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Loan Documentation Specialist I/II

2 months ago

Santa Rosa, United States Exchange Bank Full time

The Loan Documentation Specialist prepares and reviews loan documentation for all loan types offered by Exchange Bank, ensuring accuracy and compliance of loan documents and collateral perfection. There are two levels of this position. The successful candidate will be offered the level of the position most closely matching their level of knowledge, skills and qualifications.

ESSENTIAL FUNCTIONS

Loan Documentation:

Loan Documentation Specialist I:

  • Prepare consumer, commercial, letters of credit, and commercial real estate loans ensuring accuracy and compliance.
  • Prepare changes to original loan documents, including rate modifications, maturity date extensions, and other changes in terms.
  • Complete all required loan documentation including UCC, flood hazard determination, loan checklist, etc.
  • Knowledge of borrowing entities and documents required for verification.
  • Utilize loan documentation and loan origination software, including LaserPro, Encompass, Abrigo, and FIS or similar.
  • Draft and review 20+ loan documentation packages per month from the pipeline while maintaining a high level of accuracy, consistency, and quality control.
Loan Documentation Specialist II (in addition to the duties listed for Loan Doc Specialist I above):
  • Prepare consumer, commercial, letters of credit, commercial real estate, construction, SBA and other complex loans ensuring accuracy and compliance.
  • Prepare and submit escrow instructions to title companies ensuring proper execution.
  • Prepare changes to original loan documents including rate modifications, change in terms, amendments, assumptions, etc.
  • Prepare documentation for re-amortizing complex payment restructures.
  • Complete all required loan documentation including UCC, flood hazard determination, loan checklist, etc.
  • Verification of borrowing entities and documents required for verification.
  • Draft and review 30+ loan documentation packages per month from the pipeline while maintaining a high level of accuracy, consistency, and quality control.
Quality Control:
  • Analyze loan files for all required due diligence, including legal documentation, to ensure completeness prior to loan document preparation.
  • Coordinate with loan officers, management, third parties and customers to obtain required due diligence.
  • Provide final quality control of loan documentation to ensure accuracy and completeness.
Non-Essential Duties:
  • Special projects, research and other duties as assigned
MINIMUM QUALIFICATIONS

Education/Experience:

Loan Documentation Specialist I: A combination of education and experience equivalent to a high school diploma and a minimum of two years’ experience in loan documentation for consumer, commercial, and commercial real estate product lines.

Loan Documentation Specialist II: A combination of education and experience equivalent to a high school diploma and five years’ experience in loan documentation including consumer, commercial, SBA, construction and commercial real estate product lines.

Licenses/Certifications:
  • Valid Driver’s License
Knowledge, Skills and Abilities:

Loan Documentation Specialist I:
  • Basic knowledge of commercial, letters of credit, real estate and consumer loan documentation methods and practices.
  • Basic knowledge of loan documentation regulatory compliance.
  • Basic knowledge of lien perfection requirements for all loan types.
  • Basic experience with loan documentation and loan origination software, including LaserPro, Encompass, Abrigo and FIS, or similar.
  • Computer skills including Microsoft Word, Excel and PowerPoint.
Loan Documentation Specialist II:
  • Thorough knowledge of commercial, construction, commercial real estate, consumer and other complex loan documentation methods and practices.
  • Thorough knowledge of SBA lending documentation regulations, guidelines, and best practices.
  • Thorough knowledge of loan documentation regulatory compliance.
  • Thorough knowledge of lien perfection requirements for all loan types.
  • Thorough knowledge of different types of borrowing entities and documents required for verification.
  • Proficient experience with loan documentation and loan origination software, including LaserPro, Encompass, Abrigo and FIS, or similar.
  • Proficient computer skills including Microsoft Word review and compare functions, Excel and PowerPoint.


Physical Requirements: Ability to stand, bend, stoop, sit, walk, twist and turn. Ability to lift up to 15 pounds occasionally. Indoor office work environment with a majority of time sitting at a desk.

Compensation: The hiring range for this position is to $25.00 to $37.00 per hour. The compensation offered will fall within this range, commensurate with the candidate's applicable experience, education and skills.

Who We Are

Established in 1890, Exchange Bank is one of the most unique community banks in the United States because of our history, ownership and legacy. Our employees enjoy a work environment that values a work/family balance, encourages community involvement and provides a competitive compensation and benefit package.

Our Mission - From generation to generation, we invest in people, business and community to build a strong future.

Our Core Values - Commitment, Respect, Integrity, Teamwork

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)