Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Commercial Loan Documentation Preparation Specialist

Sunflower Bank

Commercial Loan Documentation Preparation Specialist

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full-time position of Commercial Loan Documentation Preparation Specialist.

The Commercial Loan Documentation Preparation Specialist position is responsible for activities related to document preparation and review of required information necessary for commercial lending transactions including new loans and/or modifications of existing credit facilities with varying levels of complexity. This position is responsible for accurately performing pre-closing and post-closing duties related to complex commercial loan documentation and operations in a multi-state environment.

Responsibilities:

  • Prepare commercial loan documentation with an emphasis on operational excellence.
  • Perform document review to ensure accuracy and completeness of all transactions by conducting a self-review of work completed to ensure accuracy of loan package.
  • Obtain and review all pertinent information required to document loans for delivery to lender prior to the requested time.
  • Proactively identify issues that could potentially delay or prevent closings, notify the appropriate parties and work to resolve issues efficiently.
  • Review LaserPro and attorney prepared documents prior to booking and funding to ensure loan stipulations on the Loan Approval and Credit Memorandum are met.
  • Maintain knowledge of all aspects of commercial loan documentation, understanding legal entities and loan documents such as Notes, Security Instruments, Loan Agreements etc.
  • Work independently and prioritizes a high volume of work.
  • Review loan risks and competing security interests by examining UCC records.
  • Maintain knowledge of regulatory requirements.
  • Maintain knowledge of current loan policies.

Education / Experience Preferred:

  • Minimum of 6 years of banking experience with a minimum of 4 years in a commercial lending environment
  • Prior experience in creating commercial loan documentation with the use of LaserPro strongly preferred
  • Detail oriented to ensure accuracy of each loan
  • Personal understanding of entity documents for all types of borrowing entities
  • Previous experience with regulatory compliance items for both consumer and commercial loans
  • Thorough understanding of complex loan and security documentation, including the requirements of all types of lien perfection
  • Ability to work quickly and independently in a fast-paced environment
  • Perform assigned tasks within the established Service Levels
  • Maintain personal performance within the established thresholds
  • Excellent oral and written communication skills
  • Ability to develop and maintain working relationships with peers, co-workers and other bank employees, building trust and mutual respect

Pay is dependent on knowledge, skills, abilities, experience, and location.

Working Conditions:

The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.

Sunflower Bank Benefits:

People choose to "bank" with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.

Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:

  • Rooted in Strength
  • Propelled by Growth
  • Individuals in a Great Whole
  • Creating Possibility
  • Community Focused

Associates enjoy outstanding benefits, including:

  • 401(k) Plan with 6% Match
  • Health/Dental/Vision Insurance
  • Company-paid Life Insurance
  • Tuition Reimbursement
  • Fitness Reimbursement
  • Paid Time Off
  • Volunteer Leave
  • Paid Holidays
  • Plus many more associate perks & incentives!

EOE/AA: Minorities/Females/Disabled/Vets

Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Commercial Loan Documentation Preparation Specialist in Plano, TX vacancy
  •  ...Senior Associate, SBA Loan Documentation & Closing Specialist Small businesses are the backbone of America...  ...advice and resources that can help them prepare for what's next. We've helped over...  ...products. Prepare complex commercial loan documents using in-house and third... 
    Commercial
    Work at office

    Capital One

    Plano, TX
    19 hours ago
  •  ...Mortgage Loan Documentation Specialist (Closing) We're looking for an experienced professional to prepare closing loan packages for private banking clients, including portfolio and non-conforming mortgage products. If you thrive on detail, deadlines, and hands-on work... 
    Suggested
    Contract work
    Work at office
    Shift work

    MidFirst Bank

    Plano, TX
    3 days ago
  •  ...Loan Origination Associate I Join JPMorganChase as a Loan Origination...  ...clients to gather necessary documentation and manage expectations for a...  ...Underwriters to facilitate commercial real estate loan...  ...expectations throughout the process. Prepare and dispatch documentation... 
    Commercial
    Full time
    Work at office

    Chase

    Plano, TX
    2 days ago
  • $64.7k - $73.9k

     ...A leading financial institution is seeking an Associate in Commercial Loan Servicing Operations to manage a portfolio of agent syndicated loans. The position offers remote work flexibility while requiring strong analytical abilities and communication skills. Candidates... 
    Commercial
    Remote work

    Capital One

    Plano, TX
    1 day ago
  •  ...Loan Servicing Analyst Join a collaborative team where you...  ...loans pledged as collateral, preparation and analysis of borrowing...  ...sublimit issues, margin calls, and documentation exceptions) with clients and...  ...and small business banking, commercial banking, financial... 
    Commercial
    Work experience placement
    H1b
    Work at office
    Monday to Friday
    Flexible hours

    Chase

    Plano, TX
    10 hours ago
  •  ...the Role: This multifaceted role combines document control responsibilities with the...  ...status of each unit Shipping Documents Prepare labels and other necessary shipping documents...  ..., in offices, in multiple shops, and in commercial buildings. Maintaining the same position... 
    Commercial

    Maverick Power LLC.

    Garland, TX
    2 days ago
  •  ...fill the position of a full-time Commercial Loan Closing Coordinator Specialist in Plano, TX ....  ...compliance of al pre-closing and closing documentation and monitoring execution of all loan...  ...processes required for both bank-prepared and attorney-prepared commercial... 
    Commercial
    Full time
    Flexible hours

    Sunflower Bank, N.A.

    Plano, TX
    11 days ago
  •  ...of a uniform system to account for and document the participation and achievement of program...  ...in a timely manner. Coordinates commercial transportation needs of students in compliance...  ...through participation and achievement. Prepares arrival pay sheets for students. Reviews... 
    Commercial
    Permanent employment
    Temporary work
    For contractors
    Work at office
    Day shift

    Serrato Corporation

    Mckinney, TX
    4 days ago
  • $66.7k - $76.1k

     ...working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You...  ...comparing the information to the bank's loan system. The associate is responsible for...  ...deals, credit products and complex documents preferred. Some primary functions of... 
    Commercial
    Full time
    Part time
    Work at office
    Local area
    Work from home
    Home office

    Capital One Financial Corp

    Plano, TX
    4 days ago
  •  ...Commercial Loan Assistant II This position is responsible for providing exceptional service to bank customers...  ...closing, funding and booking loans, preparing loan worksheets, collecting and ordering necessary documents such as flood certificates, title work, and appraisals... 
    Commercial
    Work experience placement

    First United Bank

    Plano, TX
    2 days ago
  • $64.7k - $73.9k

     ...Associate, Commercial Loan Servicing Operations (Agency Syndications) Are you looking for a challenging role that includes the convenience...  ...all tasks are completed accurately and compliant with documented SLA’s Manage and maintain effective oversight across multiple... 
    Commercial
    Work at office
    Local area
    Work from home
    Home office

    Capital One

    Plano, TX
    2 days ago
  •  ...Commercial Account Executive Built on meritocracy, our unique company...  ...review and monitor various documents such as certificates of...  ...reviews, etc. May be involved in preparation of such documents for complex...  ...Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement... 
    Commercial
    Contract work
    Work at office

    Brown & Brown

    Plano, TX
    3 days ago
  •  ...Mortgage Loan Processor The Mortgage Loan Processor role will be responsible for performing a variety of documentation duties related to both agency and portfolio loans while ensuring...  ...Company and its subsidiaries offer commercial, private banking, consumer, small business... 
    Commercial

    First Horizon

    Plano, TX
    4 days ago
  •  ...Seeking an onsite Documentation Specialist to join a Fortune 500 Financial Services Corporation. The department is a high volume and fast paced line of business. As a Document Specialist, you will be assigned various documentation and administrative tasks daily that will... 
    Work at office
    Monday to Friday
    Flexible hours

    Dexian

    Plano, TX
    19 hours ago
  •  ...Senior Commercial Client Administrator The Senior Commercial Client Administrator serves...  ...inquiries, account transactions, and documentation, ensuring prompt and accurate resolution. Prepare, review, and coordinate required loan documentation, using platforms such as... 
    Commercial
    Work at office
    Local area

    Hancock Whitney

    Plano, TX
    2 days ago
  • $60k - $114k

     ...Defense company that provides advanced systems and services for commercial, military and government customers worldwide. It comprises...  ...must reside within commuting distance to Richardson, TX, and be prepared to work at least three days per week in the office. What You Will... 
    Commercial
    For contractors
    Work at office
    Worldwide
    Flexible hours
    Shift work
    3 days per week

    RTX

    Richardson, TX
    1 day ago
  •  ...streamline operational tasks under documented human oversight. Key...  ...deposits, withdrawals, transfers, loan payments, and negotiable...  ...replenishment, and balancing and prepare all necessary reports for...  ...Instruments handling under the Uniform Commercial Code (Articles 3 and 4).... 
    Commercial
    Contract work
    Work at office
    Immediate start
    Shift work

    Credit Union Texas

    Richardson, TX
    1 day ago
  • $43k - $56.7k

     ...refrigeration success, Lennox provides our residential and commercial customers with industry-leading climate-control...  ...handling, and departmental event planning. Prepare, edit, format, and maintain professional documents, spreadsheets, reports, presentations, agendas,... 
    Commercial
    Temporary work
    Work experience placement
    Work at office

    Lennox

    Richardson, TX
    19 hours ago
  •  ...part of First United.* Acquisition, expansion and retention of commercial relationships using a proactive calling strategy.* Cross-sell ancillary...  ...bank.* Analyzes credit history of applicants and determines loan repayment capabilities.* Negotiates credit terms, such as costs... 
    Commercial
    Local area

    First United Bank

    Mckinney, TX
    4 days ago
  •  ...Loan Servicing Associate II Join the firm that FORTUNE has named one of the top five...  ...knowledge will be key in interpreting documents, interacting with stakeholders, and meeting...  ..., consumer and small business banking, commercial banking, financial transaction... 
    Commercial
    H1b
    Work at office
    Relocation package

    JPMorgan Chase

    Plano, TX
    3 days ago
  •  ...Commercial Lending Assistant The Commercial Lending Assistant is...  ...opportunity. Supports Commercial Loan Officers in the servicing and...  ...commercial loan portfolios Prepares and processes loan...  ...loan approvals, and closing documents, including interfacing with the... 
    Commercial
    Work at office

    American National Bank of Texas

    Parker, TX
    4 days ago
  •  ...Commercial Loan Officer This position is responsible for developing new business through the underwriting, structuring, and closing commercial loans, as well as maintaining and servicing an existing portfolio. Major duties and responsibilities include acquisition... 
    Commercial

    First United Bank

    Mckinney, TX
    2 days ago
  •  ...makes a difference. Join a mission-driven team that’s committed to putting children and families first. Position: Supporting Documentation Specialist Hours: Monday-Friday 8am-5pm THE POSITION We are looking for a full time Supporting Documentation Specialist to join our... 
    Full time
    Temporary work
    Local area
    Monday to Friday

    Pediatric Health Choice

    Richardson, TX
    3 days ago
  •  ...Commercial Loan Assistant II This position is responsible for providing exceptional service to bank customers by assisting with commercial loans as well as utilizing knowledge of the various accounts and products offered by the bank. Major duties and responsibilities... 
    Commercial

    First United Bank

    Frisco, TX
    19 hours ago
  •  ...Use and maintain common/special tools • Prepare requests for turn-ins and repair parts Some...  ...career with aircraft manufacturers, commercial airlines, and government agencies. Earn While...  ...coverage) 401(k)-type savings plan Student Loan Repayment Program (up to $50,000, for... 
    Commercial
    Part time
    Weekend work

    National Guard OMD

    Richardson, TX
    5 days ago
  •  ...information, countersignatures, invoices, broker information, etc. Prepare and draft correspondence such as quote letters, memorandums,...  ...assemble approved policies, renewals, and other supplemental documents for distribution. Forward requested underwriting files and related... 
    Full time
    Work at office

    HCC Service Company, Inc.

    Plano, TX
    19 hours ago
  •  ...wings, fuselages, and tail assemblies • Prepare aircraft for inspections and maintenance...  ...career with aircraft manufacturers, commercial airlines, and government agencies. Earn...  ...~401(k)-type savings plan ~ Student Loan Repayment Program (up to $50,000, for existing... 
    Commercial
    Part time
    Weekend work

    National Guard OMD

    Richardson, TX
    3 days ago
  • $119.4k - $136.2k

     ...portfolio of multifamily agency loans, with primary focus on...  ...including related review of loan documents and other agreements Manage client...  ...CREFC watchlist triggers and prepare investor comments for...  ...least 4 years of experience in commercial real estate At least 3 years... 
    Commercial
    Full time
    Part time
    Work at office
    Local area

    Capital One National Association

    Plano, TX
    19 hours ago
  •  ...storage of flammable and hazardous materials • Prepare requests for turn-ins and repair parts...  ...career with aircraft manufacturers, commercial airlines, and government agencies. Earn While...  ...) 401(k)-type savings plan Student Loan Repayment Program (up to $50,000, for existing... 
    Commercial
    Part time
    Weekend work

    National Guard OMD

    Richardson, TX
    5 days ago
  • $5,000 per month

     ...Casualty Insurance Placement Specialist to join our growing team. How...  ...differences between carrier options Prepare high quality and accurate...  ...clear knowledge of commercial insurance coverage and standard...  ...Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement... 
    Commercial

    Brown & Brown

    Plano, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Commercial Loan Documentation Preparation Specialist. Be the first to apply!