Senior Document Services Specialist

Seacoast Bank; Boca Raton (FL); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Seacoast Bank in Boca Raton handles commercial loan documentation, coordinating with counsel on complex transactions including aircraft, transportation, leases and SBA loans. The role prepares Letters of Credit and related documents, reviews due diligence like title searches and UCCs, and ensures compliance with AML/BSA and regulatory standards.

The position emphasizes teamwork, strong customer service, and the ability to work in a fast-paced, deadline-driven environment while maintaining high

Qualifications

• 8+ years of commercial processing experience.
• LaserPro software experience preferred.
• Familiar with lending regulatory compliance preferred
• Knowledge of general ledger entries preferred
• Must type a minimum of 40+ words per minute
• Proficient in Word, Excel and Outlook
• Excellent organizational and communication skills
• Ability to multitask under pressure and meet deadlines

Responsibilities

• Prepare loan documentation for commercial loans in-house and coordinate closings with bank counsel on complex transactions.
• Obtain and review due diligence information (title searches, UCC searches, survey, etc.).
• Ensure loan approval conditions are cleared before closing.
• Coordinate closings with loan officers, attorneys and borrowers.
• Support partnerships with Lending and Branch personnel to deliver customer service.
• Meet processing production goals within established error ratio guidelines.
• Adhere to AML/BSA, audit, risk controls and regulatory requirements.

Skills

Typing speed 40+ wpm

Strong PC skills (Word, Excel, Outlook

Detail oriented

Communication skills

Deadline-driven

Education

High school diploma with some college preferred

Tools

LaserPro

Job description

This is a hybrid position.

JOB SUMMARY:

Perform all functions required to prepare the appropriate commercial loan documents in accordance with Bank policies, procedures and regulatory compliance based on borrowing entity, purpose of proceeds and collateral securing the loan. Work closely with bank counsel on complex commercial transactions that involve collateral such as aircraft loans, transportation loans, leases as well as SBA loans. Prepare Letters of Credit, subordination and/or assignment documents and all related documentation. Obtain and review information in conjunction with the preparation of loan documents, such as ordering appraisals, title searches or policies, etc. Coordinate information and closings with loan officers and/or closing agents. Implicit to the role is being a collaborative team player with strong relationship management, customer service and communication skills. Ability to work in a fast paced, deadline driven environment while delivering highest levels of customer service.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Prepare loan documentation for commercial loans in-house as well as work closing with bank counsel on complex commercial transactions that involve collateral such as aircraft loans, transportation loans, leases as well as SBA loans. Prepare requests in accordance with loan approval, Bank policies and regulatory compliance.
• Obtain and review all due diligence information required in conjunction with the preparation of the loan documents, such as ordering title searches, performing UCC searches, corporate record searches, surveys and flood certifications
• Ensure loan approval conditions have been cleared and documented prior to closing
• Coordinate information and closings with loan officer, closing agents, attorneys and borrowers
• Support a quality partnership with Lending and Branch personnel to deliver superior customer service
• Responsible for meeting processing production goals within established error ratio guidelines

• Meet Service Level Agreement established for the Document Services Department to consistently deliver the highest level of customer service
• Ensure adherence to AML/BSA requirements, operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements.

EDUCATION and/or EXPERIENCE:

• High school graduate with some college preferred
• 8+ years of commercial processing experience. LaserPro software experience preferred.
• Familiar with lending related regulatory compliance preferred
• Knowledge of general ledger entries preferred
• Must be able to type a minimum of 40+ words per minute
• Must possess strong PC skills including Word, Excel and Outlook
• Must be detail oriented with excellent organization and communication skills
• Must have the ability to work well under pressure and effectively multi-task in a deadline driven environment

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.