Senior Loan Documentation Specialist

Citizens Business Bank; Rancho Cucamonga (CA); On-site; USD 68,569,000 - 92,582,000; Full time

Job summary

Citizens Business Bank is seeking a loan documentation specialist to prepare and review documentation for commercial and consumer loans of varying complexity. You will ensure compliance with credit approvals, coordinate with escrow and title services, and manage collateral records.

The role emphasizes accuracy, attention to detail, and timely document processing to minimize bank risk, with opportunity for an annual bonus as stated by policy.

Qualifications

• High School diploma or GED required.
• Minimum 5 years of commercial and consumer loan documentation preparation experience.
• Familiar with standard U.S. lending policies and note department workflows.
• Proficient in MS Office and loan documentation systems.

Responsibilities

• Prepare loan documents for commercial and consumer loan products from low to high complexity.
• Review documents for compliance with credit approval.
• Coordinate with escrow/title companies as applicable.
• Perfect collateral and track return of collateral documents.
• Create and maintain documentation files and handle exceptions.
• Post-execution review of loan documentation packages.

Skills

Attention to detail

Team player

Under pressure

Initiative

Adaptability

Strong can-do attitude

Education

High School diploma or GED

Tools

Harland LaserPro

MS Word

MS Excel

Mainframe loan systems

FISERV

Job description

Citizens Business Bank is seeking a loan documentation specialist to prepare and review documentation for commercial and consumer loans of varying complexity. You will ensure compliance with credit approvals, coordinate with escrow and title services, and manage collateral records.

The role emphasizes accuracy, attention to detail, and timely document processing to minimize bank risk, with opportunity for an annual bonus as stated by policy.