Documentation Specialist - Business Express

Position Requirements

Candidates should possess 3 years of related experience in financial services to be considered. In lieu of 3 years, will also consider a bachelor’s degree plus 1+ year of experience in financial services.

• Excellent interpersonal, written and oral communication skills are required.
  Ability to make sound decisions and produce great work under general or limited supervision. 


• Proficient PC skills including MS Word, MS Excel, and programs used to generate loan documents.


• Ability to adjust priorities to changing circumstances and maintain quality in fast paced atmosphere.


• Great organization skills, very detail oriented.


• Other duties as assigned.

Preferred Qualifications: 

• Working knowledge of commercial lending policies.


• Working knowledge of the more complex commercial style transactions


• Working knowledge of credit agreement covenants, loan documentation in multiple states, UCC, ECOA, HMDA, Beneficial Ownership, Fair Credit Reporting Act, and other federal and state regulations.