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Years of Experience
Date Last Verified
Documentation Specialist The candidate will support the commercial loan and business banking activities of banking center managers, commercial lenders, and business bankers. Will develop and maintain working knowledge of commercial lending standards, banking laws and regulations, and bank credit policies and procedures as they relate to business banking. Follow and comply with all department procedures and guidelines. Accurately enter information and upload documents in workflow system, Finance Center, or other computer software utilized by the department. Work with Closing Specialists and the Department Manager to ensure that all required information has been obtained and to coordinate efforts to move the loan through the loan documentation process. Perform commercial loan documentation activities, including, preparing LaserPro and other closing documents according to department standards and ensuring all terms and conditions are incorporated, and working with General Counsel on documents that require modifying with LaserPro. Prepare boarding instructions for LaserPro and attorney prepared loan packages.
Qualification and Experience
The candidate should have high school diploma or GED. Legal or Paralegal studies is a plus. Should preferably have 3-5 years of commercial loan documentation experience. Proficiency in MS Office products including Word, Excel, and Outlook. Prior experience with Finance Center software system is helpful. Experience reading, interpreting, and crafting legal document and contractual language desired. LaserPro software experience preferred.
Ref. #: 00-0563
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