Loan Specialist I - Due Diligence

Duties and Responsibilities

• Review submitted pre-closing nCino Doc Prep Memo and documentation to ensure all documents necessary to process the loan have been received and address all outstanding exceptions
• Review and clear existing collateral exceptions on renewal loans prior to releasing docs
• Ensure all loan requests include proper approval to include aggregate debt, floors and fee waiver approvals
• Review in-house loan documentation for commercial, consumer and real estate loans in accordance with Bank policy and regulatory requirements within 12 hours of receipt of completed supporting documentation package
• Ensure all internal systems nCino, Footprints, etc. are updated in a timely manner
• Upon satisfactory documentation review completion of loan package, submit to Doc Prep for review
• Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies

Minimum Qualifications

• High school diploma or equivalent
• One (1) or more years of related experience
• Commercial and consumer loan documentation experience to include knowledge of collateral perfection and related regulations
• Experience working with no supervision while performing duties
• Excellent organizational and time management skills, as demonstrated by experience meeting deadlines
• Experience working with Microsoft Word and Excel

Physical Requirements and Environmental Conditions

• Sitting at a desk or workstation for long periods of time
• Occasionally lifting and/or moving materials that weigh 1 to 25 pounds
• Frequently typing using a keyboard and/or calculator
• Normal office environment with constant comfortable temperatures and exposure to low noise level (e.g., faxes, phones, printers, etc.)