Loan Documentation & Processing Specialist

Fidelity Bank; Lexington (NC); On-site; USD 42,000 - 54,000; Full time

Job summary

Fidelity Bank in Lexington, NC is seeking a Business Loan Assistant to support the loan officer with processing, documentation and customer communications. This full-time role handles data entry, document review, and coordination for loan closings and renewals.

You will collect needed documents, review financial information, and help ensure compliance with bank guidelines and FDIC requirements. Strong MS Word/Excel skills and effective communication are essential.

Qualifications

• High school diploma or GED with 3 years banking experience or an equivalent combination of education and experience.
• Bachelor’s degree preferred and loan processing/credit experience advantageous.
• Strong MS Word and Excel skills with attention to detail.

Responsibilities

• Enter customer and loan information into the loan documentation system accurately and efficiently.
• Assist with loan closing processes including packaging, closing and post-closing duties.
• Follow up on document exceptions and minimize them.
• Assist with past due collections efforts.
• Order title searches, appraisals, flood determinations and income verifications as needed.
• Prepare new loan requests, gather financial information and review analyses for accuracy.
• Support loan renewals, modifications and portfolio management.

Skills

MS Word

MS Excel

Attention to detail

Analytical ability

Communication skills

Verbal communication

Written communication

Listening skills

Telephone skills

Education

Bachelor’s degree

Tools

MS Word

MS Excel

Job description

Fidelity Bank in Lexington, NC is seeking a Business Loan Assistant to support the loan officer with processing, documentation and customer communications. This full-time role handles data entry, document review, and coordination for loan closings and renewals.

You will collect needed documents, review financial information, and help ensure compliance with bank guidelines and FDIC requirements. Strong MS Word/Excel skills and effective communication are essential.