Loan Documentation Specialist

• Job Category Administrative
• Employee Type Salary Non Exempt FT
• Required Degree High school
• Manage Others No

Prepares loan documentation according to Bank’s policies; assists in booking and disbursement of loans.

The following duties are normal for this position. These are not to be construed as exclusive or all-inclusive. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Prepare commercial loan documents in compliance with Bank’s policies and loan approvals.
• Prepare loan documentation checklists and assign loan coding information on Bank’s loan tracking program (Versigo).
• Work with commercial loan officers and their administrative support teams to facilitate loan closings.
• Obtain and/or review necessary information for commercial loan closings, including but not limited to operating agreements, trust agreements, corporate good standings, UCC searches, mortgage title insurance, and flood zone verifications.
• Perform pre-closing loan reviews to confirm loan coding, document accuracy and identify missing or incorrect documents.
• Book new commercial loans.

• Ethical conduct
• Technical aptitude in computer software programs (Microsoft Word, Office, Excel, etc.)
• Accuracy and thoroughness
• Consistency and reliability
• Receptive listener and good communicator
• Ability to work independently
• Ability to learn quickly and apply knowledge
• Responsive and flexible to other duties as assigned on an intermittent or regular basis as needed.

This job operates in an office setting. This position uses standard office equipment such as computers, photocopiers, scanners, and PDF apps daily.

Most of this position’s responsibilities and duties are performed sitting or standing at a workstation. Some filing duties are required for this position. The ability to lift files, open filing cabinets, bend or stand on a stool, as well as loading and carrying boxes is a necessary ability. This position may be required to lift up to 50 pounds. The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

This position is classified as non-exempt by the Fair Labor Standards Act (FLSA). Typical hours will be Monday – Friday 8:00 am – 5:00 pm. Additional hours may be required.

• Demonstrated knowledge/experience in loan documentation practices and procedures or strong loan administrative assistant experience.
• Proficient in Microsoft Office (specifically Word and Excel). Candidates may be asked to provide sample work.

Pre-employment screening required including employment reference, criminal background check, credit check and possibly skills testing. This position is regularly exposed to sensitive information, trade secrets or proprietary information and the incumbent is required to keep any such information strictly confidential.

• Adheres to Bank’s policies and procedures, including knowledge and comprehension of Bank Secrecy Act.
• Acts as a role model both within and outside the Bank.
• Exhibits a professional manner in dealing with others and works to maintain constructive working relationships.
• Maintains a positive and respectful approach both verbally and in writing with superiors, colleagues, and individuals inside and outside of the Bank.
• Performs duties as workload necessitates in a timely, accurate and thorough manner and is conscientious about assignments meeting department productivity standards.
• Communicates regularly with supervisor about department issues.
• Demonstrates flexible and efficient time management and ability to prioritize workload.
• Consistently reports to work on time and prepared to perform duties of position.
• Exhibits professional appearance in accordance with Signature Bank’s dress code standards.

We are seeking a detail-oriented and highly organized Loan Documentation Specialist to join our Credit team. In this role, you will be responsible for preparing, reviewing, and ensuring the accuracy of loan documentation to support a seamless lending process. The ideal candidate will have strong analytical skills, a commitment to compliance, and the ability to work collaboratively in a fast-paced financial environment.