Loan Documentation Specialist II

Midwest Independent BankersBank; Jefferson City (MO); On-site; USD 55,000 - 75,000; Full time

Job summary

Midwest Independent BankersBank in Jefferson City, MO is seeking a detail-oriented Loan Documentation Specialist to support administration and monitoring of the loan portfolio, ensuring accuracy and compliance with strong service. You will review and process loans, prepare closings, and maintain files in a collaborative, on-site environment.

The role requires accounting or finance education, proficiency with Microsoft Office, and the ability to work with loan officers and auditors.

Qualifications

• Four-year degree in business-related field, preferably finance or accounting.
• - Banking or regulatory setting experience preferred.
• - Strong organizational skills and attention to detail.
• - Proficiency with Microsoft Office.

Responsibilities

• Review and process new loans, renewals, and modifications.
• Coordinate and prepare documents for loan closings.
• Book and fund loans within the loan operating system.
• Monitor and maintain loan files for compliance.
• Process and reconcile loan transactions with customer banks.
• Audit daily loan activity and reconcile with the general ledger.
• Prepare reports for auditors, regulators, and examiners.
• Assist in monthly loan and board reporting.
• Maintain organized filing systems.
• Provide high-quality customer service as first contact for loan inquiries.
• Support team training and collaborative environment.

Skills

Attention to detail

Organizational skills

Multi-tasking

Customer service

Communication

Team collaboration

Problem solving

Education

Bachelor's degree in business/finance/accounting

Tools

Microsoft Office

Excel

Loan operating system

Job description

Midwest Independent BankersBank (MIB) is seeking a detail-oriented and motivated Loan Documentation Specialist to join our team. In this role, you will play a key part in supporting the administration and monitoring of our loan portfolio, ensuring accuracy, compliance, and exceptional service.

This role is ideal for someone who enjoys a customer-focused environment, working with financial documentation, and values collaboration and continuous improvement. In this position, you will partner closely with loan officers and team members while serving as a primary point of contact for loan-related inquiries.

What You’ll Do

• Review and process new loans, renewals, and modifications to ensure complete and accurate documentation
• Coordinate and prepare documentation required for loan closings
• Book and fund loans within the loan operating system
• Monitor and maintain loan files, ensuring all required documents are up-to-date and compliant
• Process and reconcile loan transactions with customer banks
• Audit daily loan activity and reconcile balances with the general ledger
• Prepare reports, summaries, and documentation requested by auditors, regulators, and examiners
• Assist in preparing monthly loan and board reports
• Maintain organized and accurate filing systems
• Provide high-quality customer service and serve as a first point of contact for incoming loan calls and emails
• Support team training and contribute to a collaborative work environment

What We’re Looking For

• Strong attention to detail and organizational skills
• Ability to manage multiple priorities and meet deadlines
• Solid understanding of loan documentation and banking operations (preferred)
• Proficiency with financial systems and Microsoft Office tools, especially Excel
• Strong communication and customer service skills
• Ability to work both independently and as part of a team
• A proactive, problem-solving mindset

Required Education and Experience:

• Four year degree in business related field, preferable finance or accounting and/or four years of experience in a bank, financial, regulatory setting.
• Ability to work with a variety of computer software including Microsoft Office.
• Highly competent with exceptional organization skills.
• Detail oriented and capable of managing several different projects simultaneously.
• On-site; Monday through Friday; 8:00am and 5:00pm; flexible work schedule may be possible.