SUMMARY Senior Loan Documentation Specialist will be responsible for the preparation of all loan documentation including C&I, CRE, SBA, Construction, Business Line of Credit and HELOC's. This individual will review loan documentation requests for accuracy and completeness with adherence to all regulatory compliance and prepare loan documentation in accordance with the terms and conditions of the Credit Approval. This individual will also be responsible for the review of all documentation prepared by other specialists within the department.
ESSENTIAL DUTIES AND RESPONSIBILITIES- Work with staff members and customers without regard to race, religion, age, national origin, handicap or sex and assist the Bank in maintaining its Affirmative Action Program.
- Review Credit Approvals and prepare the appropriate Loan Documents of varying complexity and other ancillary documents needed to address all necessary loan components.
- Review title policies for accuracy and ability to resolve discrepancies.
- Create and maintain documentation files (paper/electronic)
- Record and track documentation exceptions.
- Maintain updated information and tracking to provide accurate status updates to internal parties.
- Review Outside Council Loan Documents
- Ensure that established SLA's are met by timely completing all documentation requests.
- Consults with manager on any complex issues to ensure proper documentation and adherence to Bank policy
- Train new hires in the function of their duties
- Proficient in Laser Pro
ADDITIONAL RESPONSIBILITIES- Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
- Demonstrates high level of quality work, attendance and appearance
- Adheres to all Company Policies & Procedures and Safety Regulations
- Adheres to local, state and federal laws
- Understands and complies with all company rules and regulations
- Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
- Additional duties as assigned as it relates to the position
SUPERVISORY RESPONSIBILITIESThis position does not have supervisory responsibilities
COMPETENCIES:- Adaptability
- Communication
- Decision Making
- Initiative
- Innovation
- Motivator
- Organization
- Professionalism
- Results Orientated
