Commercial Documentation Analyst

Lake City Bank • Warsaw, IN

8d • $46,000 - $47,500 • Onsite

About The Position

The Commercial Documentation Analyst prepares and reviews commercial loan and collateral documentation in accordance with approved loan structures. The role selects appropriate documents based on loan type, collateral, and approval terms after authorization is received, and ensures documents reflect approved terms and comply with internal standards, procedures, and applicable regulatory requirements. The analyst verifies loan setup and booking information and reviews files and documentation packets for completeness and potential technical or policy exceptions before imaging or final processing.

This is an in-person position in Warsaw, Indiana, and is not eligible for remote work. The stated schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m., with flexibility to work 7:00 a.m. to 4:00 p.m. on assigned days.

Requirements

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

Nice To Haves

• Paralegal experience or quality control experience.

Responsibilities

• Prepare and review commercial loan documentation, including notes, collateral agreements, guarantees, and related instruments, according to approved loan structures.
• Select appropriate documentation based on loan type, collateral, and approval terms after receiving authorization from the appropriate authority.
• Ensure documentation reflects approved loan terms and follows established documentation standards, internal procedures, and applicable regulatory requirements, using credit approvals and loan presentations as references.
• Verify loan setup and booking details, including amounts, rates, terms, dates, payment structures, and coding.
• Review loan files and documentation packets for completeness and potential technical or policy exceptions before imaging or final processing.

What This Job Offers

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