Loan Documentation/Prefunding Specialist - Midvale, UT (In Office)

Zions Bank; Midvale (UT); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health Insurance - Start Day One

Life and Disability Insurance

Paid Time Off (PTO) & Holidays

401(k) with match & Profit Sharing

Tuition Reimbursement

Job summary

Zions Bank in Midvale, UT is seeking a Loan Documentation/Prefunding Specialist to support business banking loan operations on site. The role handles loan documentation, pre-funding activities, and coordination with loan teams to ensure accurate, timely funding.

Candidates should have a high school diploma and basic banking knowledge, with strong organizational and customer service skills. Health, retirement, and education benefits are offered, with day-one eligibility.

Qualifications

• Requires high school diploma or equivalent and some banking or loan process experience.
• Basic knowledge of lending processes and loan documentation helpful.
• Must have good organizational and customer service skills.
• Must possess numeric and verbal aptitudes; good written and verbal communication; able to meet deadlines.
• Working knowledge of PCs and common word processing/spreadsheet software.

Responsibilities

• Provides administrative and/or operational support for business banking loan operations.
• Prepares loan documents and ensures accurate/complete documentation; drafts required legal documents.
• Supports pre-funding activities; verifies closed loan documents and validates disbursement information before funding.
• Collaborates with Business Bankers, Branch Managers, Loan Closers and other loan operations teams.
• Meets turnaround time and accuracy SLA requirements.

Skills

Administrative support

Loan documentation

Attention to detail

Customer service

Organizational skills

Education

High School diploma

Tools

Word processing

Spreadsheet

Job description

Loan Documentation/Prefunding Specialist - Midvale, UT (In Office)

Did you know that Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven’t forgotten who keeps us in business, meaning we’re committed to the success of our customers, and our employees. Here, the possibilities are endless – come for a job, stay for a career.

The idealcandidate for the Loan Documentation/Prefunding Specialist will have the skills and experience necessary to meet the following responsibilities and qualifications:

• Providesadministrative and/or operational support for business banking loan operations.
• Duties may include loan documentation preparation activities, ensuring the accurate and complete preparation of loan documents, creating legal documents as required i.e.: streamline renewal documents).
• Duties may also include assigned pre-funding activities such as verifying and ensuring that the required closed loan documents have been received and properly executed, and for validating balanced disbursement information prior to providing the OK to Fund for loans underwritten and approved.
• Employees may be aligned in teams by complexity and may specifically support real estate, non-real estate secured loans, or SBA loans, but may support multiple methodologies and collateral types and therefore must possess the appropriate skills needed for each.
• Responsible for meeting turn time and accuracy requirements dictated by established service level agreements.
• Works closely with Business Bankers/Branch Managers, Loan Closers and other loan operations departments.
• Other duties as assigned.

Qualifications

• Requires High School diploma or equivalent and some previous banking or loan process experience or other directly related experience.
• Basic knowledge of lending processes and procedures, loan documentation, exceptions, collateral review, payment and loan systems. Knowledge of banking processes helpful.
• Must have good organizational and customer service skills.
• Must possess numeric and verbal aptitudes. Good written and verbal communications skills. Ability to complete processes and meet deadlines.
• Working knowledge pc's and various word processing, spreadsheet or related software.
• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and Paid Federal Holidays, and any applicable state holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
• Employee Ambassador preferred banking products

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

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Zions Bank a division of Zions Bancorporation, N.A. Member FDIC