Loan Documentation Specialist

We need to produce HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We have Pay Range: $19.36 - $25.81. So we need a Pay section with that content. We have responsibilities: tasks performed percentages. So we can have Responsibilities section with list of duties. We have Education and Experience: High School Diploma or GED required, Associates Degree preferred, Professional or customer service experience preferred. That's qualifications/requirements. We have Skills and Abilities: list. We have Unique Job Requirements & Characteristics: Ability to deliver high quality work..., Ability and willingness to learn new skills. We have Physical Requirements: Communicate effectively..., Stationary 75%..., Move Objects to Maximum 10 lbs. We have Benefits: detailed list for full-time and part-time. So Benefits section. We have "Why Work at NBT" etc: that's more about culture, but not requested sections; we could maybe include as About the role? Actually "About the role" could be the initial description: "The Loan Documentation team at NBT is responsible for preparing, reviewing, and ensuring accuracy and compliance for loans across the bank’s lines of business. The Loan Documentation Specialist I is responsible for performing moderately complex review of post approval documentation to analyze adherence to loan approval, loan policy and procedure including construction advance monitoring, collateral perfection and insurance requirements. Requiring considerable knowledge of loan policies and practices, the incumbent performs specific review of documents and identifies appropriate exceptions. Analyze information, comprehend standardized loan documentation and structure, and make processing decisions based on established procedures and guidelines. Activities directly impact customer accounts, bank reporting, and risk mitigation. May prepare reports and furnish information to authorized persons within and external to the bank. Provides guidance to all levels of employees regarding policies and procedures as they pertain to tasks performed." That's about the role. We also have "Why Work at NBT" etc: could be considered as Benefits? Actually it's more about culture, but we don't have a specific heading for culture; we could include as "About the role" maybe but it's separate. The instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can include About the role, Responsibilities, Requirements (maybe combine Education and Experience), Qualifications (maybe Skills), Benefits, Pay. We should not create Schedule unless present; not present. We must not repeat job title as heading. No Job ID etc. We must remove boilerplate: cookie/navigation/legal/EEO etc. At end there is "Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time." That's legal/EEO? It's work authorization; might be considered boilerplate but it's a requirement. Might be considered part of Requirements? It's a legal requirement; but it's not about qualifications. Might be considered boilerplate; but it's a specific requirement. However instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This line is about work authorization; could be considered legal. I'd remove it. Also "Physical Requirements" maybe not a standard heading but we could include under Requirements or as its own section? Not in the list but we could include as Requirements? The instruction says use those headings as examples; we can also add others if needed? It says "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but suggests those. Safer to stick to those. Physical requirements could be placed under Requirements or maybe under Qualifications? Probably under Requirements. We need to preserve all substantive information. So we need to include physical requirements somewhere. We could create a section "Requirements" that includes Education and Experience, Physical Requirements, and maybe Unique Job Requirements & Characteristics. We could also have a separate "Qualifications" for Skills and Abilities. Let's structure:

About the role

... description ...

Responsibilities

• 50% Perform review of business banking, SBA and other bank documented loans ensuring accuracy and meeting requirements of loan approval and policy. This will include reporting any exceptions to the appropriate parties and escalation of potential risk, and resolution of exception items.
• 15% Provide support to internal and/or external customers, cross train on other team duties as assigned and provide coverage for other team duties as required.
• 15% Maintain proficient knowledge of, and demonstrate ongoing compliance with, all laws and regulations applicable to this position. Adhere to policies, procedures, and internal controls. Ongoing focus on risk and fraud mitigation.
• 10% Uphold service level standards under normal conditions.
• 5% Assist with employee training and onboarding
• 5% Other duties as assigned

Requirements

• High School Diploma or GED required
• Associates Degree preferred
• Professional or customer service experience preferred
• Ability to follow procedures, interrogate data required, and identify and communicate risks
• Basic organizational skills required
• Good communication skills (written and oral) required
• Strong reading and comprehension skills required
• Basic computer skills required
• Basic accounting skills preferred
• Ability to deliver high quality work in a friendly and fast paced environment
• Ability and willingness to learn new skills
• Physical Requirements: Communicate effectively with internal and/or external customers; Stationary 75% of time or greater; Move Objects to Maximum 10 lbs

But we also have Skills and Abilities separate; we could put them under Skills section. Better: Requirements = Education/Experience; Skills = Skills and Abilities; Qualifications maybe not needed. But we have both Requirements and Qualifications as examples. We could treat Requirements as Education/Experience, Qualifications as Skills and Abilities. However we also have Unique Job Requirements & Characteristics which could go under Requirements or Qualifications. Let's decide: - About the role: description. - Responsibilities: tasks performed. - Requirements: Education and Experience (High School Diploma or GED required, Associates Degree preferred, Professional or customer service experience preferred). - Qualifications: Skills and Abilities list (Ability to follow procedures, ... Basic accounting skills preferred). - Benefits: Benefits for Full-Time Employees and Part-Time Employees. - Pay: Pay Range. We also need to include Physical Requirements and Unique Job Requirements & Characteristics somewhere. Could be under Requirements or Qualifications. Perhaps under Requirements as additional requirements. Let's put Physical Requirements under Requirements as a bullet. Unique Job Requirements & Characteristics also under Requirements. Thus Requirements bullet list includes education/experience, physical, unique characteristics. Qualifications bullet list includes skills and abilities. Now Benefits: we need to include all benefits details. Could be a

with items. We must not include boilerplate like "Why Work at NBT" etc. That's not in the prescribed headings; we could omit it. It's substantive but not under any heading; but we could incorporate into About the role? It's about culture, not role. Might be considered extra but we can drop as it's not under headings. However instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. So we need to keep that info somewhere. Could we add a section "Culture" or "Why Work at NBT"? Not in the list but we could add as

About NBT

maybe. The instruction says use those headings as examples, not exclusive. So we can add a section for that info. Safer to include a section like "About NBT" to preserve that info. Similarly "Business Stability" etc. Could be part of About NBT. Thus we will have sections: About the role, Responsibilities, Requirements, Qualifications, Benefits, Pay, About NBT (or Culture). We'll avoid Schedule. Now produce HTML fragment. Make sure no extra text outside HTML. Let's craft. About the role paragraph: combine the two paragraphs about loan documentation team and responsibilities description. We'll include:

The Loan Documentation team at NBT is responsible for preparing, reviewing, and ensuring accuracy and compliance for loans across the bank’s lines of business. The Loan Documentation Specialist I is responsible for performing moderately complex review of post approval documentation to analyze adherence to loan approval, loan policy and procedure including construction advance monitoring, collateral perfection and insurance requirements. Requiring considerable knowledge of loan policies and practices, the incumbent performs specific review of documents and identifies appropriate exceptions. Analyze information, comprehend standardized loan documentation and structure, and make processing decisions based on established procedures and guidelines. Activities directly impact customer accounts, bank reporting, and risk mitigation. May prepare reports and furnish information to authorized persons within and external to the bank. Provides guidance to all levels of employees regarding policies and procedures as they pertain to tasks performed.

Responsibilities: as above. Requirements: bullet list. Qualifications: bullet list. Benefits: we need to include both full-time and part-time benefits. Could be a
with items; but we need to differentiate? Could just list all benefits; but we need to preserve details. We'll list as bullet points, maybe grouping. We'll include:
• 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 your salary.
• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
• Dental and Vision Coverage: Ensuring your overall health and well-being.
• Flexible Spending Accounts: For healthcare and dependent care expenses.
• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
• Voluntary Benefits: Including hospital, accident, and critical illness coverage.
• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
• Adoption Assistance: Supporting your growing family.
• Tuition Reimbursement: Invest in your education and career growth.
• Employee Assistance Program (EAP): Access to support and resources.
• Pet Insurance: For all your furry friends.
• Financial and Banking Services: Various 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 (hospital, accident, critical illness), Generous Parental Leave (six weeks paid at 100% salary).
• Benefits for All Part-Time Employees: Retirement Plans (401(k) with employer matching, optional Roth 401(k), 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.
Pay:

Pay Range: $19.36 - $25.81

About NBT: combine the "Why Work at NBT", "Wellbeing", "Community Involvement", "Culture", "Career Development", "Total Rewards", "Business Stability". We'll produce a paragraph summarizing. Let's craft:

At NBT