Commercial Loan Documentation Pro

Southwest; Odessa (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

Southwest in Odessa, TX seeks a Loan Documentation Specialist to assemble and document loan files for funding. You will coordinate consumer, commercial and CRE documents and review third-party materials to ensure timely closings.

Responsibilities include preparing origination documents, conducting pre-closing reviews, and verifying compliance with regulations and policy guidelines. Strong MS Office and LaserPro skills are required.

Qualifications

• High School diploma or GED required.
• Associates degree or equivalent work experience preferred.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively as needed.

Responsibilities

• Coordinate consumer, commercial and CRE loan documents for processing to meet closing timelines.
• Review third party documents such as title and appraisals.
• Obtain information related to loan origination: credit reports, appraisals, title reports, UCC searches, environmental reports, insurance, flood certificates and filings.
• Prepare and reconcile loan origination documents for commercial, CRE, construction and consumer loans.
• Review outside counsel documentation prior to closing.
• Conduct pre-closing review of loan documents.
• Review loan packages for compliance with Federal regulations and Credit Policy Guidelines.
• Ensure all required documents are on file after closing.
• Perform daily review of critical loan information and maintain confidentiality.

Skills

LaserPro knowledge

MS Office proficiency

Banking industry knowledge

Corporate structure understanding

Confidentiality and organization

Verbal and written communication

Education

High School Diploma or GED

Associates degree or equivalent experience

Tools

Excel

Outlook

Word

Job description

Southwest in Odessa, TX seeks a Loan Documentation Specialist to assemble and document loan files for funding. You will coordinate consumer, commercial and CRE documents and review third-party materials to ensure timely closings.

Responsibilities include preparing origination documents, conducting pre-closing reviews, and verifying compliance with regulations and policy guidelines. Strong MS Office and LaserPro skills are required.