About the job
Join our dynamic team as a Corporate Lending Document Specialist I, where you will play a crucial role in supporting our Corporate Banking services. In this position, you will be responsible for creating and managing various complex commercial loan documents, ensuring compliance with policies and regulations set by the Corporate Loan Committee and NCUA. As a Loan Documentation Specialist, you will maintain comprehensive and accurate loan files aimed at minimizing collateral risk while monitoring loan servicing and compliance with terms.
Your ability to work independently and manage confidential information with discretion will be essential in this role. If you are detail-oriented, motivated, and seek to contribute to a collaborative environment, we would love to hear from you!
Key Responsibilities
- Develop and oversee corporate loan files in both physical and electronic formats, ensuring they are complete and up-to-date.
- Utilize Laser Pro software to prepare commercial loan documents, alongside Microsoft Word and Excel as needed.
- Assist in the input of ticklers and covenants and help prepare periodic reports using Baker Hill NextGen software.
- Manage the input and maintenance of commercial loans in Symitar, including the management of applicable ticklers.
- Digitally archive loan documents into Synergy.
- Process paid loans, confirming the accuracy of loan records, preparing real estate collateral release documents, and filing necessary releases correctly.
- Adhere to the Bank Secrecy Act by following all relevant policies and procedures.

