Documentation Specialist - Business Express

Documentation Specialist - Business Express

This position is primarily responsible for ensuring proper documentation is in place to establish a legally binding contract with borrowers. Position is also responsible for securing liens on collateral, and ensuring loans comply with internal bank policies, as well as federal and state regulations to include adherence to the Dodd-Frank, Section 1071 requirements. Tracks exceptions and advises lending staff on documentation issues. Ensures proper approval of loan commitments.

Position Requirements

Candidates should possess 3 years of related experience in financial services to be considered. In lieu of 3 years, will also consider a bachelor's degree plus 1+ year of experience in financial services.

• Excellent interpersonal, written and oral communication skills are required. Ability to make sound decisions and produce great work under general or limited supervision.
• Proficient PC skills including MS Word, MS Excel, and programs used to generate loan documents.
• Ability to adjust priorities to changing circumstances and maintain quality in fast paced atmosphere.
• Great organization skills, very detail oriented.
• Other duties as assigned.

Preferred Qualifications:

• Working knowledge of commercial lending policies.
• Working knowledge of the more complex commercial style transactions
• Working knowledge of credit agreement covenants, loan documentation in multiple states, UCC, ECOA, HMDA, Beneficial Ownership, Fair Credit Reporting Act, and other federal and state regulations.

High School or better.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.