Commercial Documentation Analyst

Lake City Bank • Warsaw, IN

8d • $46,000 - $47,500 • Onsite

About The Position

Are you detail-oriented and interested in preparing loan and collateral documentation for commercial lending? Do you want to work for a company that cares about your future? As a Commercial Documentation Analyst in Warsaw, IN, you will function as a specialist to prepare and review commercial loan documentation, including notes, collateral agreements, guarantees, and related instruments, in accordance with approved loan structures. You will select appropriate documentation based on loan type, collateral, and approval terms once authorization is received from the appropriate authority. Ensure documentation reflects approved loan terms and follows established loan documentation standards, internal procedures, and applicable regulatory requirements by referencing credit approvals and loan presentations. Verify accuracy of loan setup and booking information, including but not limited to amounts, rates, terms, dates, payment structures, and coding. Review loan files and documentation packets for completeness and potential technical or policy exceptions prior to imaging or final processing.

Requirements

• Associate or bachelor’s degree in a field demonstrating strength of reading and analytical skills; or equivalent work experience.
• Working knowledge of commercial loans, mortgages line of credit and bank accounting transactions to assist officers as applies to documentation, collateral, and billing problems.
• Personal computer competency with emphasis on Microsoft Word, Excel, and Outlook.

Nice To Haves

• Paralegal experience or quality control experience preferred.

Responsibilities

• Prepare and review commercial loan documentation, including notes, collateral agreements, guarantees, and related instruments, in accordance with approved loan structures.
• Select appropriate documentation based on loan type, collateral, and approval terms once authorization is received from the appropriate authority.
• Ensure documentation reflects approved loan terms and follows established loan documentation standards, internal procedures, and applicable regulatory requirements by referencing credit approvals and loan presentations.
• Verify accuracy of loan setup and booking information, including but not limited to amounts, rates, terms, dates, payment structures, and coding.
• Review loan files and documentation packets for completeness and potential technical or policy exceptions prior to imaging or final processing.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree