Hybrid Loan Documentation Specialist

Minnesota Bankers Association; Richfield (MN); Hybrid; USD 37,608 - 42,388; Full time

Benefits offered by this job

Medical, dental, and vision plans

HSA with company contribution

401(k) plan with company contribution

Job summary

A leading financial institution in Richfield, MN, is seeking a Loan Documentation Specialist to join their Loan Operations team. You will be responsible for preparing and tracking loan documentation while ensuring accuracy and integration with accounting systems. The ideal candidate will have a blend of education in accounting or related fields, along with 1-2 years of relevant experience, including proficiency in Microsoft Office. A hybrid working schedule is available after training, promoting flexibility in your work life.

Qualifications

• 1-2 years of experience in loan documentation, specifically with generation/creation.
• Commercial loan documentation experience is preferred.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare and generate loan documentation, including promissory notes and security agreements.
• Enter loans into Jack Henry/Loan system, ensuring correct setup.
• Maintain original note safekeeping drawers and perform yearly audits.

Skills

Attention to detail

Interpersonal skills

Communication skills

Proficiency in Microsoft Office

Problem-solving skills

Ability to multitask

Education

Associate’s degree in accounting or related field or equivalent work experience

Tools

AS400

Jack Henry/Loan system

Job description

A leading financial institution in Richfield, MN, is seeking a Loan Documentation Specialist to join their Loan Operations team. You will be responsible for preparing and tracking loan documentation while ensuring accuracy and integration with accounting systems. The ideal candidate will have a blend of education in accounting or related fields, along with 1-2 years of relevant experience, including proficiency in Microsoft Office. A hybrid working schedule is available after training, promoting flexibility in your work life.