Commercial Loan Documentation Specialist (Remote - CA, OR, WA, ID)

About the role

Perform all functions relating to documenting non-complex commercial loans utilizing LaserPro in accordance with the terms and conditions of credit approval, bank's policy and procedures, and within internal guidelines and established service level standards.

Responsibilities

• Prepare loan documentation for all commercial loan types including but not limited to commercial real estate, lines of credit, aircraft, preferred mortgages, SBA (7a), Express & 504’s for new loans, renewals, and modifications.
• Ensure loan documents are prepared in accordance with the terms and conditions per the credit approval and in compliance with regulatory requirements as related to local, state, and federal guidelines.
• Responsible for ensuring work is completed on time and accurately by planning, coordinating, and monitoring daily activities.
• Act as an escalation point for team members to resolve documentation-related issues.
• Responsible for communicating with underwriters, loan officers, and branch staff for any additional information needed to prepare loan documents.
• Assist with training team members on aspects of Loan Documentation including the use of software and/or templates utilized for departmental loan documentation requests.
• Responsible for participating in required training on pertinent compliance laws and regulations as required by Banner Bank.

Requirements

• High School Diploma or General Education (Required).
• 0 to 2 years of experience with loan documents, preferably including complex documents (Required).

Skills

• Knowledge of all aspects of commercial non-complex loans, departmental functions, loan database software, and Microsoft Office.
• Understanding of loan documentation structure requirements with the ability to review credit approvals, organizational documents, and other due diligence-related documents to ensure adherence with bank’s lending policy/procedures and regulatory requirements.
• Excellent customer service and interpersonal skills with the ability to write clearly and informatively, editing for spelling, grammar, and accuracy.
• Proven detail-oriented with excellent organizational skills and the ability to handle multiple priorities simultaneously.
• Ability to efficiently organize heavy workloads in a deadline-driven environment with frequent changes in priorities and an emphasis on customer service and teamwork.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, and diagram form.
• Ability to deal with problems involving several concrete variables in standardized situations.

Benefits

Review Banner Bank's employee benefits at: Employee Benefits | Banner Bank.