Loan Documentation Specialist - Booking & Maintenance

Job Description

The Loan Documentation Specialist is responsible for booking loans, performing loan maintenance, and balancing specific general ledger and fee accounts. He/she provides clerical support for all lending activities and provides high quality and professional service to lending personnel.

• Must be at least 18 years old
• High school diploma or GED required
• Experience helpful, particularly in a financial environment
• Basic knowledge of commercial and consumer loan services and procedures preferred
• Familiarity with general loan documentation helpful
• Accurate and attentive to detail
• Well organized
• Good typing skills
• Willing and able to help others
• Able to use a computer, adding machine, copy machine, and basic business equipment
• Able to get along well with coworkers

• Handle all loans that are paid off; researches loans to verify collateral is not cross-collateralized with other loans; requests approval from the lender to release collateral; and releases vehicle titles, UCC filings, and Deeds of Trust when applicable
• Amends UCC filings that have come up for continuation, verifies with lender that filings need to be updated, and tracks all filings to the Premier system
• Reviews denials for completeness and verifies that denials are processed following the Bank policies and procedures
• Completes all loan non-posted items and, if unable to resolve in the department, communicates with the branches so they can determine the resolution
• Balances the following general ledger accounts and clears them when applicable: branch clearings, department transit account, and all fees in process
• Assists in balancing the credit life general ledger accounts
• Ensures that customers' requests and questions are promptly resolved
• Maintains and projects the Bank's professional reputation
• Promotes D.L. Evans Bank at all times
• Serves as a representative for D.L. Evans Bank in the community
• Completes special projects as assigned

• Medical Insurance
• Dental Insurance
• Vision Insurance
• FSA
• 401(k)
• Employee Stock Ownership Plan
• Paid Vacation
• Sick Time
• Life Insurance
• Long-term Disability Insurance

D.L. Evans Bank is an Equal Opportunity Employer – veterans/individuals with disabilities. VEVRAA Federal Contractor. EOE/AA/Vets/IWD.