Loan Document Specialist

Sauk Valley Bank • Janesville, WI

7d • $22 - $34

About The Position

The position of the Loan Document Specialist is responsible for supporting the Commercial Loan Department with the advanced preparation, review, and processing of commercial loan documents. This role is responsible for preparing Commercial and Agricultural loan documents in accordance with lending policies, ensuring compliance with banking regulations, and coordinating with internal departments for efficient operations.

Requirements

• Bachelor or Associate degree is preferred.
• Good understanding of financial institution products and services preferred.
• Minimum of three years of experience in loan documentation within a banking institution, with a focus on both commercial real estate and C&I lending.
• Extensive experience with preparing and reviewing complex loan documentation.
• Proficiency in using banking systems such as LaserPro and Salesforce/nCino is preferred.
• Excellent organizational, analytical, and communication skills.
• Current drivers license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.
• The incumbent must be able to perform this position safely, without endangering the health or safety to him/herself or others.

Nice To Haves

• Bachelor or Associate degree is preferred.
• Good understanding of financial institution products and services preferred.
• Proficiency in using banking systems such as LaserPro and Salesforce/nCino is preferred.

Responsibilities

• Prepare and review complex commercial and agricultural loan documents to ensure strict adherence to lending regulations, compliance standards, and the banks credit policy.
• Review prepared documents for accuracy and consistency with approval requirements.
• Review collateral support documents such as title commitments.
• Review and interpret Corporate Documentation and Trust Documentation.
• Prepare and review complex loan documentation including attorney prepared documents.
• Process and complete commercial loan modification requests, including renewals, extensions, and modifications.
• Proficient in using banking systems such as LaserPro and nCino to manage and streamline loan documentation and workflow. Leverage these tools to enhance efficiency and ensure adherence to bank policies.
• Process, review and upload complete loan and collateral files to ensure the established standards are met including compliance with federal regulations and adherence to Bank lending policy as well as ensuring that the Banks security interest is established, and our lien position is upheld.
• Independently prioritize workflow to maximize production turn time and minimize administrative delinquencies.
• The position of Loan Document Specialist performs duties specific to the position and other functions as assigned.

Benefits

• Sauk Valley Bank offers medical, short term disability, long term disability, life, vision, dental and 401K benefits to all full time positions.
• PTO will vary depending on the level of the position.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree
• Number of Employees: 11-50 employees