Senior Document Services Specialist

Flexible location within the SE United States.

Job Summary

Perform all functions required to prepare the appropriate commercial loan documents in accordance with Bank policies, procedures and regulatory compliance based on borrowing entity, purpose of proceeds and collateral securing the loan. Work closely with bank counsel on complex commercial transactions that involve collateral such as aircraft loans, transportation loans, leases as well as SBA loans. Prepare Letters of Credit, subordination and/or assignment documents and all related documentation. Obtain and review information in conjunction with the preparation of loan documents, such as ordering appraisals, title searches or policies, etc. Coordinate information and closings with loan officers and/or closing agents. Implicit to the role is being a collaborative team player with strong relationship management, customer service and communication skills. Ability to work in a fast paced, deadline driven environment while delivering highest levels of customer service.

Responsibilities

• Prepare loan documentation for commercial loans in‑house and work with bank counsel on complex transactions involving aircraft, transportation, leases, and SBA loans.
• Prepare requests in accordance with loan approval, Bank policies and regulatory compliance.
• Obtain and review all due‑diligence information required for loan documents, including title searches, UCC searches, corporate record searches, surveys and flood certifications.
• Ensure loan approval conditions are cleared and documented prior to closing.
• Coordinate information and closings with loan officers, closing agents, attorneys and borrowers.
• Support a quality partnership with Lending and Branch personnel to deliver superior customer service.
• Meet processing production goals within established error‑ratio guidelines.
• Meet Service Level Agreements for the Document Services Department to consistently deliver high‑level customer service.
• Ensure adherence to AML/BSA requirements, operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements.

Requirements

• High school graduate; some college preferred.
• 8+ years of commercial processing experience.
• LaserPro software experience preferred.
• Familiarity with lending‑related regulatory compliance preferred.
• Knowledge of general ledger entries preferred.
• Typing speed of at least 40 words per minute.
• Strong PC skills including Microsoft Word, Excel, and Outlook.
• Detail‑oriented with excellent organization and communication skills.
• Ability to work well under pressure and effectively multi‑task in a deadline‑driven environment.