Senior Document Services Specialist

Seacoast National Bank; Orlando, Mount Dora (FL, FL); Hybrid; USD 60,000 - 95,000; Full time

Job summary

An established industry player is seeking a Senior Document Services Specialist to join their dynamic team. This role is pivotal in ensuring the accuracy of commercial loan documentation and collateral requirements. The ideal candidate will have extensive experience in commercial loan processing, strong analytical skills, and the ability to thrive in a fast-paced environment. You'll collaborate with Loan Officers and attorneys, ensuring compliance and accuracy in all documentation. If you are detail-oriented and possess excellent communication skills, this opportunity offers a chance to make a significant impact in a supportive and innovative workplace.

Qualifications

• 8+ years of commercial loan processing experience required.
• Strong analytical and problem-solving skills essential.
• Excellent communication and interpersonal skills are a must.

Responsibilities

• Prepare and review commercial loan documents for accuracy.
• Coordinate with legal counsel to draft loan documents.
• Conduct due diligence reviews and gather necessary documentation.

Skills

Commercial Loan Documentation

Customer Service Skills

Analytical Skills

Communication Skills

Problem-Solving Skills

Education

MBA from a top program

Tools

LaserPro

Decision Pro

nCino

SBA Spark

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Location: This position can sit in a Seacoast Bank office in Tampa, St. Petersburg, Jacksonville, Mt. Dora, Maitland or Stuart.

Work schedule is hybrid (3 days in office/2 days remote)

JOB SUMMARY:

We are seeking a Senior Document Services Specialist with extensive knowledge in commercial loan documentation and collateral requirements. The role involves preparing and reviewing commercial loan documents, ensuring accuracy based on credit approval packages, and collaborating with Loan Officers and attorneys. Strong teamwork, communication, and customer service skills are essential, along with the ability to work in a fast-paced environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Identify and gather all necessary legal, regulatory, compliance, and bank policy documents for loan transactions.
2. Coordinate with legal counsel or independently draft loan documents using bank software.
3. Conduct due diligence reviews, evaluating borrower and collateral information, and collecting documentation such as OFAC reports, Flood Determinations, UCC searches, Good Standing Certificates, and Title Commitments.
4. Review complex legal documents to ensure understanding of terms and conditions.
5. Verify organizational documents for accuracy and authority to execute agreements.
6. Review legal documentation prior to execution to ensure accuracy and compliance.
7. Monitor pending closing items and collaborate to finalize files.
8. Maintain positive relationships with lending personnel, closing agents, and attorneys.
9. Meet service level and quality standards for the department.
10. Develop expertise in various loan products and collateral types.
11. Note: In case of a Business Continuity event, overnight travel or deployment for up to 3 weeks may be required.

QUALIFICATIONS:

• 8+ years of commercial loan processing and documentation experience; LaserPro experience preferred.
• MBA from a top program preferred; relevant experience may be considered.
• Knowledge of commercial real estate and syndicated loans.
• Experience with commercial banking systems to extract and analyze information.
• Strong analytical, problem-solving, and computer skills.
• Excellent organizational and attention to detail skills.
• Outstanding communication and interpersonal skills.
• Ability to work independently and in a team.
• Willingness to travel occasionally and attend industry events.
• Proficiency in typing (40+ WPM) and PC skills (Word, Excel, Outlook).
• Experience with Decision Pro, LaserPro, nCino, SBA Spark, and core servicing systems is preferred.

Note: The above statements describe the general nature of work and are not exhaustive. All associates must adhere to legal, ethical, and regulatory standards, including completing required training.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights under federal employment laws. For more information, review the Know Your Rights notice from the Department of Labor.