Commercial Loan Documentation Specialist II

4 days ago


Ballston Spa, United States Ballston Spa National Bank Full time
About the Role

Ballston Spa National Bank is seeking a Commercial Loan Documentation Specialist II to support the Commercial Lending and Credit Department in document preparation, closing coordination, and customer interface.

Key Responsibilities:

  • Prepare or oversee the preparation of commercial loan documents, ensuring completeness and conformity to credit approvals.
  • Conduct loan post-closing review to ensure proper execution and notarization of loan documents.
  • Identify document exceptions for reporting and clearing in a timely manner.
  • Prepare loan closing checklist and ensure quality control review of documentation package prior to closing.

Requirements:

  • Three to five years' banking experience in commercial loan documentation required.
  • Bachelor's degree preferred, or equivalent combination of education and experience.
  • Experience working with LaserPro or other loan documentation software required.
  • Proficiency in Office software systems and strong attention to detail required.
  • Demonstrated ability to manage multiple priorities.
  • Proven ability to interact with and partner with appraisers and attorneys.
  • Familiarity with loan accounting systems.

What We Offer:

  • Generous compensation and benefits package, including medical, dental, vision, company-paid life insurance, and 401(k) plan with company match.
  • Tuition reimbursement and paid time off package.
  • 11 paid holidays and a work-life balance.

About Us:

Established in 1838, Ballston Spa National Bank provides community banking to individuals, families, and businesses in the greater Capital Region. We prioritize giving back and volunteer work as a community-minded financial institution.

BSNB is an Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, or national origin. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans.



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