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

Senior Document Services Specialist

Seacoast Bank

JOB SUMMARY

Perform all functions required to prepare the appropriate commercial loan documents in accordance with Bank policies, procedures and regulatory compliance based on borrowing entity, purpose of proceeds and collateral securing the loan. Work closely with bank counsel on complex commercial transactions that involve collateral such as aircraft loans, transportation loans, leases as well as SBA loans. Prepare Letters of Credit, subordination and/or assignment documents and all related documentation. Obtain and review information in conjunction with the preparation of loan documents, such as ordering appraisals, title searches or policies, etc. Coordinate information and closings with loan officers and/or closing agents. Implicit to the role is being a collaborative team player with strong relationship management, customer service and communication skills. Ability to work in a fast paced, deadline driven environment while delivering highest levels of customer service.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Prepare loan documentation for commercial loans in-house as well as work closing with bank counsel on complex commercial transactions that involve collateral such as aircraft loans, transportation loans, leases as well as SBA loans. Prepare requests in accordance with loan approval, Bank policies and regulatory compliance. Obtain and review all due diligence information required in conjunction with the preparation of the loan documents, such as ordering title searches, performing UCC searches, corporate record searches, surveys and flood certifications Ensure loan approval conditions have been cleared and documented prior to closing Coordinate information and closings with loan officer, closing agents, attorneys and borrowers Support a quality partnership with Lending and Branch personnel to deliver superior customer service Responsible for meeting processing production goals within established error ratio guidelines Meet Service Level Agreement established for the Document Services Department to consistently deliver the highest level of customer service Ensure adherence to AML/BSA requirements, operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements. EDUCATION and/or EXPERIENCE High school graduate with some college preferred 8+ years of commercial processing experience. LaserPro software experience preferred. Familiar with lending related regulatory compliance preferred Knowledge of general ledger entries preferred Must be able to type a minimum of 40+ words per minute Must possess strong PC skills including Word, Excel and Outlook Must be detail oriented with excellent organization and communication skills Must have the ability to work well under pressure and effectively multi-task in a deadline driven environment The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #J-18808-Ljbffr Seacoast Bank

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Document Services Specialist in Florida, NY vacancy
  • Florida Department of Children & Families - Office of Economic Self-Sufficiency seeks a Senior Human Services Program Specialist in Fort Pierce. Responsibilities include collecting, analyzing program data, training needs assessment, and administering monitoring activities... 
    Senior
    Work at office

    State of Florida

    Florida, NY
    1 day ago
  • $42.56k

     ...82071 Agency: Children and Families Working Title: Senior Human Services Program Specialist Senior Human Services Program Specialist Florida Department...  ...claiming Veterans’ Preference must attach supporting documentation with each submission that includes character of... 
    Senior
    Work at office
    Local area
    Monday to Friday

    State-of-Florida

    Florida, NY
    3 days ago
  • $18 per hour

    Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: 68900263 - OPS SENIOR HUMAN SERVICES PROGRAM SPECIALIST Date: Aug 19, 2026 The State Personnel System is an E-Verify employer. For more information click on ourE-Verify Website... 
    Senior
    Hourly pay
    Permanent employment
    Full time
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    My Florida CFO

    Florida, NY
    4 days ago
  •  ...alert: Select how often (in days) to receive an alert: SENIOR HUMAN SERVICES PROGRAM SPECIALIST - 64005816 1 1 Agency: Department of Health This is...  ...questions for this position must be verifiable by documentation provided through the electronic application process.... 
    Senior
    Full time
    Contract work
    Work at office
    Local area
    Monday to Friday
    Weekend work
    Afternoon shift

    My Florida CFO

    Florida, NY
    2 days ago
  • Seacoast Bank is seeking an experienced Commercial Loan Documentation Specialist to prepare and coordinate documents for complex loans, including aircraft, transportation, leases, and SBA transactions. You will work with bank counsel, process letters of credit, subordination... 
    Senior

    Seacoast Bank

    Florida, NY
    2 days ago
  •  ...meaningful memories, whether they're at home or on the road. The Documents Control Specialist is a key member of the Quality department and will work in...  .... Self-motivated and proactive with strong customer service orientation. Ability to establish and maintain effective... 
    Work experience placement
    Work at office

    Harmar Mobility, LLC

    Florida, NY
    3 days ago
  • $35.5 - $36.5 per hour

     ...Major Equipment (i.e. Transformers/regulators, breakers, regulators, switches, instrument transformers, reactors, capacitors, etc.) documentation (drawings, Test reports, Instr books, parts lists, and photos) in a Client’s data management system (i.e. CastPro, etc). When... 
    Hourly pay
    Contract work

    US Tech Solutions

    Florida, NY
    1 day ago
  •  ...responsible for filing Enterprise Transmission Major Equipment documentation (drawings, test reports, instruction books, parts lists, and...  ...replacement. This position can be located anywhere within the service territory. Key responsibilities Uploading information into a document... 
    Work at office

    Bartech Staffing

    Florida, NY
    2 days ago
  • $18 per hour

    Full‑time Document Processing Specialist - Title & Trade - fully on-site in Ocoee, FL starting at $18/hr, with pay increasing based on experience...  ...ve delivered unforgettable vacations through exceptional service, innovation, and community engagement, now expanding with... 
    Daily paid
    Full time
    Work at office
    Local area
    Flexible hours

    Westgate Resorts

    Florida, NY
    1 day ago
  • THE TEAM YOU WILL BE JOINING Join a technical operations team responsible for maintaining engineering documentation supporting critical transmission infrastructure. Partner with engineering, asset management, manufacturers, and other technical stakeholders to ensure equipment... 
    Work at office

    AccruePartners

    Florida, NY
    5 days ago
  • $18 per hour

    A leading private timeshare company in Ocoee, FL, is seeking a Document Processing Specialist to handle title and trade documentation. The successful candidate will review documents for accuracy, process ownership paperwork, and verify information across multiple systems... 
    Full time

    Westgate Resorts

    Florida, NY
    1 day ago
  • $18 - $19 per hour

    Document Management Phone Specialist - Ocoee, FL Job Description Westgate Resorts is seeking a Document Management Phone Specialist to join our team...  ...bilingual (Spanish/English) professional with strong customer service, call handling, and documentation skills who enjoys... 
    Hourly pay
    Daily paid
    Full time
    Work at office
    Local area
    Remote work
    Work from home
    Monday to Friday
    Flexible hours

    westgate resorts

    Florida, NY
    4 days ago
  • $50k - $60k

    Document Control Specialist Position Type: Full-Time Location: Alachua, FL (Onsite Monday - Friday) Reporting to: Director of Quality Position Overview: The Document Control Specialist is a member of the Quality Assurance team and collaborates with all other departments... 
    Full time
    Immediate start
    Monday to Friday

    Strive Pharmacy

    Florida, NY
    1 day ago
  • $16.63 - $26.6 per hour

     ...identification barcode. Reviews the paper record against the electronic document to verify image quality and identify missing documents....  ...[Required] Proven record of providing excellent customer service & ability to contribute to team goals [Required] Ability to understand... 
    Full time
    Work experience placement
    Work at office
    Local area
    Shift work
    Weekend work

    AdventHealth

    Florida, NY
    5 days ago
  • OVERVIEW: The Senior Marine Documentation Specialist coordinates all aspects of the U.S. Guard Documentation process, but not limited to; filing, reviewing...  ...deals. Understands who your customer is and provides a high level of customer service. #J-18808-Ljbffr MarineMax
    Senior
    Work at office
    Immediate start

    MarineMax

    Florida, NY
    3 days ago
  • BNY is seeking a Senior Specialist, Client Success to design, develop, and deliver client training and education materials. The role enhances client experience, drives adoption, and promotes client self-sufficiency through blended learning tailored to diverse client audiences... 
    Senior

    BNY

    Florida, NY
    1 day ago
  • The Bachrach Group is seeking a Customer Care Specialist Level 4 in Maitland, Florida. This senior role within our centralized contact center oversees the full customer experience lifecycle—from initial prospect engagement through application, leasing, and ongoing resident... 
    Senior
    Weekend work

    The Bachrach Group

    Florida, NY
    4 days ago
  • A leading senior care advisory service is seeking an Inbound Sales Representative to be the first point of contact for families exploring senior care options. In this remote role, you'll conduct consultations, educate families on care options, and drive family satisfaction... 
    Senior
    Remote job

    A Place for Mom

    Florida, NY
    2 days ago
  • Guardant Health, Inc. is seeking a Client Services Key Account Specialist to provide high-touch support for Key Accounts, navigate EMR systems, and ensure accurate clinical documentation. The role emphasizes timely case resolution, proactive communications, and cross-functional... 
    Senior
    Remote job

    Guardant Health, Inc.

    Florida, NY
    2 days ago
  • BNY Mellon is seeking a Senior Specialist for their Hedge Fund Accounting Team located in Lake Mary, Florida. This role involves conducting comprehensive accounting services, mentoring junior team members, and interacting with clients regarding fund performance. Candidates... 
    Senior

    BNY Mellon

    Florida, NY
    1 day ago
  •  ...deliver a branded client experience. The ideal candidate will have over 12 years of experience in private banking or complex financial services, exceptional interpersonal skills, and the ability to influence and actively engage clients. Responsibilities include leading... 
    Senior

    Bank of America

    Florida, NY
    1 day ago
  • A leading fashion company is seeking a Senior Client Advisor with a focus on private clienteling in Palm Beach, FL. The role demands cultivating relationships with personal shoppers and managing in-store appointments to enhance revenue. Ideal candidates should possess... 
    Senior
    Full time

    Retail For The People

    Florida, NY
    2 days ago
  • BNY Mellon seeks a Senior Specialist in Fund/Client Accounting to join our Lake Mary, FL team. This in-office role requires four days in the...  ...complex fund accounting tasks. You will conduct accounting services for assigned clients and funds, perform reconciliations, and... 
    Senior
    Work at office

    BNY

    Florida, NY
    2 days ago
  • Aveva Drug Delivery Systems in Miramar, FL is seeking a Senior PMC Investigator to oversee daily, weekly, and monthly tracking of complaints...  ...role involves initiating multidisciplinary investigations and documenting results in a validated database in compliance with FDA rules.... 
    Senior

    Aveva Drug Delivery Systems

    Florida, NY
    3 days ago
  • J.P. Morgan Advisors is seeking a Client Associate to support Financial Advisors in delivering wealth management services to ultra-high net worth clients. You will handle client onboarding, account maintenance, and provide investment quotes to clients. Collaborating with... 
    Senior

    JPMorganChase

    Florida, NY
    3 days ago
  •  ...build lasting client relationships and understand financial goals. You will match customer needs with Seacoast Bank products, explain services clearly, and seek referrals while maintaining strong ethics and compliance. Responsibilities span opening and maintaining accounts... 
    Senior

    Seacoast Bank

    Florida, NY
    2 days ago
  • BNY Mellon is hiring a Senior Specialist in Client Processing for their Lake Mary location. The role involves ensuring service level agreements are met and reviewing account requests for compliance. The ideal candidate will have a Bachelor’s degree, 5-7 years of experience... 
    Senior

    BNY Mellon

    Florida, NY
    3 days ago
  • athenahealth is seeking a Senior Coding Associate for Customer Insights to support adoption of the athenaOne Medical Coding Service. You will evaluate customer readiness, analyze documentation and configurations, and design process improvements to improve efficiency and... 
    Senior

    athenahealth

    Florida, NY
    4 days ago
  • Tek Pro Support Services, LLC (TSS) seeks an Administrative Executive Assistant to support our ongoing mission in Doral, FL. This position is 100% onsite and may require travel throughout the year. The role coordinates travel, manages executive calendars, prepares decision... 
    Senior

    Bristol Bay Native Corporation

    Florida, NY
    1 day ago
  •  ...Inc. in Saint Petersburg, FL, invites applications for a Senior PCB Client Support Specialist. You will advise clients on a range of financial...  ...emphasizes clear communication, problem solving, and delivering service with integrity. You will review transactions for policy... 
    Senior

    Raymond James Financial, Inc.

    Florida, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Document Services Specialist. Be the first to apply!