Commercial Loan Doc Processor

FIRST STATE BANK – JOB DESCRIPTION
JOB TITLE:      Commercial Loan Documentation Processor
STATUS:        Non-Exempt DEPARTMENT:     Loan Documentation REPORTS TO:      Loan Documentation

PRIMARY PURPOSE OF THE JOB:
The Documentation Processor is responsible for the preparation of Commercial Loan closings.

ESSENTIAL DUTIES:
•  Perform initial loan file review, compile checklist, and communicate to Lender’s items
needed for pre-closing review
•  Order and review title work, surveys, flood determinations, UCC’s, appraisals and any
other due diligence required to perfect the bank’s lien position
•  Prepare actual closing packages in accordance with Bank approval and policy
•  Review Attorney prepared loan packages to ensure they meet the banks approval and due diligence 
requirements
•  Scan closed loans to the loan documentation folders and ensure all requirements are met to 
fund
•  Fund loans and submit documentation package to loan servicing for booking
•  Once loan is booked scan closing files to Director
•  Maintain a work in process log
•  Help maintain vault as necessary
•  Create and maintain a courteous and professional relationship with co-workers while maintaining 
timely and prompt daily attendance
OTHER DUTIES:
•  Back up post close review as necessary
•  Other duties as assigned
REQUIRED EXPERIENCE/SKILLS:
•  Six months to one year related job experience preferred
•  Experience with Laserpro preferred
•  Experience with Navigator and Director preferred
•  Strong written and verbal communication skills

REQUIRED EDUCATION:
•  High school diploma or equivalency (GED)
WORKING CONDITIONS:
•  Office environment with little exposure to physical hazards or conditions
•  Ability to enter data into a computer and work with computer programs: Microsoft Word and 
Excel
•  Ability to stand and/or sit for long periods of time
•  Ability to reach with hands and fingers, touching computer buttons/adding machine buttons for 
extended periods of time
•  Ability to use fingers and hands to answer telephone repeatedly

WHAT CAN WE OFFER YOU:
•  Working with an energetic team focused on making our customers financially successful!
•  An opportunity to grow your career and do amazing things!
•  Collaborative and energetic work environment
•  Incentive program based on performance
•  Paid Time Off (PTO) and Paid Holidays for Full Time/Part Time Employees
•  Paid time to support your community!
•  Health, Dental, Vision (Full Time)
•  401K match and Life Insurance (Full Time/Part Time Employees)
•  Educational Assistance Program (Full Time/Part Time Employees)
•  Employee Assistance Program

Employees are expected to comply with all laws, regulations, bank policies and procedures,
including specifically First State Bank’s Bank Secrecy Act and Anti-Money Laundering Policy and 
procedures, and it’s Customer Identification Program. Failure to comply with either the letter 
and/or spirit of these laws may result in disciplinary action, up to an including termination.

This job description does not list all the duties of the job. You may be asked by supervisors or 
managers to perform other instructions and duties. You will be evaluated in part based on your 
performance of the tasks listed in this job description.

Management has the right to revise this job description at any time. The job description is not a 
contract for employment, and either you or the employer may terminate employment at any time, for 
any reason.