Loan Documentation & Closing Specialist

Unitas Consulting LLC; St. Francisville (LA); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Life insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Bank of St. Francisville is seeking a Loan Document Specialist to support Loan Operations, ensuring timely closing and compliance across Personal, Real Estate, and Commercial loans.

The role requires strong communication with borrowers, attorneys, and title companies, along with proficiency in loan documentation procedures and regulations. A high school diploma or GED is required, and ~1–3 years banking exposure is preferred.

Qualifications

• We are seeking a candidate with 1–3 years of banking experience.
• Proficiency in loan documentation procedures and regulations.
• Excellent organizational skills and ability to manage multiple tasks.
• Detail-oriented and analytical with strong communication skills.
• Familiarity with title work and related documentation.
• Ability to adapt to changing regulatory and policy landscapes.

Responsibilities

• Prepare and manage all loan documentation accurately.
• Pull credit bureau data for loan officers to aid in loan assessments.
• Update customer information in core system with lending staff.
• Run flood determinations and determine necessary insurance.
• Submit appraisal requests for real estate loans.
• Manage title work requests and follow up on required docs.
• Provide disclosures to borrowers within regulatory timeframes.
• Communicate with borrowers to collect needed documentation.
• Schedule loan closings with borrower, officer, and title company or attorney.
• Initiate funding for loan closings and clear exceptions.
• Provide telephone support and process transfers and one-time ACH payments.
• Process incoming/outgoing mail; support loan operations as needed.
• Complete required training including BSA to ensure compliance.

Skills

Banking experience

Loan documentation

Communication

Time management

Attention to detail

Microsoft Office

Core banking systems

Title work familiarity

Education

High school diploma or GED

Tools

Microsoft Office

Core banking system

Job description

Bank of St. Francisville is seeking a Loan Document Specialist to support Loan Operations, ensuring timely closing and compliance across Personal, Real Estate, and Commercial loans.

The role requires strong communication with borrowers, attorneys, and title companies, along with proficiency in loan documentation procedures and regulations. A high school diploma or GED is required, and ~1–3 years banking exposure is preferred.