Commercial Loan Document Specialist II

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Join to apply for the Commercial Loan Document Specialist II role at Wilson Bank & Trust

Commercial Loan Document Specialist II - Lebanon

Job Summary

The Commercial Loan Document Specialist II is responsible for preparing commercial loan documentation, coordinating with third-party vendors for appraisals, flood certifications, and title searches and facilitating the funding of loan proceeds. This position maintains communication with internal teams, processors, and vendors to provide accurate and timely delivery of required documentation and verifies compliance with internal procedures, banking regulations, and audit standards. The Commercial Loan Document Specialist II reports to the Commercial Loan Development Manager and provides excellent service and support while demonstrating the Companys values and supporting the mission.

Job Duties And Responsibilities

• Prepare loan documentation and coordinate with third-party vendors to order and track appraisals, flood certifications, and title searches
• Maintain communication with internal teams, processors, and vendors to ensure timely delivery and accuracy of all required documentation
• Verify loan documentation is compliant with credit approval, internal procedures and regulatory requirements
• Confirm pre-funding requirements are satisfied prior to loan closing
• Identify and address documentation or funding discrepancies prior to closing. Facilitate funding management including disbursement instructions, wire transfers, and post-funding documentation.
• Categorize and file documents electronically
• Review vendor reports and certificates for completeness and alignment with loan policy
• Identify and assist with implementation of process improvements enhancing accuracy and efficiency of the department
• Assist with special projects
• Cross train with members of Commercial Loan Development to develop additional knowledge and skills
• Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks and participating in professional associations
• Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
• Attend training as requested
• Perform other duties as assigned
  
  

• High school diploma or GED
• 3 years of experience in commercial lending including loan processing, documentation, and funding
• Experience with C&I or construction lending documentation preferred
• Knowledge of compliance requirements related to commercial lending
• Knowledge of loan documentation requirements, lien perfection, and collateral verification
• Experience with process for utilizing third-party vendors including appraisers, title companies, and flood certification providers
• Strong understanding of commercial loan structures and funding protocols
• Proficient in Microsoft Office and loan processing systems
• Experience with Windows based file management (Desktop, saving, moving of files)
• Attention to detail, critical thinker and problem-solving skills
• High standards for integrity, honesty, professionalism, and work ethic
• Commitment to service excellence
• Ability to work independently while demonstrating excellent organization and follow through
• Demonstrate flexible and efficient time management and ability to prioritize workload and meet deadlines in a fast-paced environment
• Ability and willingness to work with purpose and a strong sense of urgency
• Self-motivated, positive, and enthusiastic
• Self-starter with a strong desire to exceed expectations and capable of supporting a team
• Maintain confidentiality discretion
• Ability to interact with customers and employees in a friendly and professional manner
• Ability to effectively work in collaboration with others to achieve business objectives
• Participate in outside community activities as required working extended hours as needed
• Willing to grow and be challenged
  
  

• Ability to work in a traditional professional office setting or remote equivalent
• Prolonged periods of sitting at a desk and working on a computer
• Advanced computer skills and ability to effectively operate computer equipment, software systems and databases
• Work schedule may vary and is determined by project schedules
• Ability to efficiently operate all job-related office equipment
• Ability to communicate via telephone, computer and work in virtual teams
• Must be able to lift up to 15 pounds at a time
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Banking

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