Commercial Loan Documentation Coordinator

Commercial Loan Documentation Coordinator

Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we'll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.

The Commercial Loan Documentation Coordinator will act as the liaison between the loan assistants and the Loan Documentation team. Specifically, they will be responsible for doing the initial review of the documents, work through the checklist, and work with the Loan Assistants on any missing items. This position will report directly to the Loan Documentation Manager and will be considered a top tier position within Loan Documentation.

A successful candidate in this role will have experience using Microsoft Office products, strong verbal and written communication skills, organizational skills, the ability to communicate issues and solutions and work with individuals at all levels of the business, be a team player, and be proactive with good problem-solving skills.

Key Responsibilities

• Loan Documentation Verification
• Initial review of documents submitted by the Loan Assistant
• Verify documents based on defined checklist
• Work with Loan Assistant to collect any missing documents

• Loan Documentation
• Ability to provide high volumes of work in a fast-paced environment with minimal errors while meeting deadlines
• Work closely with Loan Officers and Loan Assistants along with the Loan Documentation Supervisor and Team Lead to ensure loan documents are prepared within the Equity Bank Service Level standards
• Process Unsecured, UCC, Vehicle, Possessory, Real Estate and Aircraft secured notes
• Ability to review for lien perfection on all collateral types
• Ability to process Loan Adverse Actions
• Ability to review Corporate Documentations
• Process SBA, Participated, Construction, and Letters of Credit secured notes
• Ability to review Attorney Prepared loan documentation and ensure that documents adhere to Equity Bank standards for processing with bank systems
• Ability to process loan subordinations, extensions and modifications

• Other Loan Documentation Support
• Ability to track and monitor work through Smartsheet
• Ability to navigate Precision and Director for review of loan details and collateral
• Ability to assist with Lien Releases
• Ability to review team members loan documents to ensure loan document integrity, accuracy and meets the standards of the Loan Policy

Required Skills & Education Requirements

• 2 years of college preferred or equivalent experience
• 3 years loan documentation experience
• 1-2 years of financial services industry experience
• 1-2 years bank experience preferred
• Laser Pro or equivalent documentation software experience preferred
• MS Office experience required
• Excellent interpersonal and written skills
• Ability to work in a professional environment, yet still have fun
• Computer skills required, especially the ability to work in Windows based systems

Find your future at Equity Bank!

The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.

Physical Requirements: This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.

Work Environment: This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.

Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant's race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.