Commercial Preparation Specialist I

The purpose of this job is to prepare accurate and complete loan, security, and compliance documents and related correspondence for the complex commercial and commercial real estate loans in accordance with the application, legal and compliance requirements, and bank policy and procedures. This job requires the ability to proficiently prepare documents for one or more market areas.

Examine and interpret loan applications and other source documents for completeness and accuracy of data essential for appropriate categorization of loan transaction and document preparation
• Identify missing or incomplete information necessary to prepare loan and request needed information from lender
• Utilize image system and/or the collateral folder to obtain additional information needed in loan preparation
• Prepare loan, security, and compliance documents and related correspondence within established time frames based on application and supporting source documents by utilizing the Laser Pro automated document preparation system and Word and Excel applications
• Perform additional duties as assigned.

• High school diploma or GED required
• Display strong attention to detail skills
• Ability to effectively manage time and prioritize workload in a fast-paced environment
• Display strong communication, interpersonal and organizational skills
• Provide excellent customer service skills
• Ability to effectively use Microsoft Office and other document management type software

Preferred:

• Two-year college education
• One year work experience in a document preparation role
• Knowledge of real estate, multiple types of commercial collateral, security, and lien perfection requirements
• Knowledge of loan compliance regulations
• Knowledge of business entity structures

Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.