Loan Documentation Specialist

This role focuses on the preparation and processing of loan documents, ensuring compliance with internal policies and regulatory requirements, and supporting collateral perfection. The position partners closely with lending teams to coordinate pre-closing and closing activities, ensuring accurate and timely execution of loan transactions.

• →Prepare standard loan documentation using designated systems (e.g., LaserPro) in accordance with approved loan terms
• →Review credit approvals and support documentation to verify accuracy, completeness, and due diligence requirements (e.g., ticklers, insurance)
• →Coordinate loan closings by managing signature collection, document execution, and communication with internal partners and external counsel
• →Order and track required third-party reports and documentation, including flood certifications, title reports, insurance, and entity documents
• →Ensure loan documentation complies with internal policies and regulatory requirements, including verification of signatures, dates, and required disclosures

• →Provide support to lenders by responding to inquiries and assisting in clearing outstanding conditions and documentation items
• →Support resolution of post-closing exceptions, including tracking and follow-up
• →Ensure proper filing, indexing, and maintenance of loan files for audit readiness and completeness
• →Research and resolve documentation issues, including gathering missing or incomplete information
• →Identify and escalate potential documentation risks, including lien perfection and title concerns

• Accuracy and Thoroughness – strong attention to detail
• Adaptability – can deal with frequent change, delays, or unexpected events without being derailed or becoming overwhelmed
• Attendance – consistently at work on time
• Collaboration – ability to work well with other departments and individuals, maintaining communication needed to keep the workflow going
• Communication – precise and exact when delivering information
• Compliance – consistently adhere to Bank policies and regulations, reinforce training to ensure that bank employees are aware of UDAAP and do not harm consumers with any act that could be misleading, unfair, deceptive, or abusive in act or practice
• Reliability – complete tasks on time or notifies appropriate person with an alternate plan
• Teamwork– maintain a positive working relationship with your team members

• Minimum of 2 years of experience in loan documentation, mortgage, or consumer lending environments, including at least 1 year within the financial services industry
• Demonstrated strong understanding of loan documentation types and structures, regulatory and compliance requirements, and lending processes across commercial, mortgage, and consumer products, with the ability to accurately review legal and financial documents
• Working knowledge of document preparation systems (e.g., LaserPro), collateral verification and lien perfection, basic credit analysis principles, and title and escrow processes is preferred

• Full-time position with excellent compensation and benefits package
• Generous time off programs
• Bonus program
• Profit-sharing
• Discounted stock purchase program
• Excellent growth and development opportunities
• And much more!

The purpose of this job description is to provide a summary of duties related to the position. It is not intended to be all-inclusive. The employee will perform other reasonable business duties as assigned by supervisor or other management.

The duties outlined in this description are subject to modification or change by the organization, at any time, with or without notice.