Loan Documentation Specialist

Community Bank; Brandon (MS); On-site; USD 35,000 - 48,000; Full time

Job summary

Community Bank is seeking a Loan Documentation Specialist to prepare loan documentation for closings and ensure compliance with federal and state laws.

The role emphasizes strong customer service and clear communication with lenders and staff, functioning as a team player under deadlines. Reports to the Vice President, Platform Systems. Some college or post-graduate training preferred, with 2+ years in customer service or 1+ year in banking preferred.

Qualifications

• High school diploma or GED required; some college or technical training preferred.
• At least 2 years of customer service experience OR at least 1 year in banking; education may substitute this experience.

Responsibilities

• Prepare loan documentation for delivery to the lender or loan assistant for closing various types of loans.
• Communicate effectively with lenders and other staff; adhere to federal and state laws and bank policies; work as a team.

Skills

Customer service

Communication

Teamwork

Education

High school diploma/GED

Some college / post graduate training

Job description

General Job Responsibilities

Community Bank Loan Documentation Specialist (Specialist) works closely with the lenders and other Bank staff members. Specialist prepares loan documentation for delivery to the lender or loan assistant for closing various types of the loan. The Specialist must possess a thorough knowledge of all bank products and services, fully understand and adhere to all federal and state laws and the policies of the Bank, and be able to communicate effectively with the lenders and other staff members, at times during a difficult situation. A pleasant customer service attitude is essential as well as willingness to be a team player. Loan Documentation Specialists report to the Vice President, Platform Systems.

General Job Responsibilities

Community Bank Loan Documentation Specialist (Specialist) works closely with the lenders and other Bank staff members. Specialist prepares loan documentation for delivery to the lender or loan assistant for closing various types of the loan. The Specialist must possess a thorough knowledge of all bank products and services, fully understand and adhere to all federal and state laws and the policies of the Bank, and be able to communicate effectively with the lenders and other staff members, at times during a difficult situation. A pleasant customer service attitude is essential as well as willingness to be a team player. Loan Documentation Specialists report to the Vice President, Platform Systems.

Education And Experience

Education

Graduation from high school or equivalent GED required, some college or post graduate technical training preferred.

Experience

A minimum of 2 years work experience requiring customer service skills is required OR a minimum of one year work experience in the banking industry preferred. Education may be substituted for experience.