Commercial Loan Document Prep Specialist

Commercial Loan Document Prep Specialist

Join to apply for the Commercial Loan Document Prep Specialist role at First Bank

Supports all financial centers and underwriting groups by preparing loan documentation to be used for new loan granting and loan servicing. Arranges for remote printing of documentation to the designated site and assists lenders with questions regarding loan origination documentation.

• Reviews lender requests for new loan documentation for all Consumer or Commercial Loans offered by First Bank. Independently determines the appropriate documents for that loan type and accurately inputs into loan software system the information required by compliance and legal regulations/guidelines. Verifies that the approval and terms are correct. Verifies Flood Certification and Appraisal addresses are correct.
• Ensures timely preparation and delivery of documents to meet customer and lender requirements. Arranges for remote printing of completed documents to the site designated by the lender.
• Rapidly revises documents if needed to reflect new information requested by the lender.
• Accepts telephone calls and email from lenders and any other loan related information the lender may request.
• Prepares UCC Amendments/Continuations and Subordination Agreements.
• Understands and complies with bank policy, laws, and regulations applicable to duties. This includes but is not limited to completing compliance training, adhering to internal procedures and controls, reporting any known violations of compliance policy, laws, or regulations, and reporting any suspicious customer and/or account activity.

• Demonstrated ability to learn complex information rapidly, i.e., loan compliance regulations and documentation requirements.
• Documentation Preparation experience is a plus.
• Proficient in Microsoft Office Suite, Outlook and other similar applications.
• Demonstrated working knowledge of loan documentation and document retention.
• Demonstrated commitment to accuracy and attention to detail. Good organizational skills.

First Bank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. First Bank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. First Bank is an Equal Opportunity Employer, including disability.

• Entry level

• Full-time

• Finance and Sales

Location:

Anniston, AL

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