Pre-Closing Loan Documentation Specialist

BankFirst Financial Services; Arley (AL); On-site; USD 52,000 - 72,000; Full time

Job summary

BankFirst Financial Services is seeking an experienced Loan Documentation Specialist to pre-close consumer and selected commercial loans, ensuring conformance with documentation requirements and bank policy standards. You will prepare closing packages and maintain adherence to compliance requirements across BankFirst markets.

Role requires 3+ years in loan documentation, strong attention to detail and the ability to manage high volumes under deadlines.

Qualifications

• Minimum of three (3) years of work experience in consumer and commercial loan documentation.
• Strong knowledge of loan documentation for consumer and non-real estate commercial loans.
• Superior attention to detail and accuracy.
• Strong written and oral communication skills.
• Effective organizational and time-management skills.
• Ability to handle heavy volumes of work under pressure in a deadline-driven environment.
• Proficient PC and technical skills.

Responsibilities

• Verify loan documents required to support approved terms and conditions.
• Prepare documentation for new, renewal and modified loans using internal software.
• Produce complete, enforceable loan document packages (notes, loan agreements, security agreements, financing statements).
• Assist with third-party services (UCC filings, flood determinations, Secretary of State standings).
• Serve as a resource to lending staff on documentation, policy or procedures.
• Notify lenders of potential problems and recommend resolutions.
• Participate in training sessions related to pre-closing and compliance.
• Provide support to Department Manager and assist with bank initiatives and training.

Tools

LaserPro

Documentation software

Job description

BankFirst Financial Services is seeking an experienced Loan Documentation Specialist to pre-close consumer and selected commercial loans, ensuring conformance with documentation requirements and bank policy standards. You will prepare closing packages and maintain adherence to compliance requirements across BankFirst markets.

Role requires 3+ years in loan documentation, strong attention to detail and the ability to manage high volumes under deadlines.