Loan Documentation Quality Assurance Specialist II

First Bank Trust; Sioux Falls (SD); On-site; USD 25,000 - 39,000; Full time

Job summary

First Bank & Trust is seeking a detail-oriented Loan Documentation Specialist to process daily loan transactions for the Quality Assurance Department and Flood Desk. You will review and index loan documents, perform pre-closing reviews in LOS and Synergy, and identify deficiencies for corrective action.

The role requires an associate’s degree and three years of relevant experience, with preference for experience in commercial or agricultural loan documentation and familiarity with LOS/Synergy.

Qualifications

• Associate degree and 3 years of relevant experience, or an equivalent combination of education and experience.
• Experience in commercial or agricultural loan documentation is preferred.
• Familiarity with Loan Origination Systems, Synergy, or comparable loan-documentation and imaging systems is preferred.
• Strong critical-thinking, communication, organization, and attention-to-detail skills are required.

Responsibilities

• Review completed loan packages for smaller, less complex business/ag credits and supporting documentation for collateral completeness and corporate existence; input collateral information in LOS.
• Perform pre-closing review of documentation in LOS and Synergy to ensure proper approvals and documentation.
• Conduct post-closing reviews to ensure funded loan files are complete and properly indexed; follow up on missing items.
• Review banker discrepancy reports and maintain document tracking records for collateral perfection and credit monitoring.
• Index and approve loan documentation scanned at branch locations and verify proper categorization in LOS.
• Review and approve consumer adverse loan documentation to ensure regulatory compliance within timelines.
• Provide support to commercial and agricultural lending staff.
• Process and maintain reports for document tracking system upkeep.
• Complete special projects and duties as assigned by QA Manager.
• Adhere to bank policies and the employee handbook.

Skills

Loan documentation review

Attention to detail

Communication skills

Critical thinking

Education

Associate’s degree

3 years relevant experience

Tools

LOS familiarity

Synergy

Imaging systems

Job description

First Bank & Trust is seeking a detail-oriented Loan Documentation Specialist to process daily loan transactions for the Quality Assurance Department and Flood Desk. You will review and index loan documents, perform pre-closing reviews in LOS and Synergy, and identify deficiencies for corrective action.

The role requires an associate’s degree and three years of relevant experience, with preference for experience in commercial or agricultural loan documentation and familiarity with LOS/Synergy.