Commercial Loan Document Specialist
Wilson Bank & Trust, Lebanon, TN, United States
Location: Lebanon, TN
If you’re looking for a career where purpose meets opportunity, and where your contributions truly make a difference, Wilson Bank & Trust is the place for you.
About Us Working at Wilson Bank & Trust means joining a purpose-driven organization where community impact and professional growth go hand in hand. The commitment to serving communities is matched by dedication to supporting employees—through recognition, rewards, and opportunities to grow. Inside our walls, you’ll find a workplace that reflects the same trusted reputation we’ve built since the beginning. Collaboration and servant leadership are at the heart of everything we do, creating an environment where talent is valued and service is elevated. Your voice matters here—feedback drives decisions on workplace flexibility, transparency, and strategic priorities.
About The Position The Connective Force
Picture yourself as the lifeblood that ties everything together—the communicator, the problem-solver, the bridge between operational teams. In these roles, you handle urgent calls, craft solutions, and ensure that every signal flows correctly so customers receive the right answers at the right time. You’re the one who steps in when things get tough, the superhero who keeps the mission on track. If you love variety, collaboration, and the occasional customer interaction, this is your stage. You’ll work across teams, solve challenges with a smile, and make sure the entire organization moves as one.
Position Summary The Commercial Loan Document Specialist II is responsible for preparing commercial loan documentation, coordinating with third-party vendors for appraisals, flood certifications, and title searches and facilitating the funding of loan proceeds. This position maintains communication with internal teams, processors, and vendors to provide accurate and timely delivery of required documentation and verifies compliance with internal procedures, banking regulations, and audit standards. The Commercial Loan Document Specialist II reports to the Commercial Loan Development Manager and provides excellent service and support while demonstrating the Company’s values and supporting the mission.
Position Duties And Responsibilities
Prepare loan documentation and coordinate with third-party vendors to order and track appraisals, flood certifications, and title searches
Maintain communication with internal teams, processors, and vendors to ensure timely delivery and accuracy of all required documentation
Verify loan documentation is compliant with credit approval, internal procedures and regulatory requirements
Confirm pre-funding requirements are satisfied prior to loan closing
Identify and address documentation or funding discrepancies prior to closing. Facilitate funding management including disbursement instructions, wire transfers, and post-funding documentation
Categorize and file documents electronically
Review vendor reports and certificates for completeness and alignment with loan policy
Identify and assist with implementation of process improvements enhancing accuracy and efficiency of the department
Assist with special projects
Cross train with members of Commercial Loan Development to develop additional knowledge and skills
Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks and participating in professional associations
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Attend training as requested
Perform other duties as assigned
Required Qualifications
High school diploma or GED
3 years of experience in commercial lending including loan processing, documentation, and funding
Experience with C&I or construction lending documentation preferred
Knowledge of compliance requirements related to commercial lending
Knowledge of loan documentation requirements, lien perfection, and collateral verification
Experience with process for utilizing third-party vendors including appraisers, title companies, and flood certification providers
Strong understanding of commercial loan structures and funding protocols
Proficient in Microsoft Office and loan processing systems
Experience with Windows based file management (Desktop, saving, moving of files)
Attention to detail, critical thinker and problem-solving skills
High standards for integrity, honesty, professionalism, and work ethic
Commitment to service excellence
Ability to work independently while demonstrating excellent organization and follow through
Demonstrate flexible and efficient time management and ability to prioritize workload and meet deadlines in a fast-paced environment
Ability and willingness to work with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self-starter with a strong desire to exceed expectations and capable of supporting a team
Maintain confidentiality discretion
Ability to interact with customers and employees in a friendly and professional manner
Ability to effectively work in collaboration with others to achieve business objectives
Participate in outside community activities as required working extended hours as needed
Willing to grow and be challenged
Comprehensive Benefits & Recognition We believe success should be acknowledged and celebrated. That’s why we offer an all-inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay, and more. Our Employee Assistance Program and Employee Care Fund provide additional support when you need it most. We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees’ contributions are recognized companywide.
GROW WITH US “Grow With Us” is more than a slogan—it’s an invitation. Whether partnering with local schools to teach the next generation hands‑on financial life lessons through School Bank, exploring diverse career paths through Banker Academy Program, or investing in yourself through our Employee Stock Purchase program, you’ll find opportunities tailored to your interests and ambitions while working for WBT. We invest heavily in development through mentorships, workshops, banking schools, and certifications because when our people grow, our customers thrive.
#J-18808-Ljbffr
If you’re looking for a career where purpose meets opportunity, and where your contributions truly make a difference, Wilson Bank & Trust is the place for you.
About Us Working at Wilson Bank & Trust means joining a purpose-driven organization where community impact and professional growth go hand in hand. The commitment to serving communities is matched by dedication to supporting employees—through recognition, rewards, and opportunities to grow. Inside our walls, you’ll find a workplace that reflects the same trusted reputation we’ve built since the beginning. Collaboration and servant leadership are at the heart of everything we do, creating an environment where talent is valued and service is elevated. Your voice matters here—feedback drives decisions on workplace flexibility, transparency, and strategic priorities.
About The Position The Connective Force
Picture yourself as the lifeblood that ties everything together—the communicator, the problem-solver, the bridge between operational teams. In these roles, you handle urgent calls, craft solutions, and ensure that every signal flows correctly so customers receive the right answers at the right time. You’re the one who steps in when things get tough, the superhero who keeps the mission on track. If you love variety, collaboration, and the occasional customer interaction, this is your stage. You’ll work across teams, solve challenges with a smile, and make sure the entire organization moves as one.
Position Summary The Commercial Loan Document Specialist II is responsible for preparing commercial loan documentation, coordinating with third-party vendors for appraisals, flood certifications, and title searches and facilitating the funding of loan proceeds. This position maintains communication with internal teams, processors, and vendors to provide accurate and timely delivery of required documentation and verifies compliance with internal procedures, banking regulations, and audit standards. The Commercial Loan Document Specialist II reports to the Commercial Loan Development Manager and provides excellent service and support while demonstrating the Company’s values and supporting the mission.
Position Duties And Responsibilities
Prepare loan documentation and coordinate with third-party vendors to order and track appraisals, flood certifications, and title searches
Maintain communication with internal teams, processors, and vendors to ensure timely delivery and accuracy of all required documentation
Verify loan documentation is compliant with credit approval, internal procedures and regulatory requirements
Confirm pre-funding requirements are satisfied prior to loan closing
Identify and address documentation or funding discrepancies prior to closing. Facilitate funding management including disbursement instructions, wire transfers, and post-funding documentation
Categorize and file documents electronically
Review vendor reports and certificates for completeness and alignment with loan policy
Identify and assist with implementation of process improvements enhancing accuracy and efficiency of the department
Assist with special projects
Cross train with members of Commercial Loan Development to develop additional knowledge and skills
Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks and participating in professional associations
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Attend training as requested
Perform other duties as assigned
Required Qualifications
High school diploma or GED
3 years of experience in commercial lending including loan processing, documentation, and funding
Experience with C&I or construction lending documentation preferred
Knowledge of compliance requirements related to commercial lending
Knowledge of loan documentation requirements, lien perfection, and collateral verification
Experience with process for utilizing third-party vendors including appraisers, title companies, and flood certification providers
Strong understanding of commercial loan structures and funding protocols
Proficient in Microsoft Office and loan processing systems
Experience with Windows based file management (Desktop, saving, moving of files)
Attention to detail, critical thinker and problem-solving skills
High standards for integrity, honesty, professionalism, and work ethic
Commitment to service excellence
Ability to work independently while demonstrating excellent organization and follow through
Demonstrate flexible and efficient time management and ability to prioritize workload and meet deadlines in a fast-paced environment
Ability and willingness to work with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self-starter with a strong desire to exceed expectations and capable of supporting a team
Maintain confidentiality discretion
Ability to interact with customers and employees in a friendly and professional manner
Ability to effectively work in collaboration with others to achieve business objectives
Participate in outside community activities as required working extended hours as needed
Willing to grow and be challenged
Comprehensive Benefits & Recognition We believe success should be acknowledged and celebrated. That’s why we offer an all-inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay, and more. Our Employee Assistance Program and Employee Care Fund provide additional support when you need it most. We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees’ contributions are recognized companywide.
GROW WITH US “Grow With Us” is more than a slogan—it’s an invitation. Whether partnering with local schools to teach the next generation hands‑on financial life lessons through School Bank, exploring diverse career paths through Banker Academy Program, or investing in yourself through our Employee Stock Purchase program, you’ll find opportunities tailored to your interests and ambitions while working for WBT. We invest heavily in development through mentorships, workshops, banking schools, and certifications because when our people grow, our customers thrive.
#J-18808-Ljbffr