Loan Documentation Specialist

Responsibilities

• Works closely with lenders and other bank staff members.
• Prepares loan documentation for delivery to the lender or loan assistant for closing various types of loans.
• Possesses thorough knowledge of all bank products and services.
• Fully understands and adheres to all federal and state laws and bank policies.
• Communicates effectively with lenders and staff, even in difficult situations.
• Maintains a pleasant customer‑service attitude.
• Demonstrates willingness to be a team player.

Education and Experience

• Graduation from high school or equivalent GED required; some college or post‑graduate technical training preferred.
• Minimum of 2 years work experience requiring customer service skills required, or a minimum of one year work experience in the banking industry preferred.
• Education may be substituted for experience.