Loan Documentation Specialist

First Trust Bank • Horsham, PA

1d • Hybrid

About The Position

This hybrid position is responsible for preparing and reviewing small business and consumer loan documentation packages using LaserPro software, ensuring compliance with approved credit terms and all Federal and State Regulatory requirements. The role involves verifying due-diligence materials for completeness, performing thorough post-closing reviews for proper execution, identifying and citing documentation deficiencies, supporting corrective actions, and maintaining compliance and data integrity throughout the loan documentation process. Additionally, the specialist will assist in developing new business, identifying customer needs, and directing customers to appropriate personnel for establishing business relationships.

Requirements

• 1-3 years of experience and knowledge of small business and consumer loan documentation.
• Demonstrate friendly, positive attitude, self-motivator.
• Strong interpersonal skills and communicates clearly and professionally.
• Excellent customer service and client relations skills.
• Above average organizational and time management skills.
• Strong attention to detail and problem-solving skill
• Ability to follow procedures and multi-task with a degree of versatility and flexibility.
• Intermediate knowledge and skills in the Microsoft Office Suite

Nice To Haves

• Experience using documentation software (LaserPro) preferred.

Responsibilities

• Prepare documentation for all small business and consumer loans using LaserPro or pre-approved customized document sets, ensuring each loan package accurately reflects the terms and conditions of the credit approval.
• Confirm full compliance with the Bank’s Credit Policy and all applicable regulatory rules and regulations.
• Perform detailed post-closing reviews for small business and consumer documentation to verify that all required documents are received, fully executed, and compliant with credit terms.
• Identify, document, and report any material deficiencies to ensure accuracy and regulatory adherence.
• Review all due diligence materials associated with each loan transaction to ensure accuracy, completeness, and alignment with approval terms.
• Communicate any missing items, inconsistencies, or deficiencies to the appropriate parties to support timely resolution and maintain compliance throughout the documentation process.
• Provide comprehensive support to all business lending teams by serving as an additional resource for loan documentation and process-related inquiries.
• Ensure accuracy, consistency, and regulatory compliance throughout the documentation lifecycle, contributing to a smoother workflow for customer and internal operational teams.
• Assists in the development of new business for Firstrust.
• Is alert to expressed customer/prospect needs to suggest appropriate services.
• Directs customers to appropriate person to establish business relationships.
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed