Documentation Specialist - Business Express
Listed on 2026-06-14
-
Finance & Banking
Loan Servicing, Banking & Finance, Business Administration -
Administrative/Clerical
Loan Servicing, Banking & Finance, Business Administration
Documentation Specialist - Business Express
Job Category
:
Administrative/Clerical
Requisition Number
: DOCUM
005115
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- Full‑Time
- On‑site
Showing 1 location
This position is primarily responsible for ensuring proper documentation is in place to establish a legally binding contract with borrowers. Position is also responsible for securing liens on collateral, and ensuring loans comply with internal bank policies, as well as federal and state regulations to include adherence to the Dodd‑Frank, Section 1071 requirements. Tracks exceptions and advises lending staff on documentation issues.
Ensures proper approval of loan commitments.
Candidates should possess 3 years of related experience in financial services to be considered. In lieu of 3 years, will also consider a bachelor’s degree plus 1+ year of experience in financial services.
- Excellent interpersonal, written and oral communication skills are required.
Ability to make sound decisions and produce great work under general or limited supervision. - Proficient PC skills including MS Word, MS Excel, and programs used to generate loan documents.
- Ability to adjust priorities to changing circumstances and maintain quality in fast paced atmosphere.
- Great organization skills, very detail oriented.
- Other duties as assigned.
- Working knowledge of commercial lending policies.
- Working knowledge of the more complex commercial style transactions
- Working knowledge of credit agreement covenants, loan documentation in multiple states, UCC, ECOA,HMDA, Beneficial Ownership, Fair Credit Reporting Act, and other federal and state regulations.
High School or better.
Equal Opportunity EmployerProtected Veterans/Individuals with Disabilities
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