Bank Loan Document Preparation Specialist

Cornerstone Capital Bancorp, Inc., headquartered in Houston, is a Texas-based financial services company dedicated to helping families, businesses, and communities thrive.

We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.

The Loan Doc Preparation Specialist is responsible for preparing loan documentation for consumer, commercial and agricultural loans. Performs various related duties to ensure accuracy and completeness of loan documents. Requires basic knowledge of the Bank’s credit policies as well as state and federal laws and regulations pertaining to lending.

• Prepare appraisal request letters, pull flood certificates, order title work, and lien searches
• Input data for loan documentation via the in-house system or through attorney websites
• Review completed documents for accuracy
• Review legal documentation
• Review closed loan packages
• Review loan documentation requests to verify a complete loan package
• Prepare loan documents in-house for new loans and renewals, depending on loan type, complexity, and/or amount
• Prepare engagement letters and forward loan packages to the attorney to prepare documents for new loans and renewal
• Review insurance documentation to ensure adequacy
• Handle commitment fees and prepare disbursement instructions
• Make sure cases are properly processed through the applicable workflow system
• Maintain production log of all loans processed
• Assist and back up other doc prep staff as needed
• Participate in community activities to promote the organization
• Represent the bank in a professional manner during and outside of office hours
• Demonstrate flexibility to perform every other duty as assigned

• Demonstrate ethical character and judgement with attention to respect, commitment, integrity, values, and confidential boundaries
• Ability to remain calm and focused in stressful situations
• Must be a self-starter and able to work independently, possessing good, effective time management skills and the ability to organize and prioritize
• Highly reliable with the ability to maintain regular attendance and punctuality
• Sensitivity to confidential information is required
• Superb communication and interpersonal skills
• Must be analytical and have creative thinking
• Must be approachable and present a positive attitude
• Impeccable attention to detail
• Represent the bank in a professional manner during and outside of office hours
• Bachelor’s Degree in a related field or equivalent work experience
• Knowledge of loan documentation a plus

Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus.