Loan Documentation Specialist II
Bank of Bird-in-Hand · Paradise, PA · 2 mo ago
FinanceFull-time
Responsibilities
- Review Credit Presentation Summary, Credit Quest Memos, and Closing Request Form.
- Review property search or preliminary title for accuracy of ownership of collateral and lien information.
- Prepare closing documents in *LaserPro*.
- Prepare documentation for loans with alternate payment schedules.
- Communicate with outside vendors, including but not limited to settlement agents and title companies, insurance agents, attorneys, and property search vendors.
- Assist with training new employees or employees being promoted to level II, on real estate and title insured real estate loans.
- Maintain a Loans in Process spreadsheet for loan tracking.
Qualifications
- High School Diploma
- Five or more years of experience in preparing commercial loan documentation.
- Strong Attention to Detail
Preferred Skills
- Familiarity with CreditQuest, LaserPro, or similar loan documentation system
Benefits
- Competitive Medical, Dental, Vision Coverage
- 401(k) Retirement Plan with 4% Match
- Company Paid Life, STD, and LTD
- Health Savings Account (HSA) & Flexible Spending Account (FSA) options
- Paid Time Off (PTO), Volunteer Time Off (VTO), and Birthday PTO
- 12 Paid Holidays
- Tuition Reimbursement
- Company Events and Picnics