Loan Documentation Specialist

The Loan Documentation Specialist provides exceptional service to our customers. This role is mostly CRE, some C & I, but no consumer loans or mortgages. The person in this role must be able to:

• Demonstrate technical proficiency with loan documentation software
• Possess comprehensive understanding of loan terminology and loan structure
• Possess appropriate knowledge of legal entity structure and ownership (e.g., corporations, LLCs and land trusts)
• Possess solid understanding of the requirements and methods of perfecting a security lien
• Demonstrate proficiency in mortgage title insurance, including, but not limited to: policy endorsements, clearing title exceptions, and coordinating title company closings
• Possess advanced understanding of UCC laws as demonstrated by the ability to perform accurate searches and precise filings
• Possess adequate understanding of the core processing system as demonstrated by the ability to accurately book/board loans and perform loan maintenance
• Possess experience with set up and service of real estate tax escrow, including escrow analysis
• Possess a solid understanding of real estate and equipment appraisals, hazard insurance and flood insurance as it pertains to loan collateral
• Demonstrate technical proficiency with traditional application software programs (spreadsheet, word processing, database, and scheduling) to perform required daily tasks
• Manage time effectively, prioritize work appropriately, and consistently meet deadlines
• Produce professional and articulate written correspondence
• Protect the Bank and its customers by maintaining a high level of security awareness
• Take the initiative to follow-up, escalate, or seek additional resources to ensure customer satisfaction in a timely manner
• Take accountability and ownership for the accuracy and quality of work
• Understand and adhere to all established company policies and regulatory requirements
• Complete all required bank training and adapt concepts and procedures
• Maintain a professional image with a clean and uncluttered work area and organized loan files

Competencies

1. Intermediate LaserPro experience

2. Primarily CRE loans, some C & I experience

3. Critical thinking

4. Strong verbal and written communications

5. Attention to detail

6. Flexibility

Required Education and Experience

• 3-5 years of experience in loan documentation
• Laser Pro
• Recent experience or formal training in consumer loan regulations including TRID
• Proficiency in office software
• Professional demeanor
• Ability to work independently and be part of a team

Benefits:

• 401(k)
• Employee assistance program
• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Paid time off

Experience:

• loan documentation: 3 years (Required)
• Laser Pro: 1 year (Required)
• commercial mtgs, CRE, C&I, also SBA 7A or 504 exp a plus: 2 years (Required)

Job Type: Full-time

Pay: $60,000.00 - $72,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Physical setting:

• Office

Schedule:

• Monday to Friday

Work Location: In person

Salary : $60,000 - $72,000