Commercial Loan Documentation Specialist

As part of our team, you’ll be empowered through the bank’s investment in employee education to continuously grow as a professional. We invite you to join our team of trusted, local bankers that leave our communities saying, “We’ve never been treated like that by a bank.” CFB is proud to have been named a Best Place to Work in Indiana for 8 consecutive years by the Indiana Chamber of Commerce. And, we’re always looking for the best and brightest to join our team!

Benefits:

• Health, Dental, Vision Insurance
• Bank Paid Life Insurance
• Paid Short-Term & Long-Term Disability
• Generous Matching 401(k) Retirement Plan
• 3 weeks of Paid Time Off (immediate accrual)
• Access to Earned Wages
• Wellness Program
• Competitive Salary
• Tuition Reimbursement
• Paid Holidays and 3 Float days
• Maternity/Paternity paid leave
• Annual bonus eligibility
• Community Service Projects

JOB DESCRIPTION: Commercial Loan Documentation Specialist

Objective: The Commercial/Consumer Loan Documentation Specialist acts as the support for multiple Commercial/Consumer Loan officers. Performs various support duties such as boarding all new and renewed loans to the core system.

Classification: This is a Full-Time non-exempt position and reports to the Commercial Loan

Documentation Supervisor.

Job Location: Howard County (Main Office) 

Essential Functions as a Commercial Loan Documentation Specialist:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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  Validate and interpret commercial/consumer loan documentation in order to determine loan boarding requirements.
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  Core system input of required fields for new and renewal loans.
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  Process and balance on-line loan related transactions.
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  Assist with set up of loan exception items.
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  Assist with quality and post audit reviews.
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  Review and recommend new methods & procedures to make daily operations more efficient.
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  Evaluate whether commercial/consumer loan requests adhere to bank policies and procedures. Provide core system support and testing as needed.
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  Assist commercial/consumer loan officers with preparation and closing of new and renewal loans.
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  Manage the workflow process to ensure loan requests move efficiently through all stages.
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  Prepares and reviews all account documentation related to commercial/consumer accounts.
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  Demonstrate proficiency with application software programs.
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  Utilize various computer programs to prepare loan documents and manage ongoing loan servicing.
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  Manage time effectively, prioritize work appropriately and consistently meet deadlines.
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  Ensure accuracy of all account information and documentation.
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  Informs manager of any documentation issues, including missing documentation and the need for follow-up.

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  Protect the Bank and customers by maintaining a high level of security awareness.

Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Competencies:

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  Decision Making
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  Communication Proficiency
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  Attention to Detail/Thoroughness
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  Customer/Client Focus

Education and Qualifications:

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  High school diploma or GED required.
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  2 years’ experience of working in financial institutions or regulatory institutions preferred.
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  A self-starter who can prioritize multiple tasks, be resourceful and able to research and find solutions.
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  Ability to communicate positively and effectively one-on-one and in small group meetings or presentations.
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  Ability to understand and/or convey detailed or important instructions or ideas accurately and quickly if necessary.
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  Write and present clear and concise thoughts and recommendations to clients.
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  Ability to work independently but fluidly be a part of a team.

CFB provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.