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Commercial Loan Documentation Specialist

Civista Bank, Willard, OH, United States


Position Purpose: As a Commercial Loan Documentation Specialist, you will play a pivotal role in preparing documentation for various loan requests and trade products at Civista Bank. Your attention to detail will ensure compliance with bank policies, safeguarding the bank against potential risks. You will manage legal documentation and maintain comprehensive records to uphold privacy, reporting, and audit standards. Key Accountabilities, Responsibilities and Expectations: Produce and prepare complete and accurate loan documentation in line with bank policies. Adhere to all FDIC regulations and relevant banking standards. Maintain communication with the Lending team to clarify requirements and provide timely status updates. Identify document options and advise lenders accordingly. Submit completed documentation for Quality Control review. Coordinate closing schedules with title companies, attorneys, and Lending team members. Execute loan fund disbursements and data entry accurately. Assist with additional loan operations duties as requested. Qualifications, Knowledge and Skills: 3-5 years of experience in loan processing for various products including SBA, SWAP, Commercial, Lines of Credit, and Construction. Experience in clerical, documentation, legal, or business roles is preferred. High school diploma or equivalent required; a two-year degree or higher is preferred. Strong understanding of banking operations related to loan products and services. Knowledge of commercial, construction, real estate, and consumer loan processing. Familiarity with state and federal lending laws and compliance regulations. Exceptional data entry skills and proficiency in PC applications such as Excel, Word, and PowerPoint. Strong multitasking, time management, and organizational skills. Excellent communication skills with a focus on teamwork. High level of confidentiality is essential. Able to work under deadlines and manage interruptions effectively. Physical Requirements: Position may require prolonged periods of screen time and sitting, with occasional lifting of files up to 20 pounds. Ability to maintain focus and concentration in a dynamic work environment. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities for this role and management reserves the right to assign additional duties as necessary.