Also referred to as:
Commercial Loan Document Control Associate III, Commercial Loan Document Quality Associate III, Commercial Loan Documentation Specialist III
Requirements and Responsibilities
Commercial Loan Documentation Associate III 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 III 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 III 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 III work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Commercial Loan Documentation Associate III typically requires 4-7 years of related experience.
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