Commercial Documentation Analyst

Lake City Bank; Warsaw (IN); On-site; USD 46,000 - 48,000; Full time

Job summary

Lake City Bank in Warsaw, IN is seeking a Commercial Documentation Analyst to prepare and review loan documentation for commercial lending, ensuring accuracy and compliance with approved terms.

The role involves verifying loan setup details, selecting appropriate documents, and ensuring files meet standards prior to processing, with a standard Monday–Friday in-person schedule and emphasis on detail and regulatory alignment.

Qualifications

• Associate or bachelor’s degree demonstrating reading and analytical skills or equivalent work experience.
• Paralegal experience or quality control experience preferred.
• Working knowledge of commercial loans, mortgages line of credit and bank accounting transactions to assist officers with documentation, collateral, and billing problems.
• PC competency with Word, Excel and Outlook.

Responsibilities

• Prepare and review commercial loan documentation, including notes, collateral agreements, guarantees, and related instruments, per approved loan structures.
• Select appropriate documentation based on loan type, collateral and approval terms after authorization.
• Ensure documentation reflects approved loan terms and follows internal procedures and regulatory requirements.
• Verify accuracy of loan setup and booking information (amounts, rates, terms, dates, payment structures, coding).
• Review loan files and documentation packets for completeness and potential exceptions before imaging or final processing.

Skills

Paralegal experience

Quality control experience

Commercial loans knowledge

Bank accounting transactions

MS Word

MS Excel

Outlook

Education

Associate's or Bachelor's degree

Tools

Microsoft Word

Excel

Outlook

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Commercial Documentation Analyst

Full Time Salary NonExempt Professionals Loan Operations, Warsaw, IN, US

Salary Range: $46,000.00 To $47,500.00 Annually

Are you detail-oriented and interested in preparing loan and collateral documentation for commercial lending? Do you want to work for a company that cares about your future? As a Commercial Documentation Analyst in Warsaw, IN, you will function as a specialist to:

• Prepare and review commercial loan documentation, including notes, collateral agreements, guarantees, and related instruments, in accordance with approved loan structures.
• Select appropriate documentation based on loan type, collateral, and approval terms once authorization is received from the appropriate authority.
• Ensure documentation reflects approved loan terms and follows established loan documentation standards, internal procedures, and applicable regulatory requirements by referencing credit approvals and loan presentations.
• Verify accuracy of loan setup and booking information, including but not limited to amounts, rates, terms, dates, payment structures, and coding.
• Review loan files and documentation packets for completeness and potential technical or policy exceptions prior to imaging or final processing.

Position is in-person and is not eligible for remote work

Basic Qualifications Include:

• Associate or bachelor’s degree in a field demonstrating strength of reading and analytical skills; or equivalent work experience.
• Paralegal experience or quality control experience preferred.
• Working knowledge of commercial loans, mortgages line of credit and bank accounting transactions to assist officers as applies to documentation, collateral, and billing problems.
• Personal computer competency with emphasis on Microsoft Word, Excel, and Outlook.

Hours:

Monday-Friday: 8:00-5:00 (flexibility to work 7:00-4:00 on assigned days)

Lake City Bank is proud to be an equal opportunity employer committed to a diverse, inclusive workplace. Employment at Lake City Bank is based solely on business needs, a person’s merit, and qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, protected veteran status, or any other characteristic protected by law. Lake City Bank will not tolerate discrimination or harassment based on any of these characteristics.