Commercial Loan Documentation Specialist

Pima Federal Credit Union • Phoenix, AZ

2d

About The Position

Commercial Loan Documentation Specialist Pima Federal Credit Union is looking to hire a full-time Commercial Loan Documentation Specialist . Do you have a strong work ethic, a positive outlook, and share in the credit union philosophy of "people helping people"? Do you have experience with commercial loan documentation and are interested in building your career with a stable, growing, and respected financial institution that offers opportunities for professional growth and advancement? Do you enjoy working with complex loan documents while supporting a collaborative team environment ? If so, please read on! Our Commercial Loan Documentation Specialist is responsible for drafting both simple and complex commercial loan documentation, conducting post-closing reviews, and managing the review and processing of construction draw packages. This role works closely with commercial loan officers, borrowers, and third-party vendors to ensure the timely, accurate, and compliant documentation and disbursement of commercial loans. In this role, the Commercial Loan Documentation Specialist prepares complete loan documentation packages for execution, ensuring all documents meet regulatory requirements and internal guidelines. Attention to detail is critical, as this position is responsible for maintaining organized loan files with proper signatures, dates, legal descriptions, and supporting documentation. The specialist also requests, collects, and reviews required materials such as borrower entity documents, title and escrow items, insurance, appraisals, and environmental reports. Additionally, this role performs post-closing reviews of funded loans to ensure all data is accurately reflected in the core system and aligned with approved terms. Are you looking to build on your experience in commercial loan documentation? Do you have strong organizational skills and a commitment to accuracy? Are you detail-oriented, collaborative, and driven to support member success? If so, you might be the perfect fit for our Commercial Loan Documentation Specialist position! ABOUT PIMA FEDERAL CREDIT UNION In 1951, sixteen teachers pooled together $84 in deposits and founded our credit union with the common purpose of helping people. To this day, our common purpose still exists. We're here for our members and we thrive by delivering on our value promise of smart, simple, personal . We have stayed true to our roots as a not-for-profit financial cooperative whose main focus is providing the highest possible value to our membership in the simplest way. We are about relationships and not transactions. We are proud to be an Arizona Daily Star Reader's Choice winner. As a full-time employee, you are eligible for Pima Federal's robust benefits package including: Insurance: Medical, dental, and vision - each benefit has a generous contribution from the credit union 100% company-paid life insurance, short-term disability, long-term disability, and employee assistance program (EAP) Access to other products such as two flexible spending account ( FSA ) options, critical illness insurance, accident coverage, and buy-up options on life insurance Retirement: 401(k) plan with company match 100% company-funded pension plan Generous paid time off policies, including 11 paid holidays Tuition Reimbursement Access to on-demand pay and one-on-one financial planning An award-winning wellness program Access to an on-site car repair service In addition, you'll be part of Pima Federal's engaging culture , which includes employee appreciation events, paid volunteer time, and a healthy work-life balance. We are proud to have been recognized as a Top Workplace the past three years! If this sounds like the next step in your financial industry career that you've been looking for, apply now!

Requirements

• High school diploma or equivalent required; bachelor's degree in business, finance, or related field preferred.
• Three or more years of commercial loan administration experience, including loan documentation and processing.
• Strong understanding of business entity structures and complex loan structures.
• High level of attention to detail, organization, and time management.
• Strong communication skills and ability to work in a team-oriented environment.
• Proficiency with computers and relevant software, such as Microsoft Word and Excel.

Nice To Haves

• Two or more years of applicable experience drafting loan documentation, including use of systems such as LaserPro and/or Jack Henry preferred.

Responsibilities

• drafting both simple and complex commercial loan documentation
• conducting post-closing reviews
• managing the review and processing of construction draw packages
• works closely with commercial loan officers, borrowers, and third-party vendors to ensure the timely, accurate, and compliant documentation and disbursement of commercial loans
• prepares complete loan documentation packages for execution, ensuring all documents meet regulatory requirements and internal guidelines
• maintaining organized loan files with proper signatures, dates, legal descriptions, and supporting documentation
• requests, collects, and reviews required materials such as borrower entity documents, title and escrow items, insurance, appraisals, and environmental reports
• performs post-closing reviews of funded loans to ensure all data is accurately reflected in the core system and aligned with approved terms

Benefits

• Medical, dental, and vision - each benefit has a generous contribution from the credit union
• 100% company-paid life insurance, short-term disability, long-term disability, and employee assistance program (EAP)
• Access to other products such as two flexible spending account ( FSA ) options, critical illness insurance, accident coverage, and buy-up options on life insurance
• 401(k) plan with company match
• 100% company-funded pension plan
• Generous paid time off policies, including 11 paid holidays
• Tuition Reimbursement
• Access to on-demand pay and one-on-one financial planning
• An award-winning wellness program
• Access to an on-site car repair service
• employee appreciation events
• paid volunteer time
• a healthy work-life balance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees