Commercial Documentation Specialist

Mon
- Fri:
Between the hours of 8am and 5pm

This position is only eligible for in-branch work arrangements.

• The full salary range for the Commercial Documentation Specialist I position is $22.50 to $32.85 per hour, with new hires generally starting between $22.50 to $27.65 per hour, based on relevant knowledge, skills, education, and experience.
• Annual Incentive:
  In addition, all SELCO team members receive an annual incentive based on how well SELCO meets the prior year’s strategic business goals. This incentive is calculated using the team member’s prior year eligible earnings and ranges from 0%-12% (with the average payout over the last five years being 11.07%).

Our team’s well-being is a priority, and we’re proud to offer a comprehensive and holistic benefits package for team members and their families.

• Medical, dental, vision, long-term disability, and life insurance
• 401(k) retirement plan (with guaranteed employer contributions)
• Paid time off for personal and volunteer hours, as well as 10 paid holidays per year
• Additional programs and benefits include wellness and educational reimbursements, an employee assistance program, discounted rates on select SELCO services, and more.

Responsible for supporting the Commercial & Business Banking Team by preparing, reviewing, and maintaining accurate loan and deposit documentation, while also assisting members with related services to ensure high-quality experience.

• Demonstrate adaptability, leadership skills, and uphold SELCO’s Mission Statement, Corporate Values, Service Promises, and Exceptional Customer Service Standards.
• Adhere to federal and state regulations, SELCO policies, confidentiality requirements, and other compliance obligations.
• Interact with internal and external customers in a warm and friendly manner, demonstrate a sincere interest and willingness to help.
• Consistently achieve individual performance goals and contribute to department and organizational objectives.
• Represent SELCO with a high level of integrity and professionalism.
• Adapt to and support change to accomplish SELCO’s goals and objectives.
• Actively participate in and/or lead required meetings and training courses.
• Perform other duties as assigned.

• Ensure the accuracy, completeness, and quality of all customer documentation in accordance with procedures and regulatory requirements.
• Support commercial and business banking operations through a variety of services, including:
  • a. Coordinating with internal and external customers to obtain documentation (e.g., credit reports, appraisals, insurance verification, UCC filings, title, and escrow reports).
  • b. Preparing, reviewing, and maintaining accurate loan and deposit documentation.
  • c. Boarding and servicing business and commercial loans in SELCO’s core systems.
  • d. Electronic filing of documentation in the document imaging system, ensuring consistency in naming conventions, indexing, and retention practices.
  • e. Conducting periodic file reviews to ensure documentation integrity and regulatory compliance.
  • f. Participate in projects as needed, providing support through research, data analysis, and preparation of project deliverables, while collaborating with cross-functional teams to ensure timely completion and accurate execution.
• Serve as a department Subject Matter Expert (SME) in specialized compliance areas, including HMDA, RESPA, flood insurance, collateral perfection, and other documentation requirements.
• Assist in compiling and submitting monthly, quarterly, and annual internal and regulatory reports.
• Identify, report, and elevate suspected fraudulent activity to safeguard SELCO and its members.
• Process and track vendor invoices as needed,…