Loan Documentation Specialist

POSITION: Commercial Loan Documentation Specialist

LOCATION: Phoenix, Arizona (Camelback area)

*THIS IS A ON-SITE POSITION AND YOU MUST BE LOCATED IN THE PHOENIX AREA TO BE CONSIDERED FOR THIS POSITION*

DEPARTMENT: Lending

SCOPE: Works independently performing lending functions while following Bank policies and procedures. Questions regarding Bank policy should be directed to their supervisor.

SUPERVISES: N/A STATUS: FT, Non-Exempt

HOURS: 8:00 – 5:00 Monday - Friday (Flexible hours allowed if preference is earlier or later)

SUMMARY: Prepares commercial loan documents and assembles proper documentation for loan packages. Maintains loan files, including tracking insurance and perfecting collateral/security. Provides friendly, quality customer service Treats customers with respect and dignity either in person, over the telephone, or via email.

ESSENTIAL DUTIES AND SPECIFIC JOB FUNCTIONS: (Include but are not limited to the following. Other duties and responsibilities may be assigned):

•Maintains financial institution loan records;

•Prepares commercial loan documents for loan closings;

•Inputs loan information, processes loan changes, and reviews entered information for accuracy;

•Processes documents for payments;

•Establishes and maintains files on each loan and ensures that the information is complete and accurate before processing and forwarding to the loan officer for approval;

•Records and tracks insurance on loan collateral;

•Records documents, as needed;

•Receives and processes loan payments;

•Prepares various management reports;

•Processes UCC filings and balances loan accounts;

•Assists customers, in person or over the phone, with routine inquiries regarding payoffs, changes of ownership, note modifications, beneficiaries, and other loan details;

•Protects the privacy and confidentiality of customers, other employees, and the Bank.

SPECIFIC JOB REQUIREMENTS:

•Prior experience preparing commercial loan documents; Knowledge of Laser Pro required;

•Understanding of loan application policies and procedures, as well as documentation required by underwriters and government agencies;

•Previous experience with Microsoft Word and Excel;

•Prior experience with commercial & Industrial (C&I) loans and various types of Commercial Real Estate (CRE) loans.

•Prior experience with SBA or other government guarantee loan programs a plus

•Prior experience with Construction loans a plus

•Prior Teller experience a plus;

•Good organizational and analytical skills;

•Knowledge of Jack Henry System a plus.

•High school diploma or equivalent

SPECIFIC SKILLS:

•Analysis and inspection;

•Organization;

•multi-tasking;

•Business/Office Skills;

•Prioritization.

PHYSICAL REQUIREMENTS:

•Ability to stand or sit for extended periods of time;

•Data entry with the use of a 10 key, computer, adding machine, or calculator;

•Climbing for retrieval purposes;

•Manual dexterity – counting money, folding papers, stuffing envelopes.

ENVIRONMENT:

•Well lit, climate-controlled office setting.