Commercial Loan Documentation Specialist
About The Position
Pima Federal Credit Union is looking to hire a full-time Commercial Loan Documentation Specialist. 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. 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.
Requirements
- High school diploma or equivalent required
- 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
- Bachelor's degree in business, finance, or related field preferred
- 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
- Preparing 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
- Requesting, collecting, and reviewing required materials such as borrower entity documents, title and escrow items, insurance, appraisals, and environmental reports
- Performing 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 insurance with a generous contribution from the credit union
- 100% company-paid life insurance
- 100% company-paid short-term disability
- 100% company-paid long-term disability
- 100% company-paid employee assistance program (EAP)
- Access to flexible spending account (FSA) options
- Access to critical illness insurance
- Access to accident coverage
- Access to buy-up options on life insurance
- 401(k) plan with company match
- 100% company-funded pension plan
- Generous paid time off policies
- 11 paid holidays
- Tuition Reimbursement
- Access to on-demand pay
- Access to one-on-one financial planning
- An award-winning wellness program
- Access to an on-site car repair service
- Employee appreciation events
- Paid volunteer time
- Healthy work-life balance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
