Loan Documentation Specialist

POSITIONCommercial Loan Document SpecialistLOCATIONPhoenix or Goodyear Arizona / In office, on-SiteDEPARTMENT: LendingEXPERIENCE A MUST: Commercial SOFTWARE EXPERIENCE A PLUS BUT NOT MANDATORY: LaserProSCOPEWorks independently performing lending functions while following Bank policies and procedures. Questions regarding Bank policy should be directed to their supervisor.SUPERVISES: N/A STATUS: FT, Non-ExemptHOURS: 8:00 - 5:00 Monday - Friday (Flexible hours allowed if preference is earlier or later)SUMMARY: Prepares commercial loan documents and assembles proper documentation for loan packages. Maintains loan files, including tracking insurance and perfecting collateral/security. Provides friendly, quality customer service Treats customers with respect and dignity either in person, over the telephone, or via Email.ESSENTIAL DUTIES AND SPECIFIC JOB FUNCTIONS:(Include, but are not limited to the following. Other duties and responsibilities may be assigned):•Maintains financial institution loan records;•Prepares commercial loan documents for loan closings;•Inputs loan information, processes loan changes, and reviews entered information for accuracy;•Processes documents for payments;•Establishes and maintains files on each loan and ensures that the information is complete and accurate before processing and forwarding to the loan officer for approval;•Records and tracks insurance on loan collateral;•Records documents, as needed;•Receives and processes loan payments;•Prepares various management reports;•Processes UCC filings and balances loan accounts;•Assists customers, in person or over the phone, with routine inquiries regarding payoffs, changes of ownership, note modifications, beneficiaries, and other loan details;•Protects the privacy and confidentiality of customers, other employees, and the Bank.SPECIFIC JOB REQUIREMENTS:•Prior experience preparing commercial loan documents; Knowledge of Laser Pro required;•Understanding of loan application policies and procedures, as well as documentation required by underwriters and government agencies;•Previous experience with Microsoft Word and Excel;•Prior experience with commercial & Industrial (C&I) loans and various types of Commercial Real Estate (CRE) loans.•Prior experience with SBA or other government guarantee loan programs a plus•Prior experience with Construction loans a plus•Prior Teller experience a plus;•Good organizational and analytical skills;•Knowledge of Jack Henry System a plus.•High school diploma or equivalentSPECIFIC SKILLS:•Analysis and inspection;•Organization;•Multi-tasking;•Business/Office Skills;•Prioritization.COMPENSATION:The salary range for this position is $50K -$60K.The base salary is based on years of experience.You must have commercial loan experience.This position is open due to the current employee is retiring.

Created: 2025-03-03