Loan Documentation Specialist

Firstrust Bank recognizes leadership potential and invests in employee growth through great benefits, performance-based pay, and meaningful roles with resources for success. Employees are expected to deliver exemplary customer service while upholding the bank’s values of honesty, integrity, and accountability.

About the role

This hybrid position involves preparing and reviewing small business and consumer loan documentation packages using LaserPro software. The role ensures all documentation complies with approved credit terms and federal/state regulatory requirements. Responsibilities include verifying due-diligence materials, performing post-closing reviews, identifying deficiencies, and supporting corrective actions to maintain compliance and data integrity.

Responsibilities

• Prepare documentation for small business and consumer loans using LaserPro or pre-approved customized document sets, ensuring accuracy with credit approval terms.
• Confirm compliance with the Bank’s Credit Policy and all applicable regulatory rules and regulations.
• Perform detailed post-closing reviews to verify all required documents are received, fully executed, and compliant with credit terms.
• Identify, document, and report material deficiencies to ensure accuracy and regulatory adherence.
• Review due diligence materials for accuracy, completeness, and alignment with approval terms; communicate inconsistencies or missing items for timely resolution.
• Provide support to business lending teams as a resource for loan documentation and process-related inquiries, ensuring regulatory compliance throughout the documentation lifecycle.
• Assist in developing new business for Firstrust by identifying customer/prospect needs and suggesting appropriate services.
• Direct customers to the appropriate personnel to establish business relationships.
• Perform other duties as assigned.

Requirements

• 1-3 years of experience with small business and consumer loan documentation.
• Experience using documentation software (LaserPro preferred).
• Friendly, positive attitude; self-motivated.
• Strong interpersonal skills with clear and professional communication.
• Excellent customer service and client relations skills.
• Above-average organizational and time management skills.
• Strong attention to detail and problem-solving abilities.
• Ability to follow procedures, multitask, and adapt with versatility and flexibility.
• Intermediate knowledge and skills in the Microsoft Office Suite.

Physical and Sensory Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Ability to perform filing duties as assigned.