The purpose of this job is to prepare accurate and complete loan, security, and compliance documents and related correspondence for the complex commercial and commercial real estate loans in accordance with the application, legal and compliance requirements, and bank policy and procedures. This job requires the ability to proficiently prepare documents for one or more market areas.
Responsibilities Examine and interpret loan applications and other source documents for completeness and accuracy of data essential for appropriate categorization of loan transaction and document preparationIdentify missing or incomplete information necessary to prepare loan and request needed information from lenderUtilize image system and/or the collateral folder to obtain additional information needed in loan preparationPrepare loan, security, and compliance documents and related correspondence within established time frames based on application and supporting source documents by utilizing the Laser Pro automated document preparation system and Word and Excel applicationsPerform additional duties as assigned. Qualifications High school diploma or GED requiredDisplay strong attention to detail skillsAbility to effectively manage time and prioritize workload in a fast-paced environmentDisplay strong communication, interpersonal and organizational skillsProvide excellent customer service skillsAbility to effectively use Microsoft Office and other document management type softwarePreferred:
Two-year college educationOne year work experience in a document preparation roleKnowledge of real estate, multiple types of commercial collateral, security, and lien perfection requirementsKnowledge of loan compliance regulationsKnowledge of business entity structuresPhysical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
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