Commercial Loan Document Prep Specialist

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Prepare and verify loan documentation for Consumer and Commercial loans, coordinating with lenders to ensure accurate compliance, timely delivery for closing, and remote printing to designated sites. Support underwriting groups with questions, revise documents as needed, and ensure adherence to bank policies and regulatory requirements.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Reviews lender requests for new loan documentation for all Consumer or Commercial Loans offered by FirstBank. Independently determines the appropriated documents for that loan type and accurately inputs into loan software system the information required by compliance and legal regulations/guidelines. Verifies that the approval and terms are correct. Verifies Flood Certification and Appraisal addresses are correct.
•Understands the need to meet customer and lender requirements for the time frame within which the documents need to be prepared and delivered for closing. Arranges for the remote printing of completed documents to the site designated by the lender.
•Is prepared to rapidly revise documents if needed to reflect new information requested by the lender.
•Accepts telephone calls and email from lenders and any other loan related information the lender may request.
•Prepares UCC Amendments/Continuations and Subordination Agreements.

Key Requirements

•Demonstrated ability to learn complex information rapidly, i.e., loan compliance regulations and documentation requirements.
•Documentation Preparation experience is a plus.
•Proficient in Microsoft Office Suite, Outlook and other similar applications.
•Demonstrated working knowledge of loan documentation and document retention.
•Demonstrated commitment to accuracy and attention to detail. Good organizational skills.

Languages:English

Company Brief

FB Financial

FB Financial (FirstBank) is a regional bank offering consumer and commercial banking services, including deposits, lending, mortgage, and wealth management solutions to individuals and businesses across its branch footprint.

Industry: Banking

Growth: Established Company

Headquarters: Nashville, United States

Website

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FB Financial

1 month ago

Commercial Loan Document Prep Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Reviews lender requests for new loan documentation for all Consumer or Commercial Loans offered by FirstBank. Independently determines the appropriated documents for that loan type and accurately inputs into loan software system the information required by compliance and legal regulations/guidelines. Verifies that the approval and terms are correct. Verifies Flood Certification and Appraisal addresses are correct.
•Understands the need to meet customer and lender requirements for the time frame within which the documents need to be prepared and delivered for closing. Arranges for the remote printing of completed documents to the site designated by the lender.
•Is prepared to rapidly revise documents if needed to reflect new information requested by the lender.
•Accepts telephone calls and email from lenders and any other loan related information the lender may request.
•Prepares UCC Amendments/Continuations and Subordination Agreements.

Key Requirements

•Demonstrated ability to learn complex information rapidly, i.e., loan compliance regulations and documentation requirements.
•Documentation Preparation experience is a plus.
•Proficient in Microsoft Office Suite, Outlook and other similar applications.
•Demonstrated working knowledge of loan documentation and document retention.
•Demonstrated commitment to accuracy and attention to detail. Good organizational skills.

Languages:English

Company Brief

FB Financial

Industry: Banking

Growth: Established Company

Headquarters: Nashville, United States

Website