Commercial Loan Documentation Specialist II

2 days ago


Ballston Spa NY USA, United States Ballston Spa Bancorp Full time
About the Role

We are seeking a highly skilled Commercial Loan Documentation Specialist II to join our team at Ballston Spa National Bank. As a key member of our Commercial Lending and Credit Department, you will play a critical role in supporting our growing commercial loan portfolio and delivering exceptional customer service.

Key Responsibilities
  • Prepare and review commercial loan documents, ensuring accuracy and completeness in accordance with credit approvals.
  • Coordinate loan closings, interfacing with customers, legal counsel, and commercial relationship managers.
  • Perform management reporting and identify document exceptions for timely resolution.
  • Prepare loan closing checklists and conduct quality control reviews of documentation packages.
Requirements
  • Three to five years of 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 and interact with appraisers and attorneys.
  • Familiarity with loan accounting systems.
What We Offer

Ballston Spa National Bank offers a comprehensive compensation and benefits package, including medical, dental, vision, company-paid life insurance, and a 401(k) plan with a company match. We also provide tuition reimbursement, paid time off, and 11 paid holidays. Our goal is to provide a work-life balance and invest in your professional development.



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