Loan Documentation Specialist I - Booking & Maintenance

About the role

The Loan Documentation Specialist is responsible for booking loans, performing loan maintenance, and balancing specific general ledger and fee accounts. He/she provides clerical support for all lending activities and provides high quality and professional service to lending personnel.

Qualifications

• Must be at least 18 years old
• A high school diploma or GED is required
• Experience in a financial environment is helpful, particularly in a commercial and consumer loan setting
• Basic knowledge of commercial and consumer loan services and procedures is preferred
• Familiarity with general loan documentation is helpful
• Accurate and attentive to detail
• Well organized
• Good typing skills
• Willing and able to help others
• Able to use a computer, adding machine, copy machine, and basic business equipment
• Able to get along well with coworkers

Responsibilities

• Handle all loans that are paid off; researches loans to verify collateral is not cross-collateralized with other loans; requests approval from the lender to release collateral; and releases vehicle titles, UCC filings, and Deeds of Trust when applicable
• Amends UCC filings that have come up for continuation, verifies with lender that filings need to be updated, and tracks all filings to the Premier system
• Reviews denials for completeness and verifies that denials are processed following the Bank policies and procedures
• Completes all loan non-posted items and, if unable to resolve in the department, communicates with the branches so they can determine the resolution
• Balances the following general ledger accounts and clears them when applicable: branch clearings, department transit account, and all fees in process
• Assists in balancing the credit life general ledger accounts
• Ensures that customers' requests and questions are promptly resolved
• Maintains and projects the Bank's professional reputation
• Serves as a representative for D.L. Evans Bank in the community
• Completes special projects as assigned

Company Description

D.L. Evans Bank is a community bank founded in 1904. We provide premier banking services to the residents of Southern Idaho and Northern Utah while fostering a working environment for our employees dedicated to teamwork and excellent customer service. If you are a dynamic and customer-driven individual, whether an experienced banker or just beginning your career, we encourage you to apply. D.L. Evans Bank is an Equal Opportunity Employer – veterans/individuals with disabilities. VEVRAA Federal Contractor. EOE/AA/Vets/IWD.

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• FSA
• 401(k)
• Employee Stock Ownership Plan
• Paid Vacation
• Sick Time
• Life Insurance
• Long-term Disability Insurance