Loan Documentation Specialist

Wheatland Bank; Spokane (WA); On-site; USD 28,929 - 42,705; Full time

Benefits offered by this job

Medical, dental, vision

Paid time off

Paid holidays

Job summary

Wheatland Bank in Spokane, WA is seeking a Lending Operations associate focused on collateral perfection, tracking, and documentation reviews. The role interfaces with Loan Officers and staff to ensure accurate filing and compliant documentation across systems like nCino and Synergy.

The position emphasizes meticulous data handling, timely coordination of UCC filings, and support for the Loan QC team. Strong Excel/Word skills and banking experience are preferred for effective execution.

Qualifications

• High School diploma or equivalent education/experience.
• Previous experience in banking, finance, accounting or similar field.

Responsibilities

• Program and monitor Collateral Tracking in nCino with third party vendors; follow up documentation and ensure filing perfection.
• Review loan documentation and electronic files for approval and accuracy within compliance guidelines.
• Assist in indexing, cataloging, and electronic filing of loan documents in Synergy; provide back-up for Data Integrity programs.
• Back up for credit bureau disputes, loan documentation creation, and quality control processes.

Skills

Excel

Word

Typing

10-key

Data entry

Spreadsheet creation

Time management

Organizational skills

Communication

Ownership

Education

High School diploma

Tools

nCino

Synergy

Job description

About The Role

POSITION SUMMARY:

This position is responsible for ensuring collateral perfection and tracking, completing loan files reviews, various loan collateral and type reporting as well as providing back up for the Loan QC Manager and Loan Document Drafting team. Employee will have extensive contact with Loan Officer and Loan Assistants as well as other bank staff and must interact in a professional and courteous manner to enhance the overall efficiency and image of the bank.

The pay range for this position is $20.68 - 31.01

PRINCIPAL RESPONSIBILITIES AND DUTIES:

• Programs and monitors Collateral Tracking in the bank's Commercial Loan Origination System nCino. Works with third party vendors and commercial lending staff on follow up documentation. Reviews collateral to ensure filing perfection.
• Reviews Commercial Loan Operation System nCino documentation filing for approval of critical documentation.
• Reviews Commercial Loan electronic files in Synergy documentation storage system and completes final review checklists.
• Assist in the electronic filing and tracking of various documents including UCC filings, ensuring accurate data entry.
• Responsible for detailed and accurate UCC Lien Search to Reflect filings, ensuring accurate data entry.
• Assists in the review of loan documentation to ensure documents are prepared as approved and within compliance guidelines.
• Complete and verify Real Estate Tax tracking in third party systems.
• Responsible for working with loan staff to file and store all paper documents appropriately once forwarded to Administration from branches.
• Assists loan staff as needed in obtaining copies of documents from paper files not indexed in Electronic Filing systems.
• Assists with accurate and timely indexing and cataloging of all documentation associated with loans into the Bank's electronic Synergy documentation software, maintaining a consistent order. Electronic reporting of loan statuses as required to government agencies.
• Assists Loan Operations QC Manager in review of Data Integrity programs
• Provides backup support and additional assistance for responding, tracking, and monitoring credit bureau disputes.
• Provides backup support for the creation of loan documentation and the documentation quality control process.
• Additional responsibilities may vary by delegation of the Loan Operations Director, Loan Operations Manager and Loan Operations QC Manager. CCO, CBO, CFO, Loan Operations Manager or Assistant Loan Operations Manager.

ADDITIONAL RESPONSIBILITIES:

• Adhere to Wheatland Bank Core Values
• Keep management informed of area activities and any significant problems
• Provide exceptional customer service to all customers, both internal and external.
• Represent Wheatland Bank in a Professional fashion to include; professional image, confidentiality, regular and consistent attendance, punctual

About You

QUALIFICATIONS

• High School diploma or an equivalent combination of experience and education
• Previous experience in banking, finance, accounting or similar field

KNOWLEDGE, SKILL, ABILITY

• Proficiency in Microsoft Excel and Word, strong typing, word processing and 10-key skills
• Ability to create spreadsheets, write formulas, and manipulate data
• Capable of prioritizing and managing several projects at a time to meet expected deadlines with minimum amount of direction
• Strong organizational and time management skills
• Ability to relate to others and relay information in a clear, precise manner
• Ability to take ownership of assigned responsibilities, including follow-through to ensure timely completion

PHYSICAL DEMANDS

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours when required or requested by management. Must be capable of regular, reliable and timely attendance.

What We Offer

COMPENSATION & BENEFITS

Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit‑Sharing plans, short and long‑term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full‑Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full‑Time employees are also offered 6 paid holidays and Part Time employees are offered pro‑rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details. Check it out!

We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

No Recruiters or unsolicited agency referrals please.