Your next move starts here.
If you are looking to launch or advance your career in the financial industry, don't miss this opportunity. At Hickory Point Bank & Trust, you'll work alongside innovative, creative individuals who are empowered to do what’s right for our clients. Join a team that values your potential, supports your development, and invests in your success.
Basic Function:
The Commercial Loan Documentation Specialist (“CLDS”) is responsible for the accurate and timely preparation of commercial loan documentation, pre-closing and post-closing due diligence, and general commercial loan administrative support. The CLDS works closely with commercial administrative staff, relationship managers, and credit staff to effectively administer the origination and processing functions of the Commercial Banking division.
Essential Job Duties:
The responsibilities of the Commercial Loan Documentation Specialist include but are not limited to:
- Prepare and review loan documents
- Load and process loans
- Quality Control – Loan Document Peer Review
- File and record original documents
- Prepare collateral releases
- Scan and archive documents
- Credit file maintenance
- Daily, weekly, monthly, and quarterly reports
- Liaison to the Bank’s loan operations staff
- Customer inquiries, audit confirmations, and compliance reporting
- Apply payments, facilitate funds transfers, process wires, etc.
The Commercial Loan Documentation Specialist will perform various other duties as assigned, maintain current knowledge of applicable laws, regulations and Bank policies and procedures related to commercial loan operations, and assist the management and compliance staff in preparing for audits and regulatory examinations.
Knowledge, Skills, and Abilities:
The CLDS is expected to have knowledge of loan documentation, and it is preferred that the CLDS have a comprehensive knowledge of the commercial loan processing function to ensure the accurate and efficient production of loan documents and performance of necessary tasks and file maintenance. Strong communication skills and ability to complete projects within a team environment is essential. Additionally, the candidate should have an up-beat and energetic attitude and a strong sense for customer service. Attention to detail and deadlines is crucial, as is the ability to prioritize and multi-task. The candidate should be proficient with email and Microsoft Word and Excel.
Training and Experience:
The ideal candidate would have experience with loan documentation software. The candidate should have experience preparing management reports. An associate's degree with 3 or more years of loan documentation preparation experience is preferred. Experience with LaserPro software is strongly preferred. However, individuals without prior loan documentation experience but significant administrative, technical, and/or process-management experience are encouraged to apply.
Equal Opportunities Statement
Hickory Point Bank & Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Salary Disclaimer
The salary range provided represents the anticipated starting pay for this position. Individual compensation is based on various factors, including but not limited to, role requirements and responsibilities, related experience, education, qualifications, and internal equity.
Benefit Package
This position is eligible for a robust benefit package. Available benefits include Health Insurance, Dental Insurance, Vision Insurance, Group Term Life Insurance, Short Term Disability, Long Term Disability, Flexible Spending Account, Health Reimbursement Account, Paid Holidays, Paid Time Off, Volunteer Time, Bereavement Time, Employee Assistance Program, 401(k) Retirement Plan.
