Loan Documentation Specialist I - Booking & Maintenance

D.L. Evans Bank; Twin Falls (ID); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

FSA

401(k)

Employee Stock Ownership Plan

Paid Vacation

Sick Time

Life Insurance

Long-term Disability Insurance

Job summary

D.L. Evans Bank seeks a Loan Documentation Specialist to book loans, maintain loan records, and balance general ledger accounts. The role provides clerical support for lending activities and delivers high-quality, professional service to lending staff.

The position involves researching collateral, processing loan denials, and ensuring compliance with bank policies. Applicants should be detail-oriented, organized, and adept with standard office equipment.

Qualifications

• Must be at least 18 years old
• High school diploma or GED required
• Experience helpful, particularly in a financial environment
• Basic knowledge of commercial and consumer loan services and procedures preferred
• Familiarity with general loan documentation helpful
• Accurate and attentive to detail
• Well organized
• Good typing skills
• Willing and able to help others
• Able to use a computer, adding machine, copy machine, and basic business equipment
• Able to get along well with coworkers

Responsibilities

• Handle all loans that are paid off; research loans to verify collateral is not cross‑collateralized with other loans; request approval from the lender to release collateral; and release vehicle titles, UCC filings, and Deeds of Trust when applicable
• Amend UCC filings that have come up for continuation, verify with the lender that filings need to be updated, and track all filings to the Premier system
• Review denials for completeness and verify that denials are processed following the Bank policies and procedures
• Complete all loan non‑posted items and, if unable to resolve in the department, communicate with the branches so they can determine the resolution
• Balance the following general ledger accounts and clear them when applicable: branch clearings, department transit account, and all fees in process
• Assist in balancing the credit life general ledger accounts
• Ensure that customers' requests and questions are promptly resolved
• Maintain and project the Bank's professional reputation
• Promote D.L. Evans Bank at all times
• Serve as a representative for D.L. Evans Bank in the community
• Complete special projects as assigned

Skills

Attention to detail

Organizational skills

Typing skills

Team player

Education

High school diploma or GED

Tools

Computer

Adding machine

Copy machine

Job description

Job Description

The Loan Documentation Specialist is responsible for booking loans, performing loan maintenance, and balancing specific general ledger and fee accounts. He/she provides clerical support for all lending activities and delivers high quality, professional service to lending personnel.

Qualifications

• Must be at least 18 years old
• High school diploma or GED required
• Experience helpful, particularly in a financial environment
• Basic knowledge of commercial and consumer loan services and procedures preferred
• Familiarity with general loan documentation helpful
• Accurate and attentive to detail
• Well organized
• Good typing skills
• Willing and able to help others
• Able to use a computer, adding machine, copy machine, and basic business equipment
• Able to get along well with coworkers

Responsibilities

• Handle all loans that are paid off; research loans to verify collateral is not cross‑collateralized with other loans; request approval from the lender to release collateral; and release vehicle titles, UCC filings, and Deeds of Trust when applicable
• Amend UCC filings that have come up for continuation, verify with the lender that filings need to be updated, and track all filings to the Premier system
• Review denials for completeness and verify that denials are processed following the Bank policies and procedures
• Complete all loan non‑posted items and, if unable to resolve in the department, communicate with the branches so they can determine the resolution
• Balance the following general ledger accounts and clear them when applicable: branch clearings, department transit account, and all fees in process
• Assist in balancing the credit life general ledger accounts
• Ensure that customers' requests and questions are promptly resolved
• Maintain and project the Bank's professional reputation
• Promote D.L. Evans Bank at all times
• Serve as a representative for D.L. Evans Bank in the community
• Complete special projects as assigned

Company Description

D.L. Evans Bank is a community bank and has been since 1904. For many years, we have provided premier banking services to the residents of Southern Idaho and Northern Utah while fostering a working environment for our employees dedicated to teamwork and excellent customer service. If you are a dynamic and customer‑driven individual, whether an experienced banker or just beginning your career, we encourage you to continue with this applicant‑friendly, online job application!

D.L. Evans Bank is an Equal Opportunity Employer – veterans/individuals with disabilities. VEVRAA Federal Contractor. EOE/AA/Vets/IWD.

Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• FSA
• 401(k)
• Employee Stock Ownership Plan
• Paid Vacation
• Sick Time
• Life Insurance
• Long‑term Disability Insurance