Loan Documentation Specialist - Bank2

JOB DESCRIPTION

The Loan Documentation Specialist is responsible for accurately preparing and reviewing loan docum...

PHYSICAL ACTIVITIES REQUIRED TO PERFORM ESSENTIAL FUNCTIONS

This work is sedentary and requires the following physical activities:

Sitting for long periods of time; occasional bending, squatting, kneeling, stooping; good finger dexterity and feeling; frequent repetitive motions; talking, hearing, and visual acuity.

Frequent lifting (up to 10 pounds of paper supplies or minor office equipment).

NOTE: The above statements are intended to describe the general nature and level of work performed by an employee in this position. These statements are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees in this position.

ENVIRONMENT AND INTERACTION

Normal office environment.

PROFICIENCIES

Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person and over the phone.

Basic word processing and computer database skills.

Ability to learn and navigate computer systems and websites necessary to complete job description and other duties as assigned.

Ability to handle high stress situations and perform job duties under critical time frames.

Ability to deal effectively and tactfully with all types of calls and person-to-person contact with officers, other staff members and customers of the Bank.

Effective interpersonal skills with the ability to work with individuals and groups at all organization levels; ability to work independently and as part of a team.

Ability to take initiative and prioritize tasks; good time-management, organizational, problem-prevention and problem-solving skills.

Knowledge and understanding of banking rules, regulations, laws and all policies and procedures pertaining to them including but not limited to the Bank Secrecy Act.

Ability to work accurately with close attention to detail.

Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer.

Must be self-motivated, assertive, and perform well in a team environment.

Must be organized and maintain a positive demeanor in all situations.

EDUCATION AND EXPERIENCE

High school diploma or equivalent

Bachelors Degree in Business Administration, Finance, or a related field preferred.

1+ Years experience in loan processing, documentation preparation, or commercial/consumer lending.