Commercial Loan Documentation Preparation Specialist
Sunflower Bank, N.A., Plano, TX, United States
Commercial Loan Documentation Preparation Specialist
Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full-time position of Commercial Loan Documentation Preparation Specialist.
The Commercial Loan Documentation Preparation Specialist position is responsible for activities related to document preparation and review of required information necessary for commercial lending transactions including new loans and/or modifications of existing credit facilities with varying levels of complexity. This position is responsible for accurately performing pre-closing and post-closing duties related to complex commercial loan documentation and operations in a multi-state environment.
Responsibilities
Prepare commercial loan documentation with an emphasis on operational excellence.
Perform document review to ensure accuracy and completeness of all transactions by conducting a self-review of work completed to ensure accuracy of loan package.
Obtain and review all pertinent information required to document loans for delivery to lender prior to the requested time.
Proactively identify issues that could potentially delay or prevent closings, notify the appropriate parties and work to resolve issues efficiently.
Review LaserPro and attorney prepared documents prior to booking and funding to ensure loan stipulations on the Loan Approval and Credit Memorandum are met.
Maintain knowledge of all aspects of commercial loan documentation, understanding legal entities and loan documents such as Notes, Security Instruments, Loan Agreements etc.
Work independently and prioritize a high volume of work.
Review loan risks and competing security interests by examining UCC records.
Maintain knowledge of regulatory requirements.
Maintain knowledge of current loan policies.
Education / Experience Preferred
Minimum of 6 years of banking experience with a minimum of 4 years in a commercial lending environment
Prior experience in creating commercial loan documentation with the use of LaserPro strongly preferred
Detail oriented to ensure accuracy of each loan
Personal understanding of entity documents for all types of borrowing entities
Previous experience with regulatory compliance items for both consumer and commercial loans
Thorough understanding of complex loan and security documentation, including the requirements of all types of lien perfection
Ability to work quickly and independently in a fast-paced environment Perform assigned tasks within the established Service Levels
Maintain personal performance within the established thresholds
Excellent oral and written communication skills
Ability to develop and maintain working relationships with peers, co-workers and other bank employees, building trust and mutual respect
Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.
Benefits
401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more associate perks & incentives!
Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
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The Commercial Loan Documentation Preparation Specialist position is responsible for activities related to document preparation and review of required information necessary for commercial lending transactions including new loans and/or modifications of existing credit facilities with varying levels of complexity. This position is responsible for accurately performing pre-closing and post-closing duties related to complex commercial loan documentation and operations in a multi-state environment.
Responsibilities
Prepare commercial loan documentation with an emphasis on operational excellence.
Perform document review to ensure accuracy and completeness of all transactions by conducting a self-review of work completed to ensure accuracy of loan package.
Obtain and review all pertinent information required to document loans for delivery to lender prior to the requested time.
Proactively identify issues that could potentially delay or prevent closings, notify the appropriate parties and work to resolve issues efficiently.
Review LaserPro and attorney prepared documents prior to booking and funding to ensure loan stipulations on the Loan Approval and Credit Memorandum are met.
Maintain knowledge of all aspects of commercial loan documentation, understanding legal entities and loan documents such as Notes, Security Instruments, Loan Agreements etc.
Work independently and prioritize a high volume of work.
Review loan risks and competing security interests by examining UCC records.
Maintain knowledge of regulatory requirements.
Maintain knowledge of current loan policies.
Education / Experience Preferred
Minimum of 6 years of banking experience with a minimum of 4 years in a commercial lending environment
Prior experience in creating commercial loan documentation with the use of LaserPro strongly preferred
Detail oriented to ensure accuracy of each loan
Personal understanding of entity documents for all types of borrowing entities
Previous experience with regulatory compliance items for both consumer and commercial loans
Thorough understanding of complex loan and security documentation, including the requirements of all types of lien perfection
Ability to work quickly and independently in a fast-paced environment Perform assigned tasks within the established Service Levels
Maintain personal performance within the established thresholds
Excellent oral and written communication skills
Ability to develop and maintain working relationships with peers, co-workers and other bank employees, building trust and mutual respect
Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.
Benefits
401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more associate perks & incentives!
Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
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