Loan Documentation Specialist

Join to apply for the Loan Documentation Specialist role at FVCbank

2 days ago Be among the first 25 applicants

Since opening our doors in 2007, FVCbank has incorporated a vision of creating a positive and empowering work environment for our employees. Our continuous efforts in supporting our employees to be successful is one of our most important responsibilities. We believe that in order to provide exceptional service to our customers and the community, our employees must be a priority. If you want to join a company that is dedicated to helping you be successful and grow in your career, then join us at FVCbank.

The primary role of the Loan Documentation Specialist position is to support the Lending staff and Loan Administration management in the day-to-day operations of the loan division. The Loan Documentation Specialist will complete all the necessary steps to prepare a loan for settlement once a loan approval has been assigned by the SVP, Director of Loan Operations and Servicing or AVP, Loan Documentation Team Leader.

Once settlement has occurred, the Specialist will then forward the loan file for funding and booking.

• Receive new loan approvals, renewals, modifications, and extensions of commercial, real estate or consumer loans and review all documentation for completeness.
• Engage title companies, order lien searches and validate supporting documents against FVCbank’s Loan Policy.
• Use Laser Pro to prepare loan documentation, ensuring all required items (title work, insurance, appraisal, etc.) are included before review.
• Prepare closing instruction letters for title companies and manage attorney-prepared documents when required.
• After settlement, prepare the funding & booking form and forward the loan workflow and file to funding and booking.
• Assist with documentation, closing, funding, and booking of Lightning Lending Loans.
• Order checks for HELOCs when necessary.
• Upload and/or scan files to M-Files.
• Update the Loan Status Report daily so the Lending Team knows the status of all loans.
• Work post-closing ticklers to ensure all post-closing requirements are met promptly.

• High School diploma or equivalent specialized training.
• Highly organized.
• Proficient in Microsoft Office Suite.
• Excellent written and verbal communication skills.
• Ability to multi-task.

• Minimum of 3 years of loan documentation experience, with emphasis on commercial transactions.
• Professional and effective interpersonal skills.
• Prior banking experience.
• Notarization preferred.

The position for which you are applying is one that would have access to cash, financial instruments, financial transactions, or confidential customer financial information. The Bank has determined that personal financial responsibility is substantially related to preventing misuse or misappropriation of financial instruments or information which is an essential function of the position for which you are applying. A consumer report (including a credit report) and additional background reports are requested of all applicants on that basis.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

We are an affirmative action/EEO Employer. We do not discriminate on the basis of race, color, religion, national origin, physical or mental disability, protected veteran status, sex, gender identity, sexual orientation, or any other characteristic protected by federal, state, or local law.

Apply at  / Careers Tab