Loan Documentation Specialist

Pueblo Bank & Trust; Longmont (CO); On-site; USD 42,000 - 56,000; Full time

Job summary

Pueblo Bank & Trust in Longmont is seeking a Loan Assistant to support the documentation process for commercial, residential, and consumer loans. The role involves preparing closing documents, ensuring accuracy, and coordinating with loan officers to meet regulatory requirements.

Candidates should have strong Microsoft Office skills, attention to detail, and the ability to read legal documents and draft correspondence.

Qualifications

• Five years of financial experience, training, and compliance across banking departments.
• Knowledge of risk management, ethics, laws, and regulations affecting lending.
• Proficiency with loan documentation and compliance regulations.
• Ability to read and interpret legal documents and draft routine correspondence.

Responsibilities

• Order and ensure the accuracy of necessary documentation for closing documents.
• Prepare written instructions to have closing documents drawn up per approvals and lending regulations.
• Ensure loan agreements are complete and accurate according to policy.
• Compose letters and other correspondence with minimal instruction.
• Prepare forms necessary to order appraisals.
• Assist loan officers and clear exceptions.
• Perform other duties and responsibilities as assigned.

Skills

Communication

Leadership

Time management

System familiarity

Regulatory knowledge

Interview skills

Loan terminology

Loan documentation

Tools

Microsoft Office

Job description

Pueblo Bank & Trust in Longmont is seeking a Loan Assistant to support the documentation process for commercial, residential, and consumer loans. The role involves preparing closing documents, ensuring accuracy, and coordinating with loan officers to meet regulatory requirements.

Candidates should have strong Microsoft Office skills, attention to detail, and the ability to read legal documents and draft correspondence.