Loan Documentation Specialist
Fresno First Bank, Fresno, CA, United States
About the Role
The Loan Documentation Specialist is responsible for generating loan documentation for all types of loans including, but not limited to, commercial, commercial real estate, agricultural, and SBA. This position promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.
Essential Duties
Reviews loan documentation request and loan approvals to ensure information is complete and accurate, loans were properly approved, terms and conditions are consistent with Bank policy, federal and state regulations, and any 3rd party agency.
Obtains missing data; notifies appropriate team members of any inaccuracies or inconsistencies between the documentation request, loan approvals, Bank policy or regulations, or 3rd party agencies.
Inputs data to generate loan documents using Laser Pro, Microsoft Word, Abrigo, other platforms, or coordinates with outside legal counsel.
Prepares loan documents for specialty lending programs such as the SBA, USDA, leasing, factoring, or similar programs.
Makes sure loan documents are prepared timely and accurately consistent with loan approval, documentation request, Bank policy, banking regulations, and 3rd party agency requirements. Meets established delivery timelines for loan documents.
Saves executed loan documents to borrower file.
Works with Escrow/Title companies for clearing of funding conditions prior to releasing loan funds.
Input funding wires for approval once all conditions are satisfied and funds are requested.
Communicates Laser Pro program change recommendations to aid in efficiency and ease of use.
Embodies the TRAC Values and Critical Behaviors
(Teamwork, Relationship, Authenticity, Commitment)
as core principles, using them to guide daily interactions and decision‑making.
Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement.
Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce.
Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT responsibilities specific to the role.
Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions.
Travels up to 10%, including but not limited to attending company meetings, training sessions, and corporate events, with travel typically being regional or local based on business needs.
Requirements
High school diploma or equivalent required; bachelor’s degree preferred.
Minimum 3–5 years of related experience in preparing loan documentation using Laser Pro required.
Basic analytical and problem‑solving skills; ability to work with and interpret data.
Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required.
Intermediate understanding of loan structure and loan documentation.
Intermediate understanding of state and federal banking regulations and banking credit policies.
Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees.
Strong organizational and time management abilities with attention to detail.
Proficient
teamwork
and
relationship
skills to contribute to cross‑functional collaboration and team success.
Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs.
Commitment
to continuous learning and professional development to stay current with industry standards and best practices.
Ability to maintain
authenticity
and integrity in all professional interactions, ensuring trust and credibility with stakeholders.
Capable of managing multiple priorities and meeting deadlines in a dynamic environment.
Ability to work independently with minimal supervision and as part of a team.
Proven ability to adapt to changing priorities and procedures.
Current driver’s license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and responsibilities.
Benefits
Medical, dental, and vision coverage
Life insurance
Paid vacation
401(k) retirement plan
Training & development opportunities
Tuition reimbursement
Employee Assistance Program
Internal job postings and referral program
#J-18808-Ljbffr
Essential Duties
Reviews loan documentation request and loan approvals to ensure information is complete and accurate, loans were properly approved, terms and conditions are consistent with Bank policy, federal and state regulations, and any 3rd party agency.
Obtains missing data; notifies appropriate team members of any inaccuracies or inconsistencies between the documentation request, loan approvals, Bank policy or regulations, or 3rd party agencies.
Inputs data to generate loan documents using Laser Pro, Microsoft Word, Abrigo, other platforms, or coordinates with outside legal counsel.
Prepares loan documents for specialty lending programs such as the SBA, USDA, leasing, factoring, or similar programs.
Makes sure loan documents are prepared timely and accurately consistent with loan approval, documentation request, Bank policy, banking regulations, and 3rd party agency requirements. Meets established delivery timelines for loan documents.
Saves executed loan documents to borrower file.
Works with Escrow/Title companies for clearing of funding conditions prior to releasing loan funds.
Input funding wires for approval once all conditions are satisfied and funds are requested.
Communicates Laser Pro program change recommendations to aid in efficiency and ease of use.
Embodies the TRAC Values and Critical Behaviors
(Teamwork, Relationship, Authenticity, Commitment)
as core principles, using them to guide daily interactions and decision‑making.
Completes administrative tasks with a sense of urgency, including required Bank Compliance Training. Responds to internal and external inquiries via email, phone, or messaging platforms in a timely and professional manner. Positively represents the Bank through ethical conduct and community involvement.
Demonstrates an understanding of and commitment to EEO policies. Fosters a respectful, inclusive workplace by valuing cultural differences, preventing harassment of any kind, and supporting a diverse workforce.
Ensures adherence to all Bank policies, procedures, and processes, along with applicable state and federal laws, rules, and regulations, ensuring confidentiality and data privacy while carrying out AML/CFT responsibilities specific to the role.
Performs duties in an office or home office environment, involving tasks such as writing, typing, speaking, lifting moderate weights, and operating office equipment. The position requires physical activities like sitting, walking, and reaching. Reasonable accommodation can be made for individuals with disabilities to perform essential functions.
Travels up to 10%, including but not limited to attending company meetings, training sessions, and corporate events, with travel typically being regional or local based on business needs.
Requirements
High school diploma or equivalent required; bachelor’s degree preferred.
Minimum 3–5 years of related experience in preparing loan documentation using Laser Pro required.
Basic analytical and problem‑solving skills; ability to work with and interpret data.
Proficiency with Microsoft Office Suite (Excel, Word, Outlook) required.
Intermediate understanding of loan structure and loan documentation.
Intermediate understanding of state and federal banking regulations and banking credit policies.
Effective oral, written, and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers, vendors and employees.
Strong organizational and time management abilities with attention to detail.
Proficient
teamwork
and
relationship
skills to contribute to cross‑functional collaboration and team success.
Willingness to take on special projects and perform other duties as assigned, beyond core responsibilities, to support team and organizational needs.
Commitment
to continuous learning and professional development to stay current with industry standards and best practices.
Ability to maintain
authenticity
and integrity in all professional interactions, ensuring trust and credibility with stakeholders.
Capable of managing multiple priorities and meeting deadlines in a dynamic environment.
Ability to work independently with minimal supervision and as part of a team.
Proven ability to adapt to changing priorities and procedures.
Current driver’s license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and responsibilities.
Benefits
Medical, dental, and vision coverage
Life insurance
Paid vacation
401(k) retirement plan
Training & development opportunities
Tuition reimbursement
Employee Assistance Program
Internal job postings and referral program
#J-18808-Ljbffr