Loan Documentation Specialist

Firstrust Bank; Horsham (PA); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Hybrid Position*

Job summary

Firstrust Bank is seeking a loan documentation specialist to prepare and review small business and consumer loan packages using LaserPro, ensuring compliance with credit terms and regulatory requirements.

You will perform post-closing reviews, verify documents for completeness and accuracy, and support lending teams throughout the documentation lifecycle. 1–3 years of experience and strong attention to detail are required, along with proficiency in Microsoft Office.

Qualifications

• 1-3 years of experience with small business and consumer loan documentation.
• Experience using LaserPro preferred.
• Demonstrate friendly, positive attitude and self-motivation.
• Strong interpersonal and communication skills; professional demeanor.

Responsibilities

• Prepare documentation for small business and consumer loans using LaserPro and pre-approved documents; ensure terms reflect credit approval and regulatory rules.
• Conduct detailed post-closing reviews to verify documents are complete, executed, and compliant; report deficiencies.
• Review due diligence materials for accuracy and alignment with approval terms; communicate missing items for timely resolution.
• Support lending teams by providing loan documentation expertise and ensuring regulatory compliance across the documentation lifecycle.

Skills

Attention to detail

Regulatory knowledge

Customer service

Time management

Tools

LaserPro

Microsoft Office

Job description

Recognizes the leader in you

As one of the region’s foremost community banking institutions, we take pride in fostering leadership.

FIRSTRUST BANK

Recognizes the leader in you

As one of the region’s foremost community banking institutions, we take pride in fostering leadership.

As a Firstrust employee, your growth is our growth.

For you, that means great benefits, performance-based pay, a meaningful role, and resources to help your success.

For us, that means employees who offer exemplary customer service with a commitment to our values - honesty, integrity and accountability.

• Hybrid Position*

Responsible for preparing and reviewing small business and consumer loan documentation packages using LaserPro software with approved credit terms and all Federal and State Regulatory requirements. This role includes verification of all due-diligence materials for completeness and perform thorough post-closing reviews to ensure proper execution. Identifies and cites documentation deficiencies, supports corrective actions , and helps maintain compliance and data integrity throughout the loan documentation process.

Job Duties And Responsibilities

• Prepare documentation for all small business and consumer loans using LaserPro or pre-approved customized documents sets ensuring each loan package accurately reflects the terms and conditions of the credit approval. Confirm full compliance with the Bank’s Credit Policy and all applicable regulatory rules and regulations.


• Perform detailed post-closing reviews for small business and consumer documentation to verify that all required documents are received, fully executed and compliant with credit terms. Identify, document and report any material deficiencies to ensure accuracy and regulatory adherence.


• Review all due diligence materials associated with each loan transaction to ensure accuracy, completeness, and alignment with approval terms. Communicate any missing items, inconsistencies, or deficiencies to the appropriate parties to support timely resolution and maintain compliance throughout the documentation process.


• Provide comprehensive support to all business lending teams by serving as an additional resource for loan documentation and process‑related inquiries. Ensure accuracy, consistency, and regulatory compliance throughout the documentation lifecycle, contributing to a smoother workflow for customer and internal operational teams.

Other Job Duties And Responsibilities

• Assists in the development of new business for Firstrust. Is alert to expressed customer/prospect needs to suggest appropriate services. Directs customers to appropriate person to establish business relationships.


• Other duties as assigned.

Physical And Sensory Requirements

• Prolonged periods sitting at a desk and working on a computer.


• Ability to perform filing duties as assigned.

Potenital On-the-job-risks

• None identified.

Education, Training And Experience

• 1-3 years of experience and knowledge of small business and consumer loan documentation.


• Experience using documentation software (LaserPro) preferred.


• Demonstrate friendly, positive attitude, self-motivator.


• Strong interpersonal skills and communicates clearly and professionally.


• Excellent customer service and client relations skills.


• Above average organizational and time management skills.


• Strong attention to detail and problem-solving skill


• Ability to follow procedures and multi-task with a degree of versatility and flexibility.


• Intermediate knowledge and skills in the Microsoft Office Suite

Firstrust Bank provides equal employment opportunity without regard to race, color, creed, sex (including pregnancy), age, gender, (including gender nonconformity and status as a transgender or transsexual individual), physical or mental disability, religion, national origin, genetics, marital status, veteran’s status, ancestry, citizenship, sexual orientation, or other characteristics protected by applicable law. This policy applies to all areas of employment, including, without limitation, recruitment, hiring, training and development, promotion, transfer, termination, compensation, benefits, and all other conditions and privileges of employment in accordance with applicable federal, state and local laws.

Firstrust Bank is an Equal Opportunity Employer.

Firstrust provides reasonable accommodations so that disabled individuals may participate in the application and selection process. Please state your reasonable accommodation request for assistance in your message.

If you have a disability and need an accommodation to complete the application process, please email Firstrust Bank Human Resources Department [e-mail]. Include your full name, best way to reach you, and the accommodation needed to assist with the application process.

Only reasonable accommodation requests related to applying for a specific position within Firstrust will be reviewed at the email address and phone number supplied.

Please advise Firstrust of any accommodation you require to express an interest in a specific opening by emailing or calling: [e-mail] or 215-728-8265.