Pre-Closing Loan Documentation Specialist

BankFirst Financial Services; Water Valley (MS); On-site; USD 42,000 - 60,000; Full time

Job summary

BankFirst Financial Services is seeking an experienced Loan Documentation Specialist to pre-close consumer and selected commercial loans. You will verify terms, prepare documents, and assemble complete loan packages in compliance with bank policy and standards.

Ideal candidates have at least three years in loan documentation, LaserPro familiarity, and strong attention to detail, communication, and time management to handle high volumes accurately under tight deadlines.

Qualifications

• Three years of work experience in consumer and commercial loan documentation, with LaserPro experience preferred.
• Broad knowledge in loan compliance and regulatory requirements, with strong understanding 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 necessary to perform related job duties.
• Excellent multi-tasking and prioritizing skills.
• Strong critical thinking and decision-making skills.

Responsibilities

• Verify loan documents required to support approved terms and conditions, including reviewing entity and collateral documentation, lending authorities, and adherence to terms, pricing and conditions approved by senior-level management and/or bank loan committees.
• Prepare documentation for all new, renewal and modified loans, including consumer and non-real estate commercial loans, utilizing the bank’s internal documentation preparation software.
• Produce complete, accurate and enforceable loan document packages, including promissory notes, loan agreements, security agreements, financing statements and all necessary documents for collateral lien perfection.
• Assist with third-party services, including UCC filings and searches, flood determinations, Secretary of State standings and other external documentation as required
• Serve as a resource to all bank lending personnel and loan support areas by providing guidance and/or consultation on any documentation, policy or procedural issue
• Notify lenders of potential problems and make recommendations for resolution of problems or conflicts associated with loans and/or collateral
• Participate in training sessions, webinars and/or projects relating to pre-closing and compliance
• Provide support to Department Manager and assist with the execution and implementation of bank initiatives and the training of bank lending personnel

Skills

Loan docs

LaserPro

Attention to detail

Communication skills

Time management

Organizational skills

Multi-tasking

Problem solving

Tools

LaserPro

Job description

BankFirst Financial Services is seeking an experienced Loan Documentation Specialist to pre-close consumer and selected commercial loans. You will verify terms, prepare documents, and assemble complete loan packages in compliance with bank policy and standards.

Ideal candidates have at least three years in loan documentation, LaserPro familiarity, and strong attention to detail, communication, and time management to handle high volumes accurately under tight deadlines.