Junior Commercial Loan Documentation Specialist

First Bank; Hamilton (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

First Bank in Hamilton, NJ seeks a junior Loan Documentation Associate to support preparation and review of in-house commercial loan documentation under supervision. You will help ensure terms align with approvals, assist with closings, and maintain compliance with bank policies.

This role emphasizes attention to detail, time management, and proficiency with Word, Excel, Outlook, and banking systems. One to three years' related experience is preferred as you develop knowledge of loan

Qualifications

• Must communicate clearly and confidently.
• Work efficiently under deadlines and stress.
• Strong time management and organizational skills.
• Detail-oriented with focus on accuracy and efficiency.
• Proficiency with MS Word, Excel, and Outlook.

Responsibilities

• Prepare in-house loan documentation for new loans, extensions, renewals, and modifications under general supervision.
• Review loan structure for requests as outlined in the Presentation for Approvals (PFA) and elevate questions as needed.
• Review pre-closing checklists and documentation for completeness and accuracy.
• Assist with reviewing collateral information and documenting lien position.
• Confirm formation documents are included in the loan file as applicable.
• Input information into the Compliance One Lending platform based on PFA and checklists.
• Prepare legal documents for internally prepared loan documents to support closings.
• Review draft loan documents for accuracy with guidance from senior staff.
• Provide approved loan documentation packages to Loan Administrator/Relationship Manager for execution.
• Research items on the Collateral Exception Report as assigned.
• Performs additional duties as assigned.

Skills

Time management

Detail-oriented

Problem-solving

Communication

Organizational skills

Tools

Microsoft Word

Microsoft Excel

Outlook

Compliance One Lending

Job description

First Bank in Hamilton, NJ seeks a junior Loan Documentation Associate to support preparation and review of in-house commercial loan documentation under supervision. You will help ensure terms align with approvals, assist with closings, and maintain compliance with bank policies.

This role emphasizes attention to detail, time management, and proficiency with Word, Excel, Outlook, and banking systems. One to three years' related experience is preferred as you develop knowledge of loan