Also referred to as: Commercial Loan Document Control Associate I, Commercial Loan Document Quality Associate I, Commercial Loan Documentation Specialist I
Requirements and Responsibilities

Commercial Loan Documentation Associate I prepares and reviews commercial loan documentation to ensure accuracy, completeness, and compliance with lending policies and regulatory requirements. Oversees the creation, review, and approval of complex commercial loan documents, including credit agreements, collateral documentation, and legal filings. Being a Commercial Loan Documentation Associate I maintains documentation standards, procedures, and controls to support regulatory compliance and operational efficiency. Reviews documentation workflows, resolves complex documentation issues, and ensures proper record retention and audit readiness. Additionally, Commercial Loan Documentation Associate I establishes and maintains tracking tools to monitor due dates and efficiently pursue outstanding documents or reports. May require a bachelor's degree. Typically reports to a manager. The Commercial Loan Documentation Associate I work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Commercial Loan Documentation Associate I typically requires 0-2 years of related experience.

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