Documentation & Loan Specialist II

Key Accountabilities

• Reviews loan approval to ensure compliance with bank policy and to ensure all risks are mitigated.
• Performs various searches prior to closing to ensure Bank’s collateral position and validity of borrower name.
• Ensures US Patriot Act, Regulation B and Flood pre-closing requirements are met.

Responsibilities

• Reviews attorney prepared loan documents to ensure they conform with loan approval and commitment letter. Coordinates any necessary changes prior to closing.
• Affords primary liaison with bank counsel and Commercial Relationship Manager.
• Affords support in loan closings, supports funding and management of fees prior to and at closing.
• Reviews loan documents following the loan closing for completeness and identifies any loan exceptions. Books loan in FIS system. Images loan documents in IS View and sends to safekeeping. Enters loan exceptions, loan policy exceptions, financial covenants and financial statement requirements in Baker Hill for tracking.
• Affords ongoing support of the DLS team.

Qualifications

• Provides follow-up reporting of loan exceptions, reconciliation of Accounts Receivable for pre-closing expenses, and completion of compliance tests in Archer system.

Skills & Knowledge

• Proficient with Microsoft Office, Word, and Excel and the Internet.
• Strong verbal/written communication skills.
• Strong organizational skills.
• Attention to Detail.

Pay

Salary range: $21.55 - $36.63

Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.

Schedule

Not specified

Benefits

Not specified

Beacon Bank is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.