About The Position

As a Commercial Loan Documentation Specialist, you’ll play a key role in preparing high‑quality loan documents that support our clients and uphold our commitment to doing the right thing. Your work helps ensure a smooth lending experience and strengthens the relationships we build across the bank.

Requirements

  • You have a High School Diploma or GED (Required).
  • You have entry‑level experience with loan documents, preferably including complex documentation (Required).
  • An equivalent combination of education and experience can be considered in lieu of a degree.

Nice To Haves

  • You bring knowledge of commercial non‑complex loans, LaserPro, Loan Origination Systems, SharePoint, and Microsoft Office.
  • You understand loan documentation structures and can review credit approvals, organizational documents, and due‑diligence materials for accuracy and compliance.
  • You communicate clearly in writing, with strong grammar, editing, and customer service skills.
  • You are detail‑oriented, organized, and able to manage multiple priorities in a fast‑paced, deadline‑driven environment.
  • You thrive in changing environments and enjoy collaborating with a team to deliver exceptional results.
  • You can interpret instructions in various forms—written, verbal, or diagram—and solve problems using practical, common-sense approaches.
  • You are able to lift and move objects up to 25 pounds.

Responsibilities

  • Prepare loan documentation for a wide range of non‑complex commercial loans, including real estate, UCC‑secured loans, lines of credit, letters of credit, aircraft, preferred mortgages, SWAP, and SBA loans.
  • Ensure all documents align with credit approvals, bank policies, and regulatory requirements across local, state, and federal guidelines.
  • Plan, coordinate, and monitor daily documentation activities through the Loan Origination System and the Doc Prep pipeline in SharePoint to meet established service-level standards.
  • Serve as an escalation point for team members and help resolve documentation-related issues with accuracy and professionalism.
  • Collaborate with underwriters, loan officers, loan specialists, middle‑office reviewers, and branch staff to gather information needed to complete documentation.
  • Assist in training team members on loan documentation processes and the systems, software, and templates used by the department.
  • Participate in required compliance training and maintain adherence to all policies, procedures, security standards, and applicable regulations.

Benefits

  • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
  • Paid vacation time, sick time and 11 company paid holidays
  • 401k (with up to 4% match)
  • Tuition reimbursement

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

1,001-5,000 employees

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