Loan Documentation Specialist

Gulf Coast Bank & Trust Company; Covington (LA); On-site; USD 42,000 - 62,000; Full time

Job summary

Gulf Coast Bank & Trust Company in Covington, LA seeks a Loan Documentation Specialist to prepare and fund loans within deadlines, ensuring compliance with federal regulations and bank policies while delivering high-level service to lenders and portfolio managers.

The role is predominantly in-office with LaserPro document preparation and close coordination with loan teams; candidates should have a high school diploma and banking experience.

Qualifications

• Banking experience and LaserPro knowledge preferred.
• Knowledge of compliance and regulatory law required.
• Strong communication and customer service skills.
• Detail oriented with high accuracy and focus on quality.
• Ability to prioritize tasks in a fast-paced environment.
• Proficiency with Microsoft Office applications.

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 timely and accurately.
• Communicate verbally and electronically with all parties involved.
• Ensure compliance with federal regulations and bank policy prior to producing documents.
• Other duties as assigned.

Skills

Banking experience

Regulatory compliance knowledge

Excellent communication

Attention to detail

Prioritize tasks

Microsoft Office

Education

High school diploma or equivalent

Tools

LaserPro

Job description

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: 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.