Pre-Closing Loan Docs & Compliance Specialist

BankFirst Financial Services; Carrollton (AL); On-site; USD 45,000 - 65,000; Full time

Job summary

BankFirst Financial Services is seeking a detail-oriented professional to perform pre-closing reviews of consumer and selected commercial loans and prepare closing packages in a defined turnaround time. You will ensure conformance with loan documentation standards and bank policy, while supporting lending teams across markets.

The role requires at least three years of loan documentation experience, strong regulatory knowledge, and excellent communication.

Qualifications

• Minimum of three (3) years of work experience in consumer and commercial loan documentation.
• Broad knowledge of loan compliance and regulatory requirements.
• Strong attention to detail and accuracy.
• Excellent written and oral communication skills.

Responsibilities

• Verify loan documents supporting terms, collateral, and approvals.
• Prepare documentation for new, renewal, and modified loans using internal software.
• Produce complete loan document packages including notes and security documents.
• Assist with third-party services and external documentation when required.
• Provide guidance on documentation, policy, or procedural issues.
• Notify lenders of potential problems and recommend resolutions.
• Participate in training and bank initiatives related to pre-closing and compliance.
• Support Department Manager and lending personnel in implementation tasks.

Skills

Attention to detail

Communication

Time management

Organizational skills

Multi-tasking

Critical thinking

Decision making

Technical proficiency

Tools

LaserPro

Job description

BankFirst Financial Services is seeking a detail-oriented professional to perform pre-closing reviews of consumer and selected commercial loans and prepare closing packages in a defined turnaround time. You will ensure conformance with loan documentation standards and bank policy, while supporting lending teams across markets.

The role requires at least three years of loan documentation experience, strong regulatory knowledge, and excellent communication.