Commercial Loan/Lease Documentation Specialist III

2 weeks ago


San Antonio, United States Frost Bank Full time
Job Description

It's about process, progress, and people.

Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you enjoy researching and verifying information? Do you strive to go above and beyond to ensure a seamless experience? If so, being a Commercial Loan Documentation Specialist III with Frost could be for you.

At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services.

Who you are:

As a Commercial Loan/Lease Documentation Specialist III, you are our loan experience champion. You'll be responsible for facilitating all aspects of complex Commercial Loan/Lease documentation. You'll use your analytical skills, inquisitive mind, and detail-orientated approach to check for accuracy and stay up to date on laws and regulations to best serve our organization and customers. You welcome a challenge and strive to continuously improve processes with integrity, caring and excellence in mind.

What you'll do:
  • Prepare Commercial loan/lease documents using specific approved loan terms while complying with internal bank policies and procedures as well as regulatory and legal requirements
  • Coordinate with title companies, surveyors, third party vendors, inside counsel, and other parties in the preparation of loan documentation and closing of Commercial loan transactions
  • Coordinate with title companies, customers, and other parties to perfect liens and clear issues on titles
  • Prepare and review loan-closing checklists to ensure all necessary documents and fees are listed and provide checklists to title companies to assist in the preparation of settlement statements
  • Recognize deficiencies in documentation and advise Lenders and Assistants in obtaining required items
  • Review closed loan packages for completeness and prepare packages for booking and funding
  • Coordinate funding with Funding department and Lenders.
  • Assist Lenders, ARM's, and Attorney Closing Assistants in clearing exceptions and also with post-closing and imaging of loan packages
  • Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What You'll Need:
  • 3+ years Commercial Loan/Lease experience
  • Proficient in Microsoft computer applications
  • Excellent written and verbal communication skills
Additional Preferred Skills:
  • 3+ years Commercial Loan/Lease documentation experience
Our Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
  • Medical, dental, vision, long-term, and life insurance
  • 401(k) matching
  • Generous holiday and paid time off schedule
  • Tuition reimbursement
  • Extensive health and wellness programs, including our Employee Assistance Program
  • Referral bonus program + more


Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader is banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

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