Commercial Loan Documentation Preparation Specialist

6 days ago


Plano, United States Sunflower Bank, N.A. Full time
Sunflower Bank is looking for an energetic, highly motivated individual to fill the position of a full-time Commercial Loan Documentation Preparation Specialist in Plano, TX. The Commercial Loan Documentation Preparation Specialist is responsible for the preparation of all loan documents for SBA and commercial loans including letters of credit. This position remote prints or sends documents to the branches.
  • Draft and prepare legal documents for use in loan closings via Company software platforms.
  • Must ensure primary lien for loan is secured by real estate, including but not limited to, review of title commitments, title policies and endorsements.
  • Obtain and review all pertinent information required to document loans for delivery to lender prior to the requested time.
  • Reviews loan approval documentation and generate a comprehensive due diligence needs list according to credit policy and SBA requirements
  • Review loan risks and competing security interests by examining UCC records.
  • Maintain high level of accuracy and working knowledge of user needs.
  • Maintain knowledge of regulatory and SBA requirements.
  • Maintain knowledge of current loan policies.
  • Maintain the daily Prep Doc Prep Pipeline Report.
  • Follow-up on a regular basis for Pre Doc Prep documentation to ensure timely closing.
  • Maintain knowledge and participate in the promotion of Company's products and services.
  • Provide relief as needed to positions within the Loan Operations Area.
Education / Experience Preferred:
  • Bachelor's degree in Business Administration, Accounting or Paralegal Studies or an equivalent of 4 years of professional experience specializing in SBA or commercial lending operations.
  • A combination of experience in two or more of these areas is highly desired - legal, loan closing, loan administration, loan documentation, loan review, audit or compliance.
  • Technical training in computer systems, banking applications and lending preferred.
  • Must possess exceptional detail and organizational skills.
  • Must possess time management skills.
  • Must possess excellent verbal and written communication skills.
  • Must be able to work flexible hours.
Pay is dependent on knowledge, skills, abilities, experience, and location.

Sunflower Bank Benefits

Employees 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 employee perks & incentives

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.

If you qualify, apply online at www.sunflowerbank.com/careers.

You've never worked anyplace like Sunflower Bank

EOE/AA: Minorities/Females/Disabled/Vets

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

If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.

  • Plano, United States Cornerstone Capital Bank Full time

    DescriptionWho we are looking for:We are seeking an experienced Commercial Loan Administrator responsible for supporting loan officers in an administrative capacity within a highly engaged, high-service environment. First Line staff support for activities that include, assisting with commercial loans to facilitate new loans and loan closings, research and...


  • Plano, United States Sunflower Bank, N.A. Full time

    Sunflower Bank is looking for an energetic, highly motivated individual to fill the position of a full-time Commercial Loan Booking & Servicing Specialist in Plano, TX. The Loan Operations Specialist (LOS) - Loan Booking and Servicing position is responsible for the funding, booking, and servicing of new/renewed/modified commercial, business and/or consumer...


  • Plano, Texas, United States PrideStaff Full time

    Job SummaryPrideStaff is seeking a Senior Loan Operations Specialist to join their team in the North Dallas area. As a key member of the loan administration team, this individual will be responsible for ensuring compliance with investor guidelines, servicing agreements, and loan documents. The successful candidate will have a strong understanding of...

  • Commercial Analyst

    2 weeks ago


    Plano, United States Yoh, A Day & Zimmermann Company Full time

    Job DescriptionJob DescriptionCommercial Analyst needed for a contract opportunity with Yoh’s client located in Plano, Texas. Job DetailsDuration: 6+ months (Initial contract)Schedule: Hybrid Schedule 2-3 days in the office. Location: Plano, Texas 75024 (Local candidates only)Pay Rate: $30 per hour.ResponsibilitiesInclude coordination of loan...


  • plano, United States Ledgent Technology Full time

    Responsibilities:The Home Loan Specialist II is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD). As the Home Loan Specialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. The Home Loan Specialist will: Perform complex data...

  • Home Loan Specialist 2

    2 months ago


    Plano, United States Ledgent Technology Full time

    Responsibilities:The Home Loan Specialist II is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD). As the Home Loan Specialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. The Home Loan Specialist will: Perform complex data...


  • PLANO, United States Capital One Careers Full time

    Plano 3 (31063), United States of America, Plano, TexasSenior Syndication Loan Closing AssociateAre you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Commercial Ops role may be the role for you! You must be within 50 miles driving distance from our Capital One hub location in Richmond, VA,...

  • Document Specialist

    1 month ago


    Plano, United States Red Oak Technologies Full time

    Red Oak Technologies is a leading provider of comprehensive resourcing solutions across a variety of industries and sectors including IT, Marketing, Finance, Business Operations, Manufacturing and Engineering.Our client is a large electronics manufacturer. They are looking for a Document Specialist (POD CSR) to join their team. This role is a CONTRACT...


  • Plano, United States City Bank Full time

    Job Details Job Location Plano Branch - Plano, TX Position Type Full Time   Description The Senior Loan Review Analyst helps monitor the credit quality of the loan portfolio through overseeing Loan Review Analyst market and target reviews. The Senior Loan Review Analyst will monitor the credit quality and economic environment in their assigned market. The...


  • Plano, Texas, United States Capital One Full time

    Capital One is seeking a highly skilled Multifamily Loan Portfolio Manager to join our team in Plano, Texas. As an Asset Risk Mitigation Expert, you will be responsible for the daily oversight and management of an assigned portfolio of multifamily loans, with a primary focus on risk mitigation efforts.The ideal candidate will have a strong background in...


  • Plano, Texas, United States Gpac Full time

    We are seeking a skilled Commercial HVAC Systems Specialist to join our team at GPAC. As a Commercial HVAC Systems Specialist, you will be responsible for servicing, maintaining, and repairing commercial HVAC equipment such as chillers, boilers, and refrigeration units.Key Responsibilities:Service and repair commercial HVAC equipment to ensure efficient...


  • Plano, United States Capital One Full time

    Plano 3 (31063), United States of America, Plano, TexasCommercial Real Estate Asset Management - Asset Manager II The Asset Manager II is responsible for the daily oversight and management of an assigned portfolio of multifamily loans, with a primary focus on risk mitigation efforts. As the primary point of contact, this role is responsible for monitoring...

  • Customer Service

    2 months ago


    Plano, United States Collabera Full time

    Description Home Search Jobs Job Description Customer Service (Loan) Contract to Hire: Plano, Texas, US Salary: $23.00 Per Hour Job Code: 354738 End Date: 2024-11-06 Days Left: 27 days, 3 hours left Apply Position Details: Position: Operations Specialist Job duration: 12 months of contract Location: Plano, TX USA ( Onsite ) Work Schedule: Monday-...

  • Customer Service

    3 weeks ago


    Plano, United States Collabera Full time

    Description Home Search Jobs Job Description Customer Service (Loan) Contract to Hire: Plano, Texas, US Salary: $23.00 Per Hour Job Code: 354738 End Date: 2024-11-06 Days Left: 2 hours left Apply Position Details: Position: Operations Specialist Job duration: 12 months of contract Location: Plano, TX USA ( Onsite ) Work Schedule: Monday- Friday (...


  • Plano, United States Tokio Marine America Full time

    About Tokio Marine:Tokio Marine has been conducting business in the U.S. market for over a century and we are licensed in all states, Puerto Rico and the District of Columbia, and write all major lines of Commercial Property and Casualty Insurance. We provide unique insurance and risk management tools from our experienced staff of account executives,...


  • Plano, United States TalentBridge Full time

    Location: Plano, TX 75024 and Charlotte, NC 28255 Duration: 12 Months This role will be on site M-F in the beginning. Responsibilities: • Customer service representative responsible for a dedicated portfolio of asset based loan facilities. • Process, analyze and evaluate daily client activity, monitor the receipt of client reports, review the content for...


  • PLANO, United States Capital One Careers Full time

    Plano 3 (31063), United States of America, Plano, TexasSr. Manager- Commercial Real Estate Asset ManagementThe Senior Manager is responsible for the daily oversight and management of an assigned portfolio of multifamily loans, with primary focus on monitoring risk while providing exceptional customer service as well as a team of Asset Managers and...


  • PLANO, United States Capital One Careers Full time

    Plano 3 (31063), United States of America, Plano, TexasCommercial Real Estate, Asset Manager IThe Asset Manager is responsible for managing all aspects of an assigned portfolio of loans, with primary focus on monitoring risk while providing exceptional customer service. This position will be a member of the Agency Finance Asset Management...


  • Plano, Texas, United States Conduent Commercial Solutions, LLC Full time

    Job SummaryConduent Commercial Solutions, LLC is seeking a skilled Data Processing Associate II to join our team. In this role, you will perform business support and technical work, utilizing data organizing and coordination skills to drive business outcomes.Key ResponsibilitiesPerform tasks based on established procedures and guidelines.Expand skills within...

  • Senior Loan Processor

    3 weeks ago


    Plano, United States Willow Bend Mortgage Company, NMLS #117371 Full time

    Company DescriptionWillow Bend Mortgage Company, NMLS #117371, was founded in North Dallas in December 1993 by Bill Shaddock. The company is based in Plano, Texas, and has grown into a full-scale mortgage banking operation with offices across Texas and Alabama. Willow Bend Mortgage prioritizes servant leadership principles, focusing on putting clients' needs...