Commercial Loan Documentation Specialist

Responsibilities

• Prepare and review loan documents in accordance with Bank policies and procedures while staying in compliance with regulatory requirements, including CRA, HMDA, OFAC, Flood, Patriot Act, Regulations B, O, U and Z, appraisal, environmental and beneficial ownership
• Manage individual workflow through the Bank’s loan management system to determine timing, documentation parameters and required contents of the final loan package for closing
• Collaborate with the Loan Operations Team Lead and Manager on deal structure, supporting documentation and questions on additional items needed to prepare documents
• Collaborate with the Loan Coordination team on sending and receiving complete loan closing packages
• Openly communicate with Loan Operations, Loan Coordination and Relationship Managers on missing or additional items needed to finalize a loan closing
• Work in Laser Pro, the bank’s core system for research purposes and the workflow system used for queue assignments and individual deal flow for documentation prep
• File or record necessary collateral documents to perfect the bank’s security interest
• Create and manage outstanding documentation ticklers utilizing the Bank’s workflow system
• Maintain a high level of accuracy in indexing and/or reviewing daily work processes and closed loans in the Bank’s imaging system
• Meet established turnaround times while maintaining a high level of accuracy

Qualifications and Skills

• 2+ years’ experience in commercial loan operations
• A high school diploma or equivalent required; an associate or bachelor’s degree preferred
• Experience with Laser Pro a plus
• Detail oriented and highly organized
• Able to multi-task and prioritize to meet deadlines
• Able to work both independently and as an integral part of a team
• Quickly and proficiently comprehend new information
• Able to focus on key priorities and thrive in a complex and ever-changing environment
• Strong work ethic
• Stable under pressure or stress
• Willingness to learn and contribute to company’s financial growth and profitability

Employee Benefits

• Competitive salary with bonus
• Medical, dental, and vision insurance
• 401k Plan + Employer Match
• Tuition Reimbursement
• Employee charitable giving support
• Company-paid parking