Loan Documentation Specialist

A great banking experience starts with a great team Mid Penn Bank is now hiring a Loan Documentation Specialist in Harrisburg, PA.

We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities.

Position Overview

This position is 100% onsite in Harrisburg, PA  

The Loan Documentation Specialist supports the commercial and consumer lending departments by preparing, reviewing, and ensuring the accuracy and completeness of all loan documentation in accordance with internal policies, regulatory requirements, and loan approval terms. This role plays a critical part in the loan process by mitigating risk, maintaining data integrity, and ensuring a smooth loan closing and booking experience for customers and internal stakeholders.  As an integral member of the Lending team, the Loan Documentation Specialist will coordinate work within the department, as well as with other departments.

Essential Duties and Responsibilities

Prepares loan documentation related to loan settlements in accordance with all current government regulations, policies and procedures Performs various duties related to the pre-closing loan process as follows:

• Ensures that all required documentation is included as identified on the checklists as a part of the post-closing review.
• Utilizes a sample verification process used for certain items requested on the pre-closing checklist; independently verifies items when the authenticity is questioned.
• Performs various duties related to the post-closing loan process as follows:
  • Reviews and clears exceptions and deficiencies.
  • Supports quality control and post-closing process as needed.
  • Maintains closed loan list to show on time booking to Senior Management.   
  • Performs second checks of loan documentation packages, as needed.
  • Manages multiple loan files simultaneously, ensuring all conditions and required documents are obtained proactively.
  • Monitors documentation pipelines and prioritizes as needed.
  • Maintains an acceptable error rate in loan file reviews while managing high volume workloads.
  • Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.
  • Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate personnel.

  Education & Qualifications

• A B.S. or B.A. degree in a related field of study preferred; specialized financial lending education and training.
• A minimum of two (2) years' experience normally required.
• Regular and predictable attendance is required.
• Ability to travel to Harrisburg, PA for training.

Skill(s)

Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; familiarity with loan documentation, banking operations, and loan servicing; familiarity with loan documentation software, loan origination systems, and banking regulations; strong attention to detail and organizational skills; ability to manage multiple priorities and work under deadlines; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to finger, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills.

Benefits

Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.  

In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs.   
 

EEO Statement

Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. 

Equal Opportunity Employer–Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.

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