Commercial Loan Documentation Specialist 2

Job Description

Job Description

Our goal at Fidelity is to create a better future by acting with accountability and integrity alongside our customers and within our communities. Since 1908, we have built a legacy upon simple, enduring values and an unwavering commitment to the communities we serve. We pride ourselves on being part of a community-focused and team-oriented work culture where we invest in our associates to ensure success within the company.

Fidelity Bank, headquartered in New Orleans, Louisiana, believes in making a difference by living our mission of "Here for Good" to help families and businesses thrive in the communities we serve.

Fidelity promotes a culture of work/life balance for all associates. We offer a competitive total rewards package for eligible associates including:

• Competitive pay based on the position, qualifications, relevant experience, and skillset

• Paid Time Off

• Up to 14 paid holidays annually

• Comprehensive Medical, Dental, and Vision Insurance

• Employer Funded Health Savings Account

• Paid Parental Leave

• 401(k) with matching contributions

• Wellness Program to reduce health insurance premiums

• Free or discounted banking services

• Basic Life Insurance and AD&D

• Tuition Reimbursement Plan

• Associate Referral Program

• Associate Volunteer Program

• Employee Assistance Fund (subject to IRS guidelines)

• Employee Assistance Program

• Opportunities for training and career development

• Gym Discounts, Verizon Wireless Discounts, Tickets At Work Discounts

• Retail branch locations are closed on Saturdays!

The benefits listing is for informational purposes. Additional details regarding compensation and benefits will be provided during the application process. Fidelity reserves the right to modify, amend, or terminate any and all benefits at any time.

Do you want to make a difference? If so, this opportunity may be the right choice for you! Fidelity Bank is looking for competitive, self-reliant, energetic individuals that are driven to succeed.

Position Summary:

The Commercial Loan Documentation Specialist 2 is responsible for assisting the relationship managers in developing, documenting loan documents, and closing of the commercial loan portfolio, while ensuring that each loan is compliant with loan policy and regulatory requirements as well as contributing to meeting department goals and objectives.

This position is non-exempt under the Fair Labor Standards Act and is eligible for overtime pay.

This position may be filled at a lower or higher level depending on the candidate’s qualifications and relevant experience.

Required Qualifications, Competencies, and Skills:

• GED or High school diploma

• 4 years of experience in commercial loan operations

• Working knowledge of loan and regulatory policy and procedures

• Proficient in Microsoft Office Suite to include Word, Excel, Outlook, PowerPoint, Teams

• Knowledge/experience with: LaserPro

• Developed cognitive skills to include Analytical, Problem Solving, Judgement, Decision-Making, Organization & Planning

• Developed intrapersonal skills to include Follow-Through, Self-Evaluation, Resourcefulness, Tenacity, Initiative

• Developed interpersonal skills to include Communication: Listening, Speaking, and Writing, Resilience & Balance, Collaboration, Client Focus, Versatility

• Developed technology skills to include Technical Acumen, Knowledge Management, Agile Development

• Developed leadership skills to include Coaching & Development, Achieving Results, Strategic Thinking, Addressing Conflict, Business Acumen

Preferred Qualifications, Competencies, and Skills:

• Bachelor’s degree in related business field or 5 years of related/comparable experience

• Knowledge/Experience with: FCM, nCino, Horizon

Essential Duties and Responsibilities:

• Prepare moderately complex commercial and small business loan documentation in accordance with approved credit package to ensure proper lien completion and compliance

• Research various public and private sources to ensure the legal status and identification of entities, collateral location and liens

• Review and verify information on commercial entity structure, including but not limited to, any Corporation, LLC, Partnership, Trust

• Perform UCC searches, understanding how existing liens may affect the Bank’s lien and how to properly perfect a security interest in UCC collateral

• File UCC filings online in accordance with UCC requirements

• Review title commitments and ensure all exceptions have been addressed or omitted

• Recognize exception issues and collaborate with lenders to resolve

• Processes re-amortization and other loan modifications, including Change in Terms documentation

• Work in collaborations with Commercial Loan Operations team involving aspects of commercial booking and post-closing

• Review exceptions items submitted and clear them from the Bank's loan exceptions report

• Coordinate with outside counsel for any requests requiring attorney prepared documents

• Identify and resolve, or escalate, complex problems with minimal guidance

• Assist with training of other staff members and answer due diligence and loan documentation questions

• Maintain higher level of knowledge of processes, procedures, regulations and policies

• Perform Quality Control review of commercial loans pre-close and post-close

• Answer and respond to communications from other departments

• Consistently exemplify our Core Values of Integrity, Community, Dependability, Excellence, Longevity, and Accountability

• Comply with regulatory rules and regulations evidenced through successful completion of training and demonstrated ability

• Perform other duties and/or special projects as appointed by management

• Physical Requirements: primarily sitting with some standing, walking, lifting and bending

Fidelity Bank is an Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Fidelity promotes a drug free workplace.

If you require an accommodation to submit your application for an open position, please send an email request to View email address on ziprecruiter.com or call View phone number on ziprecruiter.com. All information provided will be kept confidential and will only be used to the extent required to provide the needed reasonable accommodation.

For assistance or questions regarding the recruitment process, please email View email address on ziprecruiter.com.

This position is located in Baton Rouge, LA, 70808.