Senior Document Services Specialist

Seacoast National Bank; Tampa (FL); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Document Services Specialist to join their team. This role involves preparing and reviewing commercial loan documentation, ensuring compliance with regulations, and collaborating closely with Loan Officers and attorneys. The ideal candidate will possess extensive experience in commercial loan processing, strong analytical skills, and excellent communication abilities. This hybrid position offers a dynamic work environment where your contributions will directly impact the customer experience. If you're ready to take the next step in your career and thrive in a fast-paced setting, this opportunity is perfect for you.

Qualifications

• 8+ years of experience in commercial loan processing and documentation.
• Strong knowledge of commercial real estate and syndicated loan transactions.

Responsibilities

• Prepare and review commercial loan documentation for accuracy.
• Conduct due diligence reviews and coordinate with legal counsel.

Skills

Commercial Loan Processing

Documentation Experience

Analytical Skills

Customer Service

Communication Skills

Education

MBA from a top program

8+ years of experience

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 looking for a Senior Document Services Specialist with extensive knowledge and experience in commercial loan documentation and collateral requirements. The Senior Document Services Specialist will be responsible for preparing commercial loan documentation and reviewing attorney-prepared commercial loan closing documents. The senior specialist will determine the appropriate documentation needed for loan facilities based on the credit approval package review, and will prepare and review legal documents to ensure accuracy.

The successful candidate will collaborate closely with Loan Officers and bank-appointed attorneys. Strong teamwork, effective relationship management, excellent customer service, and communication skills are essential. The ability to thrive in a fast-paced, deadline-driven environment while ensuring the best possible closing experience for our customers is crucial.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Identify and gather all necessary legal, regulatory, compliance, and bank policy documents for loan transactions to ensure alignment with approved loan structures and adherence to internal legal guidelines and regulatory standards.
2. Coordinate with approved legal counsel to prepare commercial loan documentation, or independently draft loan documents using the bank's software.
3. Conduct due diligence reviews for loan closings, evaluating borrower and collateral information, and collecting required documentation such as OFAC reports, Flood Determinations, UCC searches, Good Standing Certificates, and Title Commitments.
4. Review complex legal documents, ensuring full understanding of terms and conditions necessary for closing.
5. Verify organizational documents for accuracy of legal name and authority to execute legal agreements.
6. Thoroughly review all legal documentation prior to execution to guarantee accuracy and compliance with regulations.
7. Monitor pending closing items and collaborate with the loan team to finalize files.
8. Foster positive relationships with lending personnel, closing agents, and attorneys to provide exceptional customer service.
9. Meet established service level and quality standards for the Document Services Department to deliver top-notch customer service.
10. Develop and maintain expertise in various loan products and collateral types, understanding specific requirements for each.
11. In the case of a Business Continuity event, overnight travel and/or deployment for up to 3 weeks may be required.

QUALIFICATIONS:

• 8+ years of commercial loan processing and documentation experience. LaserPro software experience preferred.
• MBA from a top program preferred, but candidates with additional commercial loan documentation experience will be considered.
• Strong knowledge of requirements for commercial real estate and syndicated loan transactions.
• Knowledge of commercial banking systems, usually acquired through experience, to extract information from various systems for analysis.
• Analytical, problem-solving, and computer skills to analyze documentation, identify deficiencies, and understand collateral requirements and procedures.
• Excellent organizational skills and attention to detail with the ability to manage multiple projects simultaneously.
• Outstanding written, oral communication, and interpersonal skills.
• Ability to work independently and as part of a team.
• Willingness to travel occasionally and attend industry events.
• Professional interaction with internal and external parties.
• Typing speed of at least 40+ words per minute.
• Strong PC skills including Word, Excel, and Outlook.
• Experience with Decision Pro, LaserPro, nCino, SBA Spark, and core servicing systems, including setting up interfaces, mapping, and automation, is preferred.

Note: The above statements describe the general nature and level of work performed by individuals in this role. They are not an exhaustive list of responsibilities, duties, or skills. All associates must adhere to the highest legal and ethical standards applicable to our industry and complete all required training on time.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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For more information, review the Know Your Rights notice from the Department of Labor.