Post Documentation Specialist

Shore United Bank • Waldorf, MD

1d • Hybrid

About The Position

Shore United Bank is seeking a full-time Post Documentation Specialist to join our team. The Post Documentation Specialist is responsible for supporting the loan funding and documentation process to ensure accuracy, compliance, and timely completion. This role includes preparing and processing wire transfer documents, obtaining required approvals, and reviewing loan documentation packages for completeness, including verification of signatures. The specialist coordinates the delivery of finalized documents to loan operations, records collateral documents, processes invoices, and prepares funding worksheets. Additionally, the role requires collaboration across departments, adherence to bank policies and lending procedures, and effective communication with both internal teams and external clients. The Post Documentation Specialist maintains accurate records, generates required reports, and responds promptly to inquiries while keeping supervisors informed of relevant updates and issues.

Requirements

• A high school diploma in related field, relative experience
• A minimum of three (3) years’ related experience normally required, this could include teller training experience.

Nice To Haves

• specialized lending education/training preferred.

Responsibilities

• Funding of new or increased loans through the various channels of wire, check or deposit.
• Review executed loan documents for completeness; organize, scan, and provide completed packages to loan operations.
• Serves as a backup to the Document Specialist for monitoring e-signature status and the receipt of executed documents.
• Record collateral documents as applicable.
• Process invoices and other payments as related to the loan documentation function.
• Follow up with appropriate internal and external customers as necessary to obtain clarification and /or any missing/incomplete data within the timeframes established.
• Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.
• Communicates with management and staff personnel in order to integrate goals and activities.
• Responds to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy.
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc.; ensures that the office and all personnel adhere to the same.
• Participates in required training sessions, including training for compliance with BSA/AML policies and procedures.

Benefits

• health, dental, vision
• company-paid life insurance
• mental health well-being
• short-term and long-term disability
• Paid parental leave
• 401k savings plan with up to a 4% company match
• Employee Stock Purchase Plan
• employee banking services
• loan discount program
• education assistance
• career development program
• Employee Assistance Program
• wellness initiatives
• Paid training program and continuous training sessions throughout the year on various topics
• Generous paid time off and paid sick time
• Community involvement opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED