Senior Loan Documentation Specialist

Citizens Business Bank

San Jose (CA)

On-site

USD 33,000 - 44,000

Full time

13 days ago
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Benefits offered by this job

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Job summary

Citizens Bank & Trust? Citizens Business Bank seeks a skilled loan documentation professional to prepare complex loan documentation and ensure compliance with policy and regulatory standards. You will coordinate with escrow/title, perfect collateral, and maintain meticulous documentation records.

The role requires at least 5 years of loan documentation experience and proficiency with MS Office, Harland LaserPro, and mainframe loan systems. Strong attention to detail is essential.

Qualifications

  • High School diploma or GED and at least 5 years of loan documentation preparation experience.
  • Experience with commercial and consumer loan documentation is required.
  • Ability to read and interpret legal documents and banking policies.

Responsibilities

  • Prepare loan documents for commercial and consumer loans from low to high complexity.
  • Review documents for compliance with credit approval and bank policy.
  • Coordinate with escrow and title companies as applicable.
  • Perfect collateral and track return of collateral documents.
  • Post-execution review of loan documentation packages and respond to inquiries.

Skills

MS Office
Team player
Attention to detail
Ability to work under pressure

Education

High School diploma or GED

Tools

Harland LaserPro
FISERV
Mainframe loan systems

Job description

Citizens Bank & Trust? Citizens Business Bank seeks a skilled loan documentation professional to prepare complex loan documentation and ensure compliance with policy and regulatory standards. You will coordinate with escrow/title, perfect collateral, and maintain meticulous documentation records.

The role requires at least 5 years of loan documentation experience and proficiency with MS Office, Harland LaserPro, and mainframe loan systems. Strong attention to detail is essential.

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