The Loan Documentation Specialist position interprets
documentation requirements from an approved Credit Application.
Prepares legal documentation utilizing knowledge of the Bank¿s
policies and procedures. Responsibilities will include and are not
limited to the following:
¿ Prepares loan documentation using the appropriate software (e.g.
LaserPro or HotDocs) in accordance with the loan documentation
request and approved Credit Application based on the loan
¿ Responsible for preparing loan documents in accordance with the
loan structure and entity type which may consist of but is not
limited to RLOC, LOC, (secured & unsecured), Term, Swaps,
Commercial RE, and Ag.
¿ Reviews loan documentation request and identifies any issues and
takes appropriate action to ensure the documentation packages are
documented in accordance with Bank policies and procedures and are
in adherence with compliance and regulatory requirements.
¿ Consults with manager on unresolved issues and/or complex issues
to ensure the documents represent an appropriate binding commitment
for the Bank.
¿ Makes appropriate documentation and/or data corrections before
finalizing the request, as directed by quality reviewer, or
¿ Performs quality review of loan packages to determine the
correctness of the documents as related to the loan structure, and
to ensure consistency, accuracy, quality of documentation and that
supporting documentation has been obtained.
¿ Quality Reviewer discusses documentation issues directly with
loan preparer, department manager(s) and/or legal counsel to ensure
all documentation packages accurately reflect the approved Credit
¿ Quality Reviewer provides guidance to documentation preparers as
needed to ensure all aspects of a loan are properly documented.
¿ Participates in departmental projects.
¿ Performs all other job duties as assigned by supervisor.
Successful candidates will possess the following:
¿ High school diploma or equivalent, with 3 years related
experience, advanced knowledge in assigned area of loan doc
¿ Proficient knowledge of the loan prep system, is able to
communicate orally and in writing effectively.
¿ Proficient with: MS Word, MS Excel, MS Outlook, Internet,
Metavante or FIS (or similar system), LaserPro or HotDocs (or
similar system as applicable).
¿ Ability to travel between bank locations and/or commute for
training purposes - less than 25%.