Loan Documentation Specialist I - Booking & Maintenance jobs in United States
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D.L. Evans Bank · 3 days ago

Loan Documentation Specialist I - Booking & Maintenance

D.L. Evans Bank is a community bank that has been serving Southern Idaho and Northern Utah since 1904. They are seeking a Loan Documentation Specialist to handle loan bookings, maintenance, and provide clerical support for lending activities while ensuring high-quality service to lending personnel.

BankingFinancial Services

Responsibilities

Handle all loans that are paid off; researches loans to verifiy collateral is not cross-collateralized with other loans; requests approval from the lender to release collateral; and releases vehicle titles, UCC filings, and Deeds of Trust when applicable
Amends UCC filings that have come up for continuation, verifies with lender that filings need to be updated, and tracks all filings to the Premier system
Reviews denials for completeness and verifies that denials are processed following the Bank policies and procedures
Completes all loan non-posted items and, if unable to resolve in the department, communicates with the branches so they can determine the resolution
Balances the following general ledger accounts and clears them when applicable: branch clearings, department transit account, and all fees in process
Assists in balancing the credit life general ledger accounts
Ensures that customers' requests and questions are promptly resolved
Maintains and projects the Bank's professional reputation
Promotes D.L. Evans Bank at all times
Serves as a representative for D.L. Evans Bank in the community
Completes special projects as assigned

Qualification

Loan services knowledgeLoan documentation familiarityTyping skillsComputer proficiencyAttention to detailOrganization skillsTeamwork

Required

Must be at least 18 years old
High school diploma or GED required
Experience helpful, particularly in a financial environment
Accurate and attentive to detail
Well organized
Good typing skills
Willing and able to help others
Able to use a computer, adding machine, copy machine, and basic business equipment
Able to get along well with coworkers

Preferred

Basic knowledge of commercial and consumer loan services and procedures preferred
Familiarity with general loan documentation helpful

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
FSA
401(k)
Employee Stock Ownership Plan
Paid Vacation
Sick Time
Life Insurance
Long-term Disability Insurance

Company

D.L. Evans Bank

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September 15th. The Bank was capitalized with $25,000. Today, we are the largest Idaho-based community bank.

Funding

Current Stage
Growth Stage

Leadership Team

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Scott Horsley
Executive Vice President CCO
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Company data provided by crunchbase