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Documentation Specialist

Full Time
Lafayette, CA, Oakland, CA
Posted 7 months ago

Job description

Provide service and support to branches and departments by preparing documents for SBA, commercial loans, consumer loans and letters of credit.

Essential Functions

  • Analyze and review new loan and modification requests for document preparation. Order collateral searches, flood determinations, other pre-closing documentation as needed.
  • Prepare commercial loan documents (including SBA, construction, letters of credit, consumer, etc.) using an automated document system (Laser Pro) and Microsoft Word for any (non-Laser Pro) documentation.
  • Prepare loan extensions and amendments
  • Review final documentation for accuracy.
  • Serve as backup to Loan Operations Specialist by accurately inputting new loans and modifications to core system following loan closing. Review system input of other loan operations employees.
  • Serve as backup to Loan Operations Specialist in performing post-closing procedures, including scanning and assemblage of loan files, review of loans documented by other documentation specialists and any related follow up.
  • Prints, prepares reports, correspondence, etc. as directed.
  • Back up for Loan Operations with respect to, but not limited to, draw and participation/borrower loan payment processing.


·         Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person and over the phone.

·         Strong word processing and computer database skills with knowledge of Microsoft Office applications and systems used in tracking customer accounts (e.g., OSI-DNA, Laser Pro, nCino, Green Screen, Autosig, etc.).

·         Effective interpersonal skills with the ability to work with individuals and groups at all organization levels; ability to work independently and as part of a team.

·         Knowledge and understanding of banking rules, regulations, laws and all policies and procedures pertaining to them including but not limited to the Bank Secrecy Act.

·         Strong analytical ability with active listening skills.

·         Ability to:

o   Take initiative and prioritize tasks; good time-management, problem-prevention and problem-solving skills

o   Work accurately with close attention to detail

o   Maintain confidentiality of sensitive information

o   Study and apply new information


Minimum two years documentation experience in commercial lending required.

Job Features

Job CategoryLoan Services

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