Commercial Loan Documentation Specialist II

First Interstate BancSystem
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 4-6 yearsEducation: high_schoolSkills: ["Attention to detail","Organizational skills","Time management","Interpersonal communication","Problem solving"]

Create complete commercial loan documentation packages to ensure accuracy and compliance with approval conditions across a range of loan types, including SBA 504 and agency-guaranteed or participated loans. Review closing conditions and regulatory requirements, complete documentation workflows, and prepare documents using LaserPro plus non-system documentation when needed. Maintain loan data integrity, transfer required credit and due diligence documents to imaging systems, and support training and operational meetings under moderate supervision.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
First Interstate BancSystem
First Interstate BancSystem
2 days ago

Commercial Loan Documentation Specialist II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Create complete commercial loan documentation packages to ensure accuracy and compliance with approval conditions across a range of loan types, including SBA 504 and agency-guaranteed or participated loans. Review closing conditions and regulatory requirements, complete documentation workflows, and prepare documents using LaserPro plus non-system documentation when needed. Maintain loan data integrity, transfer required credit and due diligence documents to imaging systems, and support training and operational meetings under moderate supervision.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Review approvals and establish conditions to close, covering regulations, lending authority, lien perfection, and SBA requirements as applicable.
  • •Complete the Roadmap to validate compliance with key regulatory, policy, and procedural requirements.
  • •Create loan documents for commercial loans from basic to intermediate complexity, using LaserPro and preparing non-system-generated documents as required.
  • •Maintain loan data integrity by ensuring approved loan terms are accurately incorporated into closing packages.
  • •Transfer credit and due diligence documents to the imaging system and support training and operational/exception meetings.

Pay and Benefits

Perks:Paid LeaveChildcareWellness Stipend

Key Requirements

  • •4–6 years banking experience, training, and/or equivalent combination of education and experience.
  • •High school diploma or GED required; bachelor’s degree preferred.
  • •Intermediate understanding of credit products and documentation terminology, including lien perfection and vendor document searches.
  • •Proficiency preparing loan documents in a production environment with strong attention to detail, organization, and time management.
  • •Experience with intermediately complex commercial lending and an ability to work effectively under deadline pressure.
Experience:4-6 yearsBanking
Education:High School
Skills:Attention to detailOrganizational skillsTime managementInterpersonal communicationProblem solving
Tech Stack:LaserProMicrosoft OfficePersonal computers

Company Brief

First Interstate BancSystem
Regional bank holding company providing consumer, business, and commercial banking services through branches across the Mountain West and Pacific Northwest. Offers deposit accounts, lending, treasury management, and wealth services.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Billings, United States
Founded: 1971
WebsiteLinkedIn