Loan Documentation Specialist

Gulf Coast Bank and Trust Company; Covington (LA); On-site; USD 42,000 - 56,000; Full time

Job summary

Gulf Coast Bank & Trust Company is seeking a Loan Documentation Specialist to manage centralized loan documentation preparation and funding within defined timeframes, delivering top-tier customer service to lenders and portfolio managers. This role focuses on accuracy and regulatory compliance before document issuance.

The position is primarily in-office at an approved Gulf Coast Bank & Trust location in Louisiana, requiring strong communication and organizational skills to work in a fast-paced

Qualifications

• High school diploma or equivalent required.
• Banking experience preferred.
• LaserPro experience preferred.
• Knowledge of compliance and regulatory law.
• Strong communication and customer service skills.
• Detail oriented with accuracy.
• Ability to prioritize tasks in a fast-paced environment.

Responsibilities

• Gather all necessary documents from the lender/loan portfolio manager to produce loan documents.
• Review all documentation for accuracy and completeness.
• Prepare loan documents using the LaserPro system in a timely and accurate manner.
• Communicate with all parties involved verbally and electronically.
• Ensure compliance with federal regulations and bank policy prior to producing loan documents.
• Perform other duties as assigned.

Skills

Attention to detail

Customer service

Communication skills

Regulatory knowledge

Time management

Microsoft Office

Shipping/handling LaserPro

Education

High school diploma or equivalent

Tools

LaserPro

Microsoft Office

Job description

Summary

The Loan Documentation Specialist is responsible for centralized loan documentation preparation and loan funding within the allocated time frames defined by the Bank. Provides a high level of customer service to lenders/loan portfolio managers/bankers in preparing consumer and commercial loan documentation ensuring all federal regulations and Bank policy are complied with prior to issuance.

Job Type

Full-time

Description

Summary

The Loan Documentation Specialist is responsible for centralized loan documentation preparation and loan funding within the allocated time frames defined by the Bank. Provides a high level of customer service to lenders/loan portfolio managers/bankers in preparing consumer and commercial loan documentation ensuring all federal regulations and Bank policy are complied with prior to issuance.

Location

Location: This role will primarily be in-office at an approved Gulf Coast Bank & Trust location unless otherwise agreed upon with management. The location and any agreements made may be amended or changed at any time at the company’s discretion.

Responsibilities

• Gather all necessary documents from the lender/loan portfolio manager required to produce loan documents.
• Review all documentation for accuracy and completeness.
• Prepare loan documents using the LaserPro system timely and accurately.
• Must be able to communicate both verbally and electronically with all parties involved.
• Responsible for ensuring all federal regulations and Bank policy are complied with prior to producing loan documents.
• Other duties as assigned.

Requirements

Skills/Experience/Education

• High school diploma or equivalent.
• Previous banking experience strongly preferred.
• Previous LaserPro experience preferred.
• Knowledge of compliance and regulatory law.
• Strong communication and customer service skills.
• Detail oriented with a strong focus on accuracy.
• Ability to prioritize tasks and work in a fast-paced environment that changes quickly.
• Knowledge of personal computers including the Microsoft Office suite of products.

Essential Mental & Physical Requirements

• Ability to travel if required to perform the essential job functions.
• Ability to work under stress and meet deadlines.
• Ability to read and interpret a document if required to perform the essential job functions.
• Prolonged periods of sitting at a desk and working on a computer may be required.
• Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

This job description is intended to describe the general nature and level of work performed. It is not an exhaustive list of all responsibilities, duties, and skills required and may be revised as business needs evolve. Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.