Loan Documentation SpecialistJump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service.
At Equity Bank we'll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.Responsibilities and ExpectationsThe Loan Documentation Specialist is responsible for preparing loan documentation in accordance with lending policies and procedures. A successful candidate in this role will have experience using Microsoft Office products, strong verbal and written communication skills, organizational skills, the ability to communicate issues and solutions. This role works with individuals at all levels of the business.
We are looking for a team player who is proactive with good problem-solving skills.Loan DocumentationProvide high volumes of work in a fast-paced environmentWork closely with Loan Officers and Loan Assistants along with the Loan Documentation Supervisor and Team Lead to ensure documents are prepared within the Equity Bank Service Level standardsReview and interpret Corporate Documentation and Trust DocumentationReview and interpret Attorney Prepared loan documentationPrepare Commercial and Agricultural loan documents including but not limited to Corporate Resolutions, Security Agreements, Guaranties, Participation Agreements, and Loan Agreements as required, in accordance with the loan policy, written approval, compliance rules and regulationsReview supporting loan documentation to ensure accuracy and completenessReview lien perfection on all types of collateral including real estate, titles, equipment, and UCCsOther Loan Documentation SupportPrepare Loan Modifications and Loan Maturity ExtensionsProcess collateral lien release documents for Consumer and Commercial paid loansReview and verify HMDA and CRA reportable informationComplianceRequired to adhere to lending policies and procedures, as well as disclosures required by government regulationsAdhere to Uniform Commercial Code Article 9, Secured TransactionsPerform other duties as assigned or requiredRequired Skills & Education2 years of college preferred or equivalent experience3 years loan documentation experience or contract preparation experience preferred1-2 years of financial services industry experience1-2 years bank experience preferredLaser Pro or equivalent documentation software experience preferredMS Office experience requiredExcellent interpersonal and written skillsAbility to work in a professional environment, yet still have funComputer skills required, especially the ability to work in Windows based systemsThe above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.