Loan Documentation Specialist II

This position will perform various duties associated with the proper monitoring and administration of MIB’s loan portfolio. The Loan Documentation Specialist is responsible for ensuring loan files are complete and accurate, monitoring all loan documents that require continuing updates, and keeping MIB files up‑to‑date. The role also involves timely reporting of monthly loan reports, providing a frontline point of contact for incoming loan calls and emails, and facilitating daily office support activities. Essential Duties & Responsibilities Review & document new loan files/renewals/modifications as they are booked by MIB. Assist with the coordination and preparation of the documentation necessary for loans closed by MIB. Book and fund new loans. Maintain computerized tracking system for documentation, ensuring any missing or expired documents are updated. Work closely with loan officer(s) on loan projects, including technical exceptions. Ensure all loan participants receive all documentation pertaining to a loan sold to them by MIB. Post transactions for master and participant loans, ensuring MIB’s balance corresponds with the sending bank’s balance if necessary. Audit daily posting of transactions to MIB’s operating system, verifying originated, purchased, and participated payments; balance loans to the general ledger; track daily activity in a spreadsheet. Prepare requested examiner letters. Maintain filing system on a daily basis. Provide prompt and quality customer service and support to MIB customers. Prepare loan payment notices for all loans originated by MIB. Assist with the preparation of monthly board reports. Help train and advise other office support personnel; work in a team environment. Assist in gathering reports needed by bank auditors and regulators. Ensure that loan maintenance is entered correctly. Reconcile general ledger accounts assigned to the loan department. Additional Duties Responsible for Bank Secrecy Act compliance where applicable in reference to this position. Other duties as assigned. Competencies Problem‑solving – identify and resolve problems promptly; gather and analyze information skillfully. Oral communication – speak clearly and persuasively; demonstrate group presentation skills; participate in meetings. Quality management – seek ways to improve; promote quality; demonstrate accuracy and thoroughness. Judgment – make decisions; exhibit sound, accurate judgment; make timely decisions. Planning/organizing – prioritize and plan work activities; use time efficiently; develop realistic action plans. Strong customer orientation. Computer proficiency: Word, Excel, PowerPoint. Good time management skills. Excellent attention to detail. Work well in a team environment. Able to maintain confidential information. Supervisory Responsibility This position has no supervisory responsibilities, but may assist with the training of newly employed Loan Documentation Specialists. Work Environment This job operates in a professional office environment. It routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines. Physical Demands Requires sitting, standing, bending, and reaching. May require lifting up to 25 pounds. Requires manual dexterity for operating standard office machines (computers, fax machine, calculators, telephone). Requires normal range of hearing and vision. Position Type and Expected Hours of Work This is a full‑time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Flexible work schedules may be allowed when feasible, provided they do not interfere with efficient services. Time Requirements & Travel 95% Administrative/Organizational. 5% Travel. Qualifications Four‑year degree in a business‑related field (preferable finance or accounting) or four years of experience in a bank, financial, or regulatory setting. Ability to work with a variety of computer software including Microsoft Office. Highly competent with exceptional organization skills. Detail oriented and capable of managing several different projects simultaneously. Other Duties This job description is not designed to cover a comprehensive listing of activities, duties, or responsibilities. Duties, responsibilities, and activities may change at any time with or without notice. #J-18808-Ljbffr