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ChoiceOne Bank · 1 month ago

Senior Loan Documentation Specialist

Fenton, MI

Full-time

Onsite

Senior Level

5+ years exp

ChoiceOne Bank is seeking a Senior Loan Documentation Specialist to perform a variety of clerical support services that facilitate and safeguard the lending function. The role involves preparing commercial loan documents, assisting customers with inquiries, and managing the loan pipeline, among other responsibilities.

BankingCommunitiesFinancial Services

Responsibilities

Perform due diligence on new and renewed loan requests with focus on larger commercial Loans

Prepare commercial loan documents (including SBA, FmHA, participation, construction, letters of credit, swaps, etc.) with focus on larger loans

Prepare loan extensions and amendments

Meet with customers to close various types of loans

Complete follow-up to loan terms and conditions post-closing – title policies, mortgage recordings, insurances, etc

Assist customers with payments, inquiries and loan documentation requests

Assist Loan Officers and others in the department as requested

Assist supervisor in managing loan pipeline, assigning loans and perform pre-closing documentation reviews to ensure accuracy of documents

Assist in projects on LaserPro, JHA, and other technologies use in commercial loan processing

Training of new employees on commercial loan documentation

Assist in maintaining procedures

Assist in account monitoring and tracking

Additional responsibilities as assigned

Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer

Be familiar with and comply with all federal and state banking regulations as applicable

Qualification

Commercial Loan DocumentationBusiness entitiesLoan origination platformsGeneral accounting knowledgeProficient typing skillsMicrosoft OfficeAnalytical skillsJudgmentCommunication skillsAdaptabilityInitiative

Required

High School Diploma or Equivalent

Minimum five (5) years Commercial Loan Documentation experience

Knowledge of business entity documents including corporations, LLC's, partnerships, etc

Ability to maintain a minimum of 20 loans files at a time

Computer knowledge - Windows, Microsoft Office, Word, Excel, loan origination and documentation platforms, and core banking systems, (basic working knowledge)

General accounting knowledge

Proficient typing skills

Ability to handle multiple tasks simultaneously

Ability to meet established deadlines

Expected to conduct relationships in a manner that will enhance the overall marketing effort of the organization