Commercial Loan Documentation Specialist

Summary of Duties

This position requires a high level of organization and attention to detail.  Must be able to communicate effectively.  Must be able to identify priorities and deadlines and determine work schedule to meet those deadlines. Must be able to multitask effectively and able to task switch quickly and effectively due to multiple items in process at all times. Must be able to work effectively in a fast past work environment and be self-motivated. Willingness and flexibility to work in a team setting. Must possess PC skills at an intermediate level. The ability to make decisions within set parameters. 

Essential Duties and Responsibilities

Included but not limited to:

·        Processing of loan files.

·        Processing of files after loan closing.

·        Assisting Lenders on various tasks related to loan files.

·        Daily loan servicing responsibilities.

·        Provide efficient, friendly service to lenders, customers and vendors on the phone and/or in person as needed.

·        Scanning, typing and clerical work as needed.

·        Communicating effectively through both verbal and written formats

Job Qualifications & Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education/Certification/Licensing:

·        High School Diploma/GED required.

·        Advanced education in accounting, business administration or related field preferred.

Experience:

·        Minimum of two years’ experience utilizing Microsoft Excel, Internet, and related computer skills.

·        Some banking or related experience or education preferred

Other Requirements:

·        Excellent written, verbal, interpersonal, and problem-solving skills; ability to communicate effectively and project a professional image.

·        Willingness and flexibility to work in a team setting.  

·        Requires excellent communication skills, both written and verbal. 

·        Must be able to multitask.  

·        Must possess PC skills at an intermediate level. Ability to use the Internet.

·        Ability to learn compliance and law issues as they apply to mortgages.  

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Equipment Used

PC, printer, calculator, copy machine, fax, scanner, typewriter

Software & Internet Sites Used

Finastra Laser Pro, FIS – Horizon XE, Word, Excel, PDF, FCM, CLS-ETran, SBA, USDA, ProSign, FarmerMac

Physical Demands

While performing the duties of this job, the employee; sit for extended periods of time; use hands/fingers to type, handle, pickup or feel; to talk and/or hear. The employee is occasionally required to reach with hands and arms; stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, depth perception and ability to adjust focus. 

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. In-person work is required. Regular and prompt attendance is required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job operates in a professional office setting with low to moderate noise level work environment.

This job description does not list all of the duties of the job. This job description is not a contract for employment, and either the employer or the employee may terminate the employment at any time.

Equal Employment Opportunity & ADA Compliance:

Commercial Bank provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Equal employment opportunity applies to all terms and conditions of employment including hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training. To ensure equal employment opportunities to qualified individuals with a disability, Commercial Bank will make reasonable accommodations for the known disability of an otherwise qualified individual, unless undue hardship on the operation of the organization would result. We support and promote equal employment opportunity, human dignity, and racial, ethnic, and cultural diversity by taking positive steps to eliminate barriers that may exist in hiring and in employment practices. Discrimination of any type will not be tolerated.