Loan Documentation Specialist

Firstrust Bank; Horsham (PA); On-site; USD 50,000 - 70,000; Full time

Job summary

Firstrust Bank in Horsham, Pennsylvania, is seeking a detail-oriented professional for a hybrid position focusing on consumer and small business loan documentation. Responsibilities include preparing loan packages, conducting post-closing reviews, and supporting lending teams throughout the documentation process.

The ideal candidate has 1–3 years of relevant experience, familiarity with LaserPro, and exceptional customer service skills. Join Firstrust Bank to contribute to a collaborative environment that values attention to detail and professional growth.

Qualifications

• 1–3 years of experience and knowledge of consumer and small business loan documentation.
• Experience using documentation software (LaserPro) preferred.
• Strong attention to detail and problem-solving skill.

Responsibilities

• Prepare documentation for consumer and small business loans.
• Perform detailed post-closing reviews for documentation.
• Provide comprehensive support to business lending teams.

Skills

Experience in consumer and small business loan documentation

Documentation software knowledge (LaserPro)

Strong interpersonal skills

Excellent customer service

Attention to detail

Microsoft Office Suite proficiency

Education

1–3 years of relevant experience

Tools

LaserPro

Job description

Hybrid Position

Job Duties and Responsibilities

• Prepare documentation for all consumer and small business loans using LaserPro or pre-approved customized document 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 consumer and small business 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.

Potential On-The-Job Risks

• None identified.

Education, Training and Experience

• 1–3 years of experience and knowledge of consumer and small business 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.