Loan Documentation Specialist

Job Duties And Responsibilities

• Prepare documentation for all consumer and small business loans using LaserPro or pre-approved customized documents sets ensuring each loan package accurately reflects the terms and conditions of the credit approval.
• Confirm full compliance with the Bank’s Credit Policy and all applicable regulatory rules and regulations.
• Perform detailed post-closing reviews for consumer and small business documentation to verify that all required documents are received, fully executed and compliant with credit terms.
• Identify, document and report any material deficiencies to ensure accuracy and regulatory adherence.
• Review all due diligence materials associated with each loan transaction to ensure accuracy, completeness, and alignment with approval terms.
• Communicate any missing items, inconsistencies, or deficiencies to the appropriate parties to support timely resolution and maintain compliance throughout the documentation process.
• Provide comprehensive support to all business lending teams by serving as an additional resource for loan documentation and process-related inquiries.
• Ensure accuracy, consistency, and regulatory compliance throughout the documentation lifecycle, contributing to a smoother workflow for customer and internal operational teams.

Physical And Sensory Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Ability to perform filing duties as assigned.
• Potenial On-the-job-risks: None identified.

Education, Training And Experience

• 1-3 years of experience and knowledge of consumer and small business loan documentation.
• Experience using documentation software (LaserPro) preferred.
• Demonstrate friendly, positive attitude, self-motivator.
• Strong interpersonal skills and communicates clearly and professionally.
• Excellent customer service and client relations skills.
• Above average organizational and time management skills.
• Strong attention to detail and problem-solving skill.
• Ability to follow procedures and multi-task with a degree of versatility and flexibility.
• Intermediate knowledge and skills in the Microsoft Office Suite.

Benefits

Commensurate with experience.

Pay

TBD

Schedule

Hybrid Position*

Qualifications

None specified

Skills

Not specified

Company Information

Firstrust Bank is an Equal Opportunity Employer. Firstrust Bank provides equal employment opportunity without regard to race, color, creed, sex (including pregnancy), age, gender, (including gender nonconformity and status as a transgender or transsexual individual), physical or mental disability, religion, national origin, genetics, marital status, veteran’s status, ancestry, citizenship, sexual orientation, or other characteristics protected by applicable law. This policy applies to all areas of employment, including, without limitation, recruitment, hiring, training and development, promotion, transfer, termination, compensation, benefits, and all other conditions and privileges of employment in accordance with applicable federal, state and local laws.

Contact Information

To apply for this position, please email Firstrust Bank Human Resources Department at HResources@firstrust.com. Include your full name, best way to reach you, and the accommodation needed to assist with the application process. Firstrust provides reasonable accommodations so that disabled individuals may participate in the application and selection process. Please state your reasonable accommodation request for assistance in your message. Only reasonable accommodation requests related to applying for a specific position within Firstrust will be reviewed at the email address and phone number supplied. Please advise Firstrust of any accommodation you require to express an interest in a specific opening by emailing or calling: reasonableaccomdations@firstrust.com or 215-728-8265.