Commercial Loan Document Specialist

Wilson Bank and Trust

Commercial Loan Document Specialist

Commercial Loan Document Specialist II is responsible for preparing commercial loan documentation, coordinating with third‑party vendors for appraisals, flood certifications, and title searches, and facilitating the funding of loan proceeds. This position maintains communication with internal teams, processors, and vendors to provide accurate and timely delivery of required documentation and verifies compliance with internal procedures, banking regulations, and audit standards.

The Commercial Loan Document Specialist II reports to the Commercial Loan Development Manager and provides excellent service and support while demonstrating the Company’s values and supporting the mission.

• Prepare loan documentation and coordinate with third‑party vendors to order and track appraisals, flood certifications, and title searches
• Maintain communication with internal teams, processors, and vendors to ensure timely delivery and accuracy of all required documentation
• Verify loan documentation is compliant with credit approval, internal procedures and regulatory requirements
• Confirm pre‑funding requirements are satisfied prior to loan closing
• Identify and address documentation or funding discrepancies prior to closing and facilitate funding management including disbursement instructions, wire transfers, and post‑funding documentation

• High school diploma or GED
• 3 years of experience in commercial lending including loan processing, documentation, and funding
• Experience with C&I or construction lending documentation preferred
• Knowledge of compliance requirements related to commercial lending
• Knowledge of loan documentation requirements, lien perfection, and collateral verification
• Experience with process for utilizing third‑party vendors, including appraisers, title companies, and flood certification providers