Commercial Loan Documentation Specialist

United Bank; Morgantown (WV); On-site; USD 42,000 - 65,000; Full time

Job summary

United Bank in Morgantown, WV is seeking an Associate Loan Specialist to create and review commercial loan contracts, notes, term sheets, covenants, and schedules, coordinating with internal teams and legal counsel to ensure accurate documentation.

The role requires attention to detail, proficiency in Microsoft Office, and the ability to operate a complex document creation system, while maintaining strong communication with lending staff for timely closing.

Qualifications

• High School diploma required.
• Minimum of two years of work experience in a banking or other professional related office environment required.
• Proficiency in Microsoft Office products required.
• Ability to learn and operate a complex document creation system with multiple variables needed for both input and output.
• Attention to detail appropriate for transactions with multiple variables that can change from deal to deal.
• Ability to effectively interact with Lending staff and Operations management using both written and verbal communication.
• Familiarity with lending, credit policy, loan documentation, banking systems, contracts, and/or legal procedures is highly desirable.

Responsibilities

• Uses general and/or operational knowledge in support of business processes and services, including the review of loan documents, administration of system maintenance, problem research, investigations, Audit and Compliance support, and general data analysis.
• Assists Commercial Lending Staff with the assessment of internally prepared and attorney-prepared documents to ensure adherence with basic documentation requirements, proper loan approval, and the Bank’s Loan Policy and Procedures. After satisfactory review, communicates to Commercial Lending Staff, that loan documents are ready for closing and in compliance.
• Knowledgeable about software products and services used in the department; capable of assisting users, performing maintenance functions, and trouble-shooting problems.
• Reliably and accurately answers questions and provides information.

Skills

Attention to detail

Communication

Self-management

Collaboration

Education

High School diploma

Tools

Microsoft Office

Job description

United Bank in Morgantown, WV is seeking an Associate Loan Specialist to create and review commercial loan contracts, notes, term sheets, covenants, and schedules, coordinating with internal teams and legal counsel to ensure accurate documentation.

The role requires attention to detail, proficiency in Microsoft Office, and the ability to operate a complex document creation system, while maintaining strong communication with lending staff for timely closing.