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Commercial Loan Document Prep Specialist
Job Objective: Responsible for the preparation of all required paperwork necessary for the compliant and efficient closing of commercial loans.
Essential Functions: Prepares all required documents to properly close a loan as approved by lenders. Deliver the closing package to the designated party for signatures. Reviews executed loan documents prior to delivery to insure accurate and compliant documents have been created. Works closely with Lenders and their support staff. Prepares closing instructions and other documentation that may be necessary. Orders required documentation in order to adhere to regulations, compliance rules and loan policy. Reviews and complies final closed loan package and prepares and signs off on document checklist. Prepare wires reconciliations for loan fundings. Ensures the accurate HMDA information is entered into loan systems when required.
StellarOne in Action: Supports and practices StellarOne Core Values of Excellence, Partnership and Service and follows StellarOne in Action protocol.
Compliance: Performs assigned responsibilities in compliance with all job-relevant legal and regulatory requirements. Ø Maintains current operating knowledge of all job-relevant legal and regulatory requirements through the successful completion of mandatory compliance and regulatory training and attendance at all mandatory regulatory compliance activities.
Non-Essential Functions: Performs other duties that may be assigned.
Education, Skills and Experience Required Desired: A minimum of five years banking experience with lending and/or loan operations and/or compliance areas. Excellent organizational, telephone etiquette, customer service and interpersonal skills. Ability to work effectively in a fast-paced environment with multiple deadlines. Excellent communication skills, both verbal and written. Ability to work accurately with detailed information. PC proficiency with working knowledge of Work and Excel. Ability to work independently with a minimum of supervision.
Physical Demands: The physical demands here are representative of those that must be met by an associated to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. The associate is regularly required to stand, walk, bend, stoop and reach and is frequently required to finger association to handle or feel objects.
Work Environment: The work characteristics described here are representative of those an associate encounters while performing the essential functions of this job. The work environment is a typical office setting and does not have any extreme conditions.
This job description may be added to, modified, streamlined and/or changed at any time to meet the organization’s needs.
