Loan Documentation Specialist I: Accuracy & Compliance

NBT Bank; City of Oneida (NY); On-site; USD 26,000 - 36,000; Full time

Benefits offered by this job

Generous PTO

Parental Leave

Medical & Dental Coverage

401(k) Plan

Job summary

The Loan Documentation Specialist I at NBT Bank reviews post-approval loan documentation for accuracy and adherence to loan approval and policy. You will identify exceptions, analyze documents, and make processing decisions following established procedures.

Responsibilities include risk mitigation, reporting, and providing guidance to colleagues on policies. Strong communication, organization, and basic accounting skills are required.

Qualifications

• High School Diploma or GED is required.
• Associates degree preferred to support documentation work.
• Professional or customer service experience is preferred to interact with clients.

Responsibilities

• Review post-approval loan documentation for accuracy and policy compliance.
• Identify exceptions and communicate risks to appropriate parties.
• Escalate potential risk and resolve exception items.
• Provide support to internal/external customers and assist with training.
• Maintain awareness of laws and regulations applicable to the position.

Skills

Attention to detail

Communication skills

Analytical thinking

Reading comprehension

Procedural follow-through

Basic accounting

Education

High School Diploma or GED

Associates Degree preferred

Professional or customer service experience preferred

Job description

The Loan Documentation Specialist I at NBT Bank reviews post-approval loan documentation for accuracy and adherence to loan approval and policy. You will identify exceptions, analyze documents, and make processing decisions following established procedures.

Responsibilities include risk mitigation, reporting, and providing guidance to colleagues on policies. Strong communication, organization, and basic accounting skills are required.