Commercial Services and Doc Prep Specialist
About The Position
The Farm Bureau Bank team is rooted in service, strong relationships, and meaningful results. We offer financial services that support hardworking individuals who recognize the vital role of farming, ranching, and agriculture across the United States. Beyond traditional banking, we cultivate lasting partnerships, nurture growth, and aim to support rural communities that are often underserved by the banking industry. Farm Bureau Bank. Not just branches. Roots. FBB team members enjoy competitive compensation and generous benefits. Affordable Medical, Dental and Vision coverage Outstanding 401k – Employer match up to 5% Paid Volunteer Hours Accrued Paid Time Off (PTO) & Paid Holidays Life Insurance and Long-Term Disability (company paid) Continuing Education Opportunities View all available benefit options at Farmbureau.bank. What you'll get to do: • Act as the primary point of contact for customers, attorneys, title companies, insurance companies, lenders, and internal partners throughout the loan process • Provide responsive support to customers and attorneys related to documentation requirements, timelines, and closing logistics, in coordination with the Commercial Lenders • Own assigned commercial loan transactions and related operational workflows from origination through closing • Manage and maintain complete, accurate, and up-to-date loan data and documentation within nCino, DocMan, and related systems • Coordinate and prepare commercial loan documentation in accordance with approved credit terms, bank standards and regulations • Drive documentation exception clearing and follow-up to ensure timely resolution, with final accountability resting with the Commercial Lenders • Facilitate the movement of loan reviews, covenants, and required materials through the Credit process • Review title commitments and policies, appraisals, flood determinations, environmental reports, and loan documentation for completeness and accuracy • Perform UCC searches and investigations as required • Complete required due diligence, in partnership with the COMMERCIAL LENDERS, to assemble a complete and compliant commercial loan package • Ensure all documentation meets regulatory, policy, and quality control standards • Proactively identify issues, risks, or process bottlenecks and escalate appropriately • Serve as a resource to peers for questions related to systems, documentation, and workflow • Crosstrain with Commercial Operations to provide backup support as needed • Flexible working during Farm Bureau Bank’s hours of operation. Regular attendance required.
Requirements
- High School diploma required; bachelor’s degree preferred or equivalent business or administrative experience
- 5+ years of experience in commercial loan operations, documentation preparation, or loan processing required
Responsibilities
- Act as the primary point of contact for customers, attorneys, title companies, insurance companies, lenders, and internal partners throughout the loan process
- Provide responsive support to customers and attorneys related to documentation requirements, timelines, and closing logistics, in coordination with the Commercial Lenders
- Own assigned commercial loan transactions and related operational workflows from origination through closing
- Manage and maintain complete, accurate, and up-to-date loan data and documentation within nCino, DocMan, and related systems
- Coordinate and prepare commercial loan documentation in accordance with approved credit terms, bank standards and regulations
- Drive documentation exception clearing and follow-up to ensure timely resolution, with final accountability resting with the Commercial Lenders
- Facilitate the movement of loan reviews, covenants, and required materials through the Credit process
- Review title commitments and policies, appraisals, flood determinations, environmental reports, and loan documentation for completeness and accuracy
- Perform UCC searches and investigations as required
- Complete required due diligence, in partnership with the COMMERCIAL LENDERS, to assemble a complete and compliant commercial loan package
- Ensure all documentation meets regulatory, policy, and quality control standards
- Proactively identify issues, risks, or process bottlenecks and escalate appropriately
- Serve as a resource to peers for questions related to systems, documentation, and workflow
- Crosstrain with Commercial Operations to provide backup support as needed
- Flexible working during Farm Bureau Bank’s hours of operation. Regular attendance required.
Benefits
- Affordable Medical, Dental and Vision coverage
- Outstanding 401k – Employer match up to 5%
- Paid Volunteer Hours
- Accrued Paid Time Off (PTO) & Paid Holidays
- Life Insurance and Long-Term Disability (company paid)
- Continuing Education Opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
