Commercial Loan Documentation Administrator

American Savings Bank; Honolulu (HI); On-site; USD 65,000 - 90,000; Full time

Job summary

American Savings Bank in Hawaii seeks an experienced Documentation Specialist to collaborate with Commercial/Corporate Banking teams. You will prepare loan documents, coordinate closings, and ensure accurate funding packets while identifying process improvements.

The role requires 3+ years in commercial documentation or related fields, strong analytical skills, and proficiency with LaserPro and Fiserv systems. Hawaii residency is typical for on-site work.

Qualifications

• Ability to adapt to new ways of working and master new technology quickly.
• Ability to understand and review loan documents for accuracy and compliance.
• Able to assess, prioritize, and manage multiple work streams to meet deadlines.
• Able to work efficiently to meet multiple priorities and critical deadlines.
• Excellent analytical, organizational, and problem resolution skills.

Responsibilities

• Reviews, researches and processes credit approvals to prepare loan documents for complex transactions.
• Reviews loan documents prepared by external attorneys and coordinates with title and escrow companies.
• Examines the accuracy and integrity of all loan documents.
• Responds to inquiries, supports teammates and business partners; analyzes and resolves issues.
• Participates in testing related to documentation systems and training teammates.
• Oversees workflow of the Loan Documentation team.

Skills

Adapt to new technology

Loan document review

Time management

Analytical skills

Communication skills

Leadership

Microsoft Office

Regulatory compliance

Problem solving

Team collaboration

Education

Finance degree

Paralegal experience

Juris Doctor (JD)

Tools

LaserPro Documentation

Fiserv systems

Microsoft Office

Job description

Primary Purpose Of Job

Collaborates with our business partners on the Commercial/Corporate/Business Banking, Commercial Real Estate, and Credit teams. Prepares commercial loan documents, coordinates loan closings, and prepares the loan packet for funding and booking. Identifies process improvement opportunities and participates in special projects within the department.

Primary Purpose Of Job

Collaborates with our business partners on the Commercial/Corporate/Business Banking, Commercial Real Estate, and Credit teams. Prepares commercial loan documents, coordinates loan closings, and prepares the loan packet for funding and booking. Identifies process improvement opportunities and participates in special projects within the department.

Major Job Accountabilities

• Reviews, researches and processes credit approvals to prepare loan documents for complex Commercial, Corporate, Commercial Real Estate and Business Banking transactions.
• Reviews loan documents prepared by external attorney(s) and works directly with internal and external attorneys, as well as title and escrow companies.
• Examines the accuracy and integrity of all loan documents.
• Responds to inquiries, communicates with and supports teammates and business partners across the organization; researches, analyzes and resolves issues.
• Performs other loan-related processes to protect the Bank’s collateral such as insurance tracking, managing certificates of title and other collateral in the Bank’s possession, and monitoring uniform commercial code filings.
• Participates in testing related to documentation systems.
• Identifies process improvement opportunities and participates in special projects within the department. Participates in and contributes to the development and refinement of internal procedures and new documentation strategies.
• Trains and coaches Documentation Specialists to deliver high performance and exemplify the core values of the Bank.
• Oversees the workflow of the Loan Documentation team.

Experience Required

Minimum three (3) years of the following experience:

• Commercial and/or small business documentation experience.
• Finance, business, paralegal, or juris doctor degree or experience in commercial markets or commercial credit may be accepted in lieu of documentation experience.

Required Skills Or Training

• Ability to adapt to new ways of working and master new technology/procedures quickly.
• Ability to understand and review loan and entity-related documents for accuracy, compliance, and other requirements.
• Able to assess, prioritize, and manage multiple works streams to meet deadlines.
• Able to work effectively and efficiently to meet multiple priorities and critical deadlines.
• Excellent analytical, organizational, and problem resolution skills.
• Exceptional verbal, written, and interpersonal skills to work collaboratively with others.
• Exhibits leadership traits and serves as a role model for teammates.
• Knowledge of the LaserPro Documentation and Fiserv systems highly desired.
• Maintains a positive demeanor and handles difficult situations in a professional manner.
• Proficiency with Microsoft Office (Excel, Word, Outlook) and banking applications
• Self-directed with the ability to complete daily assigned tasks with minimal supervision.
• Understands and adheres to regulatory and compliance requirements, applying this knowledge to assessing and resolving problems.

EOE, including disability/veterans

At American Savings Bank, we welcome and support all individuals and celebrate the diversity of our team members, customers and community. We are committed to ensuring that our online application process is accessible and provides an equal employment opportunity to all job seekers. If you need assistance searching for a job or submitting an application, please contact us by calling 808-538-2000 and a member of our Recruitment team will follow up with you. Mahalo for your interest in American Savings Bank!