we include education/experience/physical? But better to follow given headings: Qualifications, Skills, Benefits, Pay, Schedule. Physical activities not covered; we could include under Requirements? Not ideal. Could create a custom heading? Not allowed; only those headings allowed. So we must fit content into allowed headings. If content doesn't fit, we may omit? But we must preserve ALL substantive information. So we need to include physical activities somewhere. Perhaps we can put them under Qualifications? Not accurate. Could put under Responsibilities? Not correct. Could put under About the role? Might be okay as part of description.
Similarly Mental Activities could be under About the role or Responsibilities.
Schedule we have explicit schedule; we can create Schedule
with that info.
We must not create Pay/Benefits sections.
Thus sections: About the role, Responsibilities, Qualifications, Skills, Schedule.
We need to ensure we don't create empty sections.
Now extract content:
About the role: POSITION PURPOSE paragraph: "Performs the daily functions associated with the preparation and/or review of commercial loan documents. Funds and boards commercial loans while ensuring compliance with state and federal regulations, and Prosperity Bank policies and procedures. Supports Dallas area lending staff (Commercial, Middle Market, Professional & Entrepreneurial, Commercial Real Estate, Energy, and Business Banking). Interacts with lenders, borrowers, underwriters and credit analysts, Community Banking staff, Underwriting, Information Technology, Compliance, Audit, and other departments as well as outside vendors such as title companies, attorneys, and insurance companies."
Add maybe the disclaimer line? Could add after.
Responsibilities: Essential Functions And Basic Duties list items. Let's list each bullet:
- Maintains a thorough knowledge and understanding of Prosperity policies, procedures, guidelines, and philosophies
- Must be knowledgeable of all aspects of commercial loan documentation, understanding legal entities and loan documents such as Notes, Security Instruments, Loan Agreements, etc.
- Prepares, reviews, and assembles new, renewed, and modified loan documents for commercial and business loan products including secured and unsecured loans, commitments, lines of credit, letters of credit, interim construction, participations/syndications, etc.
- Utilizes LaserPro software to prepare loan documents internally
- Reviews attorney prepared documents prior to funding & boarding to ensure loan stipulations on the Loan Approval and Credit Memorandum are met
- Works with loan officers, borrowers, title companies, and/or attorneys in closing and funding of loans
- Reviews title policies to ensure accurate legal description, loan amount, and acceptable exceptions
- Determines proper loan system coding (product type, collateral codes, call codes, etc.) and boards loans on the core system
- Funds loans accurately and ensures financial transactions balance each day
- Provides top quality service to lenders and lending staff, while meeting service guarantees for documentation processing
- Follows all compliance policies and procedures, OCC rules and regulations, state and federal laws governing responsibility area of lending
- Completes annual compliance testing/training/certification on time
- Performs other duties, tasks and special projects as required, assigned, or directed
We could also include Supervisory Responsibilities: none (maybe omit). Not needed.
Qualifications: Education/Certification: High School graduate, GED or equivalent. Experience Required: Minimum of three years’ current loan administration and/or related work experience.
Skills/Abilities: list:
- Ability to read, interpret, and respond professionally to internal and external customer correspondence.
- Ability to speak effectively and clearly in response to internal and external customer requests and inquiries.
- Ability to calculate figures and amounts such as rates, interest, and percentages.
- Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
- Ability to deal with problems involving several concrete variables in standardized situations.
- Computer literate – knowledge of Microsoft Word and Excel – Fiserv Precision & Director software a plus
- Ability to handle day-to-day tasks with minimal supervision
- Ability to work in fast paced, high volume environment
- Excellent Customer Service Skills
Physical Activities And Requirements: list:
- Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
- Average Hearing: Able to hear average or normal conversations and receive ordinary information.
- Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers.
- Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.
- Physical Strength: Sedentary work; sitting most of the time. Exerts up to 25 lbs. of force occasionally (Almost all office jobs.)
Working Conditions: None: No hazardous or significantly unpleasant conditions (such as in a typical office).
Mental Activities And Requirements:
- Reasoning Ability: Ability to apply logical or scientific thinking to define problems, collect data establish facts and draw conclusions. Able to interpret a variety of technical instructions and can deal with multiple variables.
- Mathematics Ability: Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. Able to perform very simple algebra.
- Language Ability: Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style. Ability to conduct training, communicates at panel discussions, and make professional presentations.
Schedule: Monday - Friday: 8:00AM - 5:00PM 40 hours
We need to embed physical/working/mental somewhere. Could add under Qualifications? Not ideal. Could add under Responsibilities? Not ideal. Could add under About the role as additional paragraphs.
Better: create a section "Requirements" but not allowed heading. Only allowed headings list includes Qualifications, Skills, Benefits, Pay, Schedule. So we cannot add Requirements. So we must fit physical/working/mental into either Qualifications or Skills or About the role or Responsibilities.
Qualifications already about education/experience. Could add physical/working/mental as part of Qualifications? Might be stretching but acceptable to preserve info.
Skills already about abilities. Could add physical/working/mental there as well.
But we need to avoid duplication.
Maybe we can put physical/working/mental under About the role as additional description.
Let's craft About the role to include position purpose plus physical/working/mental and mental activities? That may be too much but okay.
Alternatively, we could create a section "Responsibilities" and include physical/working/mental as part of responsibilities? Not accurate.
Given constraints, I'll put physical/working/mental and mental activities under About the role as extra paragraphs.
Thus About the role will have multiple paragraphs: position purpose, physical activities, working conditions, mental activities.
Now ensure we don't include boilerplate like "External Applicants..." etc.
Now produce HTML:
About the role
Performs the daily functions associated with the preparation and/or review of commercial loan documents. Funds and boards commercial loans while ensuring compliance with state and federal regulations, and Prosperity Bank policies and procedures. Supports Dallas area lending staff (Commercial, Middle Market, Professional & Entrepreneurial, Commercial Real Estate, Energy, and Business Banking). Interacts with lenders, borrowers, underwriters and credit analysts, Community Banking staff, Underwriting, Information Technology, Compliance, Audit, and other departments as well as outside vendors such as title companies, attorneys, and insurance companies.
Physical Activities and Requirements: Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 25 lbs. of force occasionally (Almost all office jobs.).
Working Conditions: None: No hazardous or significantly unpleasant conditions (such as in a typical office).
Mental Activities and Requirements: Reasoning Ability: Ability to apply logical or scientific thinking to define problems, collect data establish facts and draw conclusions. Able to interpret a variety of technical instructions and can deal with multiple variables. Mathematics Ability: Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. Able to perform very simple algebra. Language Ability: Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style. Ability to conduct training, communicates
Qualifications
with education/certification and experience.Skills
with abilities list. We also have Physical Activities And Requirements -> could be under Requirements? But we have no specific heading for Physical. Could put under Requirements as part of list? Or maybe under Requirements we include education/experience/physical? But better to follow given headings: Qualifications, Skills, Benefits, Pay, Schedule. Physical activities not covered; we could include under Requirements? Not ideal. Could create a custom heading? Not allowed; only those headings allowed. So we must fit content into allowed headings. If content doesn't fit, we may omit? But we must preserve ALL substantive information. So we need to include physical activities somewhere. Perhaps we can put them under Qualifications? Not accurate. Could put under Responsibilities? Not correct. Could put under About the role? Might be okay as part of description. Similarly Mental Activities could be under About the role or Responsibilities. Schedule we have explicit schedule; we can createSchedule
with that info. We must not create Pay/Benefits sections. Thus sections: About the role, Responsibilities, Qualifications, Skills, Schedule. We need to ensure we don't create empty sections. Now extract content: About the role: POSITION PURPOSE paragraph: "Performs the daily functions associated with the preparation and/or review of commercial loan documents. Funds and boards commercial loans while ensuring compliance with state and federal regulations, and Prosperity Bank policies and procedures. Supports Dallas area lending staff (Commercial, Middle Market, Professional & Entrepreneurial, Commercial Real Estate, Energy, and Business Banking). Interacts with lenders, borrowers, underwriters and credit analysts, Community Banking staff, Underwriting, Information Technology, Compliance, Audit, and other departments as well as outside vendors such as title companies, attorneys, and insurance companies." Add maybe the disclaimer line? Could add after. Responsibilities: Essential Functions And Basic Duties list items. Let's list each bullet: - Maintains a thorough knowledge and understanding of Prosperity policies, procedures, guidelines, and philosophies - Must be knowledgeable of all aspects of commercial loan documentation, understanding legal entities and loan documents such as Notes, Security Instruments, Loan Agreements, etc. - Prepares, reviews, and assembles new, renewed, and modified loan documents for commercial and business loan products including secured and unsecured loans, commitments, lines of credit, letters of credit, interim construction, participations/syndications, etc. - Utilizes LaserPro software to prepare loan documents internally - Reviews attorney prepared documents prior to funding & boarding to ensure loan stipulations on the Loan Approval and Credit Memorandum are met - Works with loan officers, borrowers, title companies, and/or attorneys in closing and funding of loans - Reviews title policies to ensure accurate legal description, loan amount, and acceptable exceptions - Determines proper loan system coding (product type, collateral codes, call codes, etc.) and boards loans on the core system - Funds loans accurately and ensures financial transactions balance each day - Provides top quality service to lenders and lending staff, while meeting service guarantees for documentation processing - Follows all compliance policies and procedures, OCC rules and regulations, state and federal laws governing responsibility area of lending - Completes annual compliance testing/training/certification on time - Performs other duties, tasks and special projects as required, assigned, or directed We could also include Supervisory Responsibilities: none (maybe omit). Not needed. Qualifications: Education/Certification: High School graduate, GED or equivalent. Experience Required: Minimum of three years’ current loan administration and/or related work experience. Skills/Abilities: list: - Ability to read, interpret, and respond professionally to internal and external customer correspondence. - Ability to speak effectively and clearly in response to internal and external customer requests and inquiries. - Ability to calculate figures and amounts such as rates, interest, and percentages. - Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. - Ability to deal with problems involving several concrete variables in standardized situations. - Computer literate – knowledge of Microsoft Word and Excel – Fiserv Precision & Director software a plus - Ability to handle day-to-day tasks with minimal supervision - Ability to work in fast paced, high volume environment - Excellent Customer Service Skills Physical Activities And Requirements: list: - Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. - Average Hearing: Able to hear average or normal conversations and receive ordinary information. - Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. - Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. - Physical Strength: Sedentary work; sitting most of the time. Exerts up to 25 lbs. of force occasionally (Almost all office jobs.) Working Conditions: None: No hazardous or significantly unpleasant conditions (such as in a typical office). Mental Activities And Requirements: - Reasoning Ability: Ability to apply logical or scientific thinking to define problems, collect data establish facts and draw conclusions. Able to interpret a variety of technical instructions and can deal with multiple variables. - Mathematics Ability: Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. Able to perform very simple algebra. - Language Ability: Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style. Ability to conduct training, communicates at panel discussions, and make professional presentations. Schedule: Monday - Friday: 8:00AM - 5:00PM 40 hours We need to embed physical/working/mental somewhere. Could add under Qualifications? Not ideal. Could add under Responsibilities? Not ideal. Could add under About the role as additional paragraphs. Better: create a section "Requirements" but not allowed heading. Only allowed headings list includes Qualifications, Skills, Benefits, Pay, Schedule. So we cannot add Requirements. So we must fit physical/working/mental into either Qualifications or Skills or About the role or Responsibilities. Qualifications already about education/experience. Could add physical/working/mental as part of Qualifications? Might be stretching but acceptable to preserve info. Skills already about abilities. Could add physical/working/mental there as well. But we need to avoid duplication. Maybe we can put physical/working/mental under About the role as additional description. Let's craft About the role to include position purpose plus physical/working/mental and mental activities? That may be too much but okay. Alternatively, we could create a section "Responsibilities" and include physical/working/mental as part of responsibilities? Not accurate. Given constraints, I'll put physical/working/mental and mental activities under About the role as extra paragraphs. Thus About the role will have multiple paragraphs: position purpose, physical activities, working conditions, mental activities. Now ensure we don't include boilerplate like "External Applicants..." etc. Now produce HTML:About the role
Performs the daily functions associated with the preparation and/or review of commercial loan documents. Funds and boards commercial loans while ensuring compliance with state and federal regulations, and Prosperity Bank policies and procedures. Supports Dallas area lending staff (Commercial, Middle Market, Professional & Entrepreneurial, Commercial Real Estate, Energy, and Business Banking). Interacts with lenders, borrowers, underwriters and credit analysts, Community Banking staff, Underwriting, Information Technology, Compliance, Audit, and other departments as well as outside vendors such as title companies, attorneys, and insurance companies.
Physical Activities and Requirements: Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 25 lbs. of force occasionally (Almost all office jobs.).
Working Conditions: None: No hazardous or significantly unpleasant conditions (such as in a typical office).
Mental Activities and Requirements: Reasoning Ability: Ability to apply logical or scientific thinking to define problems, collect data establish facts and draw conclusions. Able to interpret a variety of technical instructions and can deal with multiple variables. Mathematics Ability: Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. Able to perform very simple algebra. Language Ability: Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style. Ability to conduct training, communicates