Loan Documentation Specialist

Texas First Bank; Beaumont (TX); On-site; USD 38,000 - 54,000; Full time

Job summary

Texas First Bank is seeking a detail-oriented administrator to support Lending Officers by coordinating loan document preparation for consumer, commercial, and real estate loans. You will help ensure accurate funding documents and full compliance.

The role involves gathering financials, conducting basic searches, and assembling loan paperwork for closing. Strong communication and multitasking are essential in a collaborative banking environment.

Qualifications

• High school diploma or equivalent.
• Prior banking experience preferred.
• MS Office skills, including Word, Excel and Outlook.
• Excellent verbal and written communication skills.
• Ability to work independently and within a team environment, with ability to meet deadlines.
• Attention to detail a must.
• Strong organizational and time management skills with the ability to prioritize.
• Must be a self-starter with the ability to multi-task.

Responsibilities

• Determine type of loan and provided appropriate application type (i.e. consumer/commercial/real estate).
• Take loan applications.
• Gather supporting information for presentation approval; including but not limited to: financial information, corporate documentation, and credit reports
• Pull OFAC, certificate of account status, and UCC searches.
• Prepare loan officer worksheets and real estate source document.
• Preparation of loan agreements.
• Prepare and review loan documents for accuracy.
• Close and fund loans.
• Processing of draw requests for revolving line of credits and construction loans.
• Exception tracking and clearing.
• Other duties may be assigned.

Skills

Banking experience

Communication skills

Multi-tasking

Attention to detail

Time management

Education

High school diploma

Tools

MS Office

Word

Excel

Outlook

Job description

Texas First Bank is seeking a detail-oriented administrator to support Lending Officers by coordinating loan document preparation for consumer, commercial, and real estate loans. You will help ensure accurate funding documents and full compliance.

The role involves gathering financials, conducting basic searches, and assembling loan paperwork for closing. Strong communication and multitasking are essential in a collaborative banking environment.