Loan Documentation & Compliance Specialist

NBT; City of Norwich (NY); On-site; USD 27,000 - 36,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision Coverage

Flexible Spending Accounts

401(k) with employer match

Parental Leave

Paid Time Off

Job summary

NBT is seeking a Loan Documentation Specialist I to perform moderately complex reviews of post-approval loan documentation and ensure compliance with loan policy and procedure. You will analyze documents, identify exceptions, and help resolve risk items while supporting internal and external customers.

The role requires attention to detail, strong reading comprehension, and solid communication skills. A high school diploma is required, with associates degree preferred, and a willingness to learn

Qualifications

• Ability to follow procedures, interrogate data required, and identify and communicate risks.
• Basic organizational skills required.
• Good communication skills (written and oral) required.
• Strong reading and comprehension skills required.
• Basic computer skills required.
• Basic accounting skills preferred.

Responsibilities

• 50% Perform review of business banking, SBA and other bank documented loans ensuring accuracy and meeting requirements of loan approval and policy.
• 15% Provide support to internal and/or external customers, cross train on other team duties as assigned and provide coverage for other team duties as required.
• 15% Maintain proficient knowledge of, and demonstrate ongoing compliance with, all laws and regulations applicable to this position.
• Adhere to policies, procedures, and internal controls. Ongoing focus on risk and fraud mitigation.
• 10% Uphold service level standards under normal conditions.
• 5% Assist with employee training and onboarding
• 5% Other duties as assigned

Skills

Procedures

Organizational skills

Communication

Reading/comprehension

Basic computer skills

Basic accounting

Education

High School Diploma or GED

Associates Degree

Job description

NBT is seeking a Loan Documentation Specialist I to perform moderately complex reviews of post-approval loan documentation and ensure compliance with loan policy and procedure. You will analyze documents, identify exceptions, and help resolve risk items while supporting internal and external customers.

The role requires attention to detail, strong reading comprehension, and solid communication skills. A high school diploma is required, with associates degree preferred, and a willingness to learn