Loan Documentation Quality Specialist

About the role

The Loan Documentation Quality Specialist oversees the quality, accuracy, completeness, and compliance of loan documentation throughout the commercial loan closing process. This includes conducting pre‑reviews of attorney‑prepared commercial loan documentation to ensure alignment with approved credit terms, bank policy, system capabilities, and regulatory requirements; serving as the primary liaison with external attorneys, internal general counsel, and Commercial & Credit Administration teams to resolve discrepancies; preparing and analyzing reports; monitoring compliance with internal standards and regulatory expectations; partnering with internal stakeholders to support efficient loan closings, maintain quality standards, identify recurring issues, influence best practices, and maintain consistency. The role also manages bank‑approved attorneys, develops and maintains standardized legal language for approved external counsel, and leads development and testing of enhancements and upgrades to documentation and origination systems.

Responsibilities

• 50% – Conduct detailed pre‑reviews of all attorney‑prepared commercial loan documentation to ensure accuracy, completeness, compliance with credit approval, commitment terms, bank policy, and regulatory requirements; analyze documentation for discrepancies, omissions, inconsistencies, or exceptions and document findings.
• 30% – Serve as the primary point of contact with external attorneys regarding document issues; communicate identified discrepancies and required corrections, monitor outstanding items, and facilitate timely resolution; review all corrected and revised documentation received from attorneys to verify requested changes have been properly incorporated and confirm final documentation reflects approved loan structure and meets quality, legal, and compliance standards prior to execution.
• 10% – Identify recurring documentation issues, generate quality‑control reporting, and provide recommendations for process improvements in collaboration with Legal Counsel, Relationship Managers, Commercial Loan Administrators, and Credit Administration; support training initiatives for team members and business partners.
• 5% – Maintain advanced knowledge of and demonstrate ongoing compliance with all applicable laws and regulations; adhere to policies, procedures, and internal controls; maintain an ongoing focus on risk and fraud mitigation.
• 5% – Perform other duties as assigned.

Requirements

Education and Experience: Bachelor’s degree in a Business‑related field, or equivalent combination of education and experience required. Minimum 5 years of experience in Commercial Loan Documentation, Commercial Loan Administration, Loan Processing, Quality Control, or related commercial lending environment preferred. Legal or Paralegal experience preferred.

Physical Requirements: Communicate effectively with internal and/or external customers; stationary 75% of the time or greater; move objects maximum 10 lbs.

Unique Job Requirements & Characteristics: Ability to deliver high‑quality work in a friendly and fast‑paced environment; ability and willingness to learn new skills; may occasionally be required to work outside of normal business hours, including evenings or weekends.

Skills

• Credit experience, with Credit Policy knowledge desirable.
• Strong knowledge of commercial lending policies, procedures, and regulatory requirements.
• Proven ability to review and interpret complex commercial loan documentation with a high degree of accuracy.
• Excellent analytical, problem‑solving, and risk assessment skills.
• Strong verbal and written communication skills, including the ability to effectively interact with attorneys and internal business partners.
• Exceptional attention to detail and quality‑control focus.
• Strong organizational and time management skills with the ability to manage multiple priorities in a fast‑paced environment.
• Proficiency in Microsoft Office applications, including Word and Excel.
• Experience with LaserPro, nCino, Nautilus, FiServ, or similar commercial lending and documentation systems preferred.
• Knowledge of UCC and Mortgage filing and satisfaction requirements.

Benefits

Benefits for Full‑Time Employees: Generous Paid Time Off – at least 22 days annually, prorated in the year of hire; Parental Leave – six weeks of paid leave at 100% of salary; Comprehensive Medical Coverage – includes employer contributions to HSA for High Deductible Health Plan participants; Dental and Vision Coverage; Flexible Spending Accounts for healthcare and dependent care expenses; Employer‑Paid Disability Coverage (short‑term and long‑term, with option to purchase additional long‑term coverage); Life Insurance – employer‑paid basic life insurance, with option to purchase supplemental coverage; Voluntary Benefits – including hospital, accident, and critical illness coverage; Retirement Plans – 401(k) plan with employer matching, optional Roth 401(k), and pension plan; Adoption Assistance; Tuition Reimbursement; Employee Assistance Program (EAP); Pet Insurance; Financial and Banking Services benefits and financial planning assistance.

Benefits for Part‑Time Employees Working 20+ Hours/Week: Medical Coverage – includes employer contributions to HSA for High Deductible Health Plan participants; Dental and Vision Coverage; Voluntary Benefits – including hospital, accident, and critical illness coverage; Generous Parental Leave – six weeks of paid leave at 100% of salary.

Benefits for All Part‑Time Employees: Retirement Plans – 401(k) plan with employer matching, optional Roth 401(k), and pension plan for employees who work at least 1,000 hours in a calendar year; Paid Sick and Safe Leave; Employee Assistance Program (EAP); Financial and Banking Services benefits and financial planning assistance.

Pay

Pay Range: $33.87 - $45.16