Loan Documentation Specialist

Pueblo Bank & Trust; Broomfield (CO); On-site; USD 42,000 - 54,000; Full time

Job summary

Pueblo Bank & Trust is seeking a Documentation Specialist / Loan Assistant to support commercial, residential, and consumer lending operations at locations including Longmont, Larkridge, and Pueblo. The role emphasizes accurate loan documentation and adherence to lending regulations, with responsibilities spanning closing documents, appraisals, and compliance.

Ideal candidates will have extensive financial experience, strong organizational and communication skills, and the ability to work with

Qualifications

• Five years of financial experience, training, and compliance in several departments of financial institutions.
• Experience working with state and federal regulatory agencies.
• Experience developing and filing policy forms.
• Knowledge of loan documentation and compliance regulations.
• Strong leadership, project management and relationship management skills.

Responsibilities

• Order and ensure the accuracy of the necessary documentation for preparation of closing documents.
• Prepare written instruction to have the closing documents drawn up, in accordance with the approval and or the appropriate lending regulations as well as all bank policy regulations.
• Ensure loan agreements are complete and accurate according to policy.
• Compose letter and other correspondence with no instruction.
• Prepare forms necessary to order appraisals.
• Assist loan officers and clearing exceptions.
• Perform other duties and responsibilities as assigned.

Skills

Effective communication

Organizational skills

Leadership & teamwork

Interpersonal skills

Microsoft Office

Tools

Microsoft Office (Word, Excel, PowerPoint)

Document management software

Database applications

Job description

Pueblo Bank & Trust is seeking a Documentation Specialist / Loan Assistant to support commercial, residential, and consumer lending operations at locations including Longmont, Larkridge, and Pueblo. The role emphasizes accurate loan documentation and adherence to lending regulations, with responsibilities spanning closing documents, appraisals, and compliance.

Ideal candidates will have extensive financial experience, strong organizational and communication skills, and the ability to work with