Loan Documentation Specialist

Summary The Loan Documentation Specialist is responsible for centralized loan documentation preparation and loan funding within the allocated time frames defined by the Bank. Provides a high level of customer service to lenders/loan portfolio managers/bankers in preparing consumer and commercial loan documentation ensuring all federal regulations and Bank policy are complied with prior to issuance.

Location:

This role will primarily be in-office at an approved Gulf Coast Bank & Trust location unless otherwise agreed upon with management. The location and any agreements made may be amended or changed at any time at the company’s discretion.

• Gather all necessary documents from the lender/loan portfolio manager required to produce loan documents.
• Review all documentation for accuracy and completeness.
• Prepare loan documents using the Laser Pro system timely and accurately.
• Must be able to communicate both verbally and electronically with all parties involved.
• Responsible for ensuring all federal regulations and Bank policy are complied with prior to producing loan documents.
• Other duties as assigned.

• Skills/Experience/Education High school diploma or equivalent.
• Previous banking experience strongly preferred.
• Previous Laser Pro experience preferred.
• Knowledge of compliance and regulatory law.
• Strong communication and customer service skills.
• Detail oriented with a strong focus on accuracy.
• Ability to prioritize tasks and work in a fast-paced environment that changes quickly.
• Knowledge of personal computers including the Microsoft Office suite of products.

• Ability to travel if required to perform the essential job functions.
• Ability to work under stress and meet deadlines.
• Ability to read and interpret a document if required to perform the essential job functions.
• Prolonged periods of sitting at a desk and working on a computer may be required.
• Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions.
• If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
• This job description is intended to describe the general nature and level of work performed.
• It is not an exhaustive list of all responsibilities, duties, and skills required and may be revised as business needs evolve.