Loan Assistant - Longmont, Larkridge, Pueblo

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PB&T Bank has been fulfilling financial needs and exceeding our customers' expectations since 1889. We are a full service bank, providing products and services for individuals and small businesses, specializing in commercial and construction lending. Over the years, PB&T Bank has endured and become a stronger, more secure bank, while remaining independently owned and operated, allowing for a more personal banking experience.

Our customers have come to know they can trust and count on PB&T Bank for excellent customer service and equally excellent products.

We stand by our Signature Banking culture which is the highest level of customer service each customer receives from an employee of PB&T Bank. Building relationships with internal and external customers based on confidence and trust that PB&T Bank is conducting banking business by taking ownership of customer needs and providing follow up after resolution. We put customers at ease knowing we have completed transactions to the best of our ability.

PB&T Bank employees take pride and responsibility by placing their signature on all accomplished work.

General Purpose

Documentation Specialist
- This position is responsible for the ordering of accurate and timely preparation of loan documents on commercial, residential, and consumer loans, so that they meet the conditions of the loan approvals and all pertinent regulatory requirements. The position is also responsible for various other loan administration duties.

• Order and ensure the accuracy of the necessary documentation for preparation of closing documents.
• Prepare written instruction to have the closing documents drawn up, in accordance with the approval and or the appropriate lending regulations as well as all bank policy regulations.
• Ensure loan agreements are complete and accurate according to policy.
• Compose letter and other correspondence with no instruction.
• Prepare forms necessary to order appraisals.
• Assist loan officers and clearing exceptions.
• Perform other duties and responsibilities as assigned.

• None

• Knowledge of company policies and applicable regulations.
• Knowledge of risk management principles.
• Knowledge of compliance monitoring systems.
• Advanced skills in Microsoft Office applications (Word, Excel, PowerPoint)
• Knowledge of real estate, consumer, commercial loans and applicable regulations
• Proficiency in various software programs, document management software, database applications and internet research.
• Dedication to teamwork and leadership.

• Effective oral and written communication skills.
• Interpersonal skills coupled with excellent leadership skills.
• Organizational skills with excellent time management skills.
• Familiarity with systems and general business operations.
• Thorough understanding of ethics, regulations, and laws working with management, regulators, and board members.
• Investigation and interview skills.
• Understanding of commercial, residential and consumer loan terminology.
• Extensive knowledge of loan documentation and compliance regulations.

• Ability to read and interpret legal documents, write routine reports and correspondence.
• Provide prompt appropriate assistance to managers with respect to regulatory and compliance issues.
• Ability to solve practical problems and deal with a variety of variables and interpret a variety of instructions furnished in written, oral diagram, or schedule form.
• Takes assigned project from original concept through final implementation.
• Maintains project schedules, estimating time requirements, establishing deadlines, monitoring milestone completion and tracking all phases of the project product.
• Ability to speak effectively before groups.
• Provide prompt appropriate assistance to managers with respect to regulatory and compliance issues.
• Ability to balance business opportunities with regulatory and reputation risk.
• Ability to solve practical problems and deal with a variety of variables and interpret a variety of instructions furnished in written, oral diagram, or schedule form.
• Must be self directed, diplomatic and a clear, courteous and professional when working with internal and external customers.
• Ability to work with mathematical concepts such as fractions percentages, ratios, and proportions to practical situations.

• Five years of financial experience, training, and compliance in several departments of financial institutions including; lending, compliance, risk management, legal or audit, processing.
• Experience working with the state and federal legal and regulatory agencies.
• Experience in legislative review, analysis and reporting.
• Experience developing and filing policy forms.
• Strong leadership, project management and…