Loan Documentation Specialist

3 weeks ago

Spokane, United States Wheatland Bank Full time

About The Role POSITION SUMMARY: The Loan Documentation Specialist is responsible for reviewing loan applications, credit approvals and other source documents to produce loan documents for commercial and consumer loans. PRINCIPAL RESPONSIBLITES AND DUTIES: Responsible for accurate and timely indexing and cataloging of all documentation associated with loans into the Bank's Director documentation imaging software, maintaining a consistent order. Communicates missing items effectively to loan staff. Provides assistance to loan staff in the location of documentation when needed. Keeps apprised of software changes and additional functionality enhancements. Review Credit Authorization for proper approval and to discern type of loan. Review loan codes to determine accurate reporting. Review supporting documentation to determine we are in receipt of all required information to include compliance with relevant loan regulations. Prepare required loan documents for commercial and consumer loans using LaserPro software. Deliver loan documents to lenders and processors for closing. Determine HMDA/CRA status for new, renewed, or refinanced loans for accurate reporting purposes. Interact with Lending staff to provide expertise with documenting and perfecting collateral. Interact with other team members in the department to share information and to ensure an efficient and streamlined process of the workflow. Update and maintain data in loan operating systems as needed Assign loan numbers for new loan accounts. Performs additional duties including, but not limited to the following: backup documentation preparation responsibilities,. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. ADDITIONAL RESPONSIBILITIES: Adhere to Wheatland Bank Core Values Keep management informed of area activities and any significant problems Provide exceptional customer service to all customers, both internal and external. Represent Wheatland Bank in a Professional fashion to include; professional image, confidentiality, regular and consistent attendance, punctual. Regular and predictable attendance is an essential function of this job. POSITION CONTACT: Daily contact with Loan Processor Supervisor, Loan Processors and other administrative and executive staff About You EXPERIENCE, EDUCATION, AND SKILLS: High School diploma required A minimum of 2 years banking experience preferred Proficient knowledge of LaserPro document generation software preferred. Proficient knowledge of Microsoft Office, Word and Excel required . Knowledge of Jack Henry Silverlake/Xperience and Laser Pro platforms preferred. Ability to apply logical or critical thinking to define problems, collect data, establish facts, and draw conclusions. Able to interpret a variety of technical instructions and can deal with multiple variables. Proficiency in Microsoft Excel and Word, strong typing, word processing and 10-key skills. Ability to create spreadsheets, write formulas, and manipulate data required Capable of prioritizing and managing several projects at a time to meet expected deadlines with minimum amount of direction Strong organizational and time management skills Ability to relate to others and relay information in a clear, precise manner Ability to take ownership of assigned responsibilities, including follow-through to ensure timely completion Motivation to anticipate future needs of internal customers and management of Director WORK ENVIRONMENT: Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment

  • Loan Boarding Specialist II

    3 months ago

    Spokane, United States First Interstate Bancsystem Inc Full time

    The Loan Boarding Specialist is responsible for reviewing, verifying, and ensuring that the required closed loan documents have been received and for booking of loans to the Loan Accounting System following Bank procedure and policy. The Boarding Spe Specialist, Banking, Healthcare

  • Commercial Loan Servicing Specialist

    2 months ago

    Spokane, United States Washington Trust Bank Full time

    Description This role is for a Loan Servicing Specialist, with a focus on Commercial Loan Documentation. In this role you would be working on a team that embraces Continuous Improvement and is responsible for preparing loan documents as requested through our commercial lending channels. Experience with generating commercial loan documentation through...

  • Commercial Loan Servicing Specialist

    4 weeks ago

    Spokane, United States Washington Trust Bank Full time

    This role is for a Loan Servicing Specialist, with a focus on Commercial Loan Documentation.In this role you would be working on a team that embraces Continuous Improvement and is responsible for preparing loan documents as requested through our commercial lending channels.Experience with generating commercial loan documentation through LaserPro or other...

  • Loan Boarding Specialist II

    3 weeks ago

    Spokane, United States First Interstate Bank Full time

    **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal . This position can be located at our Downtown Sioux Falls, SD, Great West Center in Billings, MT or Downtown Spokane, WA branch. What’s Important to You We know your career is just one aspect of a meaningful, complex, and demanding life....

  • Loan Servicing Specialist

    1 week ago

    Spokane, United States Washington Trust Bank Full time

    At Washington Trust, we put people before profits. Our rich history spans over 120 years and we wouldn't be here without having an amazing team that loves what they do. Our culture is built on the pillars of wisdom, passion, vision and strength. If you're looking for new career opportunities and you landed here, we're excited you chose to look into us. Take...

  • Loan Servicing Specialist

    3 weeks ago

    Spokane, United States Washington Trust Bank Full time

    Description At Washington Trust, we put people before profits. Our rich history spans over 120 years and we wouldn't be here without having an amazing team that loves what they do. Our culture is built on the pillars of wisdom, passion, vision and strength. If you're looking for new career opportunities and you landed here, we're excited you chose to look...

  • Loan Servicing Specialist

    3 weeks ago

    Spokane, United States Washington Trust Bank Full time

    At Washington Trust, we put people before profits. Our rich history spans over 120 years and we wouldn't be here without having an amazing team that loves what they do. Our culture is built on the pillars of wisdom, passion, vision and strength. If you're looking for new career opportunities and you landed here, we're excited you chose to look into us. Take...

  • Loan Assistant

    2 days ago

    Spokane, United States Portage Bank Full time

    Job DescriptionJob DescriptionDescriptionAre you ready to take the next step in your banking career with a role that offers growth and learning opportunities? As a Loan Assistant at our bank, you will play a pivotal role in supporting our lending team by ensuring the smooth processing and management of loan applications. This position is perfect for a...

  • Loan Processor

    1 day ago

    Spokane, United States Portage Bank Full time

    Description Are you detail-oriented and passionate about helping people achieve their dreams of homeownership? Join our team as a Loan Processor, where you will play a crucial role in ensuring the smooth and efficient processing of loan applications. You will work closely with loan officers and underwriters, handle documentation, and maintain open...

  • Loan Processor

    2 days ago

    Spokane, United States Portage Bank Full time

    Description Are you detail-oriented and passionate about helping people achieve their dreams of homeownership? Join our team as a Loan Processor, where you will play a crucial role in ensuring the smooth and efficient processing of loan applications. You will work closely with loan officers and underwriters, handle documentation, and maintain open...

  • Loan Processor

    2 days ago

    Spokane, United States Portage Bank Full time

    Job DescriptionJob DescriptionDescriptionAre you detail-oriented and passionate about helping people achieve their dreams of homeownership? Join our team as a Loan Processor, where you will play a crucial role in ensuring the smooth and efficient processing of loan applications. You will work closely with loan officers and underwriters, handle documentation,...

  • Mortgage Loan Servicing Specialist

    4 weeks ago

    Spokane, Washington, United States First Interstate Bancsystem Inc Full time

    **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal This position is located at our Spokane, WA Downtown branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and...

  • Residential Loan Underwriter

    2 days ago

    Spokane, United States Portage Bank Full time

    Job DescriptionJob DescriptionDescriptionAre you ready to play a pivotal role in helping individuals achieve their dream of homeownership? Our bank is seeking a dedicated Residential Loan Underwriter to join our dynamic team. In this position, you will assess loan applications, ensuring they meet our lending criteria while providing exceptional customer...

  • RE Loan Assistant

    2 months ago

    Spokane, United States Wheatland Bank Full time

    About The Role PRIMARY RESPONSIBLITIES: The Residential Lending Assistant assists & supports the Residential Loan Officers in the origination of residential real estate loans. This support role is critical in facilitating data processing, along with analysis of documents necessary to qualify and submit client files to the Residential HUB. This position works...

  • Loan Accounting Internship

    3 weeks ago

    Spokane, Washington, United States Free Internship Account Full time

    \r\t \r\r\tAgWest Farm Credit is actively recruiting college Juniors or Seniors who are interesting in joining our Loan Accounting department in our Spokane, Washington (Headquarters) location. As a member-owned financial cooperative, we help business owners in agriculture, forestry and fisheries secure the financing they need to operate and grow, and the...

  • Loan Officer Assistant I

    3 weeks ago

    Spokane, United States STCU Full time

    Company DescriptionSTCU is consistently rated one of the top-performing credit unions in the nation, and has been named one of Fortune Magazine's Great Places to Work. We look for employees who have a strong desire to serve others, are lifelong learners, are committed to working hard, have a fun-loving attitude, and who want to make a difference in our...

  • Retail Mortgage Loan Officer

    4 weeks ago

    Spokane, United States Mutual of Omaha Mortgage Full time

    Job DescriptionJob DescriptionAre you currently a productive loan officer wanting to take your business to the next level?  If so, join the team at Mutual of Omaha Mortgage.  We are part of the iconic brand and nationally recognized Fortune 300 company that has been in business over 100 Years!   Mutual of Omaha Mortgage is inspired by hometown values and...

  • Retail Mortgage Loan Officer

    2 months ago

    Spokane, United States Mutual of Omaha Mortgage Full time

    Job DescriptionJob DescriptionAre you currently a productive loan officer wanting to take your business to the next level?  If so, join the team at Mutual of Omaha Mortgage.  We are part of the iconic brand and nationally recognized Fortune 300 company that has been in business over 100 Years!   Mutual of Omaha Mortgage is inspired by hometown values and...

  • Loan Officer Assistant I

    3 weeks ago

    Spokane, United States STCU Full time

    Company DescriptionSTCU is consistently rated one of the top-performing credit unions in the nation, and has been named one of Fortune Magazine's Great Places to Work. We look for employees who have a strong desire to serve others, are lifelong learners, are committed to working hard, have a fun-loving attitude, and who want to make a difference in our...

  • Clinical Documentation Manager

    4 hours ago

    Spokane, United States Providence Service Full time

    Description This is a remote position that will be required to work standard business hours - Pacific time. The Manager of CDI, will work in conjunction with the Director and Executive Director of CDI to drive operational effectiveness of the CDI program, and leadership support of designated HIM caregivers. This position facilitates...