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Commercial Loan Documentation Preparation Specialist

Job in Plano, Collin County, Texas, 75086, USA
Listing for: Sunflower Financial Inc.
Full Time position
Listed on 2026-01-06
Job specializations:
  • Finance & Banking
    Loan Servicing, Banking Operations
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Description

At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we're committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth‑management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates.

Learn more about Sunflower Bank at

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full‑time position of Commercial Loan Documentation Preparation Specialist
.

Description:

The Commercial Loan Documentation Preparation Specialist position is responsible for activities related to document preparation and review of required information necessary for commercial lending transactions including new loans and/or modifications of existing credit facilities with varying levels of complexity. This position is responsible for accurately performing pre‑closing and post‑closing duties related to complex commercial loan documentation and operations in a multi‑state environment.

Responsibilities:
  • Prepare commercial loan documentation with an emphasis on operational excellence.
  • Perform document review to ensure accuracy and completeness of all transactions by conducting a self‑review of work completed to ensure accuracy of loan package.
  • Obtain and review all pertinent information required to document loans for delivery to lender prior to the requested time.
  • Proactively identify issues that could potentially delay or prevent closings, notify the appropriate parties and work to resolve issues efficiently.
  • Review Laser Pro and attorney prepared documents prior to booking and funding to ensure loan stipulations on the Loan Approval and Credit Memorandum are met.
  • Maintain knowledge of all aspects of commercial loan documentation, understanding legal entities and loan documents such as Notes, Security Instruments, Loan Agreements etc.
  • Work independently and prioritize a high volume of work.
  • Review loan risks and competing security interests by examining UCC records.
  • Maintain knowledge of regulatory requirements.
  • Maintain knowledge of current loan policies.
Education /

Experience Preferred:
  • Minimum of 6 years of banking experience with at least 4 years in a commercial lending environment.
  • Prior experience in creating commercial loan documentation with the use of Laser Pro strongly preferred.
  • Detail oriented to ensure accuracy of each loan.
  • Personal understanding of entity documents for all types of borrowing entities.
  • Previous experience with regulatory compliance items for both consumer and commercial loans.
  • Thorough understanding of complex loan and security documentation, including the requirements of all types of lien perfection.
  • Ability to work quickly and independently in a fast‑paced environment.
  • Perform assigned tasks within the established Service Levels.
  • Maintain personal performance within the established thresholds.
  • Excellent oral and written communication skills.
  • Ability to develop and maintain working relationships with peers, co‑workers and other bank employees, building trust and mutual respect.

Pay is dependent on knowledge, skills, abilities, experience, and location.

Working Conditions

The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work‑related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds.

Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.

Sunflower Bank Benefits

People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.

Our supportive culture empowers team members to grow and seize new…

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