Loan Documentation Specialist
United States || 168 Days Ago
Category :Vacant
Country :United States
Wheatland Bank
publish date :2024-07-10
Description
«out The Role POSITION SUMMARY: The Loan Documentation Specialist is responsible for reviewing loan applications, credit approvals and other source documents to produce loan documents for commercial and consumer loans. PRINCIPAL RESPONSIBLITES AND DUTIES: Responsible for accurate and timely creation of Commercial and Consumer Loan Documentation. Communicates missing items effectively to loan staff. Keeps apprised of software changes and additional functionality enhancements. Review Credit Authorization for proper approval and to discern type of loan. Review loan codes to determine accurate reporting. Review supporting documentation to determine we are in receipt of all required information to include compliance with relevant loan regulations. Prepare required loan documents for commercial and consumer loans using LaserPro software. Deliver loan documents to lenders and processors for closing. Determine HMDA/CRA status for new, renewed, or refinanced loans for accurate reporting purposes. Interact with Lending staff to provide expertise with documenting and perfecting collateral. Interact with other team members in the department to share information and to ensure an efficient and streamlined process of the workflow. Update and maintain data in loan operating systems as needed Assign loan numbers for new loan accounts. Performs additional duties including, but not limited to the following: indexing and cataloging of all documentation associated with loans into the Bank’s Director documentation imaging software, maintaining a consistent order. Provides assistance to Loan Staff in the location of documents as needed. . Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. ADDITIONAL RESPONSIBILITIES: Adhere to Wheatland Bank Core Values Keep management informed of area activities and any significant problems Provide exceptional customer service to all customers, both internal and external. Represent Wheatland Bank in a Professional fashion to include; professional image, confidentiality, regular and consistent attendance, punctual. Regular and predictable attendance is an essential function of this job. POSITION CONTACT: Daily contact with Loan Processor Supervisor, Loan Processors and other administrative and executive staff About You EXPERIENCE, EDUCATION, AND SKILLS: High School diploma required A minimum of 2 years banking experience preferred Proficient knowledge of LaserPro document generation software preferred. Proficient knowledge of Microsoft Office, Word and Excel required . Knowledge of Jack Henry Silverlake/Xperience and Laser Pro platforms preferred. Ability to apply logical or critical thinking to define problems, collect data, establish facts, and draw conclusions. Able to interpret a variety of technical instructions and can deal with multiple variables. Proficiency in Microsoft Excel and Word, strong typing, word processing and 10-key skills. Ability to create spreadsheets, write formulas, and manipulate data required Capable of prioritizing and managing several projects at a time to meet expected deadlines with minimum amount of direction Strong organizational and time management skills Ability to relate to others and relay information in a clear, precise manner Ability to take ownership of assigned responsibilities, including follow-through to ensure timely completion Motivation to anticipate future needs of internal customers and management of Director WORK ENVIRONMENT: Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation. Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes. What We Offer COMPENSATION & BENEFITS: Salary is dependent upon relevant experience. We offer an extensive benefits package that includes, but is not limited to, flexible health coverage options: medical/dental/vision (partially employer paid with competitive premiums), health rewards program, possible employer contribution to a Health Savings Account, Employee Assistance Program (EAP); life insurance; 401K retirement plan with immediate vesting (up to 3% employer match, 3% automatic employer contribution, and profit sharing); discounted banking products and services; paid vacation/sick days, and paid holidays. COMPANY OVERVIEW: At Glacier Bancorp, our employees are our most valuable asset. We seek qualified individuals who enjoy people, are innovative and eager to learn. We are dedicated to providing opportunities for personal advancement and professional growth by investing in the tools and training needed to build a personalized career path for you. Glacier Bancorp, Inc. is a regional bank holding company headquartered in Kalispell, Montana with assets greater than $11 billion, operating in 15 bank divisions across 7 states (Montana, Idaho, Utah, Washington, Wyoming, Colorado and Arizona). We pursue a community banking philosophy, emphasizing personalized service combined with the full resources of a large banking organization. Over the years, Glacier Bancorp has received numerous awards for stability and soundness, and has repeatedly ranked among the top 10% in the nation for financial strength. We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws. Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US. No Recruiters or unsolicited agency referrals please.
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