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First United Bank · 1 week ago

Loan Document Specialist II - Commercial

Plano-Parkwood

Full-time

Onsite

Mid Level

3+ years exp

First United Bank is a reputable financial institution that offers opportunities for growth and development. The Commercial Loan Document Specialist II is responsible for preparing, reviewing, and managing commercial loan documentation, ensuring compliance with regulations and internal policies while providing support to Community Banks.

BankingFinancial ServicesInsuranceLending

Responsibilities

Prepare and review complex commercial loan documents for both real estate and C&I loans within the bank’s portfolio. Ensure strict adherence to lending regulations, compliance standards, and the bank’s credit policy

Review prepared documents for accuracy and consistency with approval requirements

Review collateral support documents such as title commitments

Confirm appraisal and/or environmental reports are completed with appropriate review/sign off (subject to regulatory compliance)

Effectively use banking systems such as Laser Pro and Salesforce/nCino to manage and streamline loan documentation and workflow. Leverage these tools to enhance efficiency and ensure adherence to bank policies

Process, review and upload complete loan and collateral files to ensure that established standards are met, including compliance with federal regulations and adherence to Bank lending policy as well as ensuring that the Bank’s security interest is established, and our lien position is upheld

Process and complete commercial loan modification requests, including renewals, deferrals, and modifications. Ensure documentation is accurate and compliant with regulatory and policy guidelines

Process and complete commercial denial/fallout applications

Provide support to Loan Officers/Lending Team to process the loan according to established policies, procedures and regulatory guidelines

Ensure compliance with regulatory issues including but not limited to, RESPA, FDPA, HMDA, and Regulation B

Independently prioritize workflow to maximize production turn around and minimize administrative delinquencies

Assist management in the preparation for and during audits and exams

Maintains a professional work environment

Assists other departments as needed

Handles internal customer complaints and communicates issues to supervisor as needed

Recommends to supervisor possible methods to improve department efficiency

Completes all required compliance exams on a yearly basis

Adherence to all First United Policies and Procedures

Maintain a professional appearance consistent with the bank’s dress code

Perform all other tasks assigned by Supervisor including departmental projects

Qualification

Loan documentationRegulatory complianceCommercial real estateBanking systems proficiencyCustomer service skillsProblem-solving skillsOrganizational skillsInterpersonal skillsCommunication skillsInitiative