Loan Documentation Specialist I

Description

SUMMARY OF JOB:

Responsible for ensuring complete loan documentation packages are received from the lending staff and documenting all new and renewed loans, to include commercial and consumer requests, within the Laser Pro Documentation System. Support lending staff, branch personnel and loan admin staff in a professional manner to ensure quality customer service. Coordinate all applicable documentation to ensure loan files are complete and compliant per company policies and procedures. Perform all duties in accordance with Federal and State laws and regulations and internal policies and procedures.

ESSENTIAL JOB RESPONSIBILITIES:

1. Responsible for ensuring a complete loan documentation package is received from the lending staff in accordance with Federal and State laws and regulations and internal policies and procedures.
2. Responsible for documenting all new and renewed loans, to include commercial and consumer requests, within the Laser Pro Documentation System in accordance with the Federal and State laws and regulations and internal policies and procedures.
3. Ensure documentation requests are completed within the bank’s SLA’s with an error rate of less than 5%.
4. Handle branch inquiries as they relate to loan documentation.
5. Maintain current knowledge and follow all bank financial and security regulations and procedures.
6. Embody, embrace, and demonstrate InBank’s Core Values: Commitment, Innovation, Responsibility, Teamwork, Happiness, and Authenticity.
7. Other duties as assigned.  

Requirements

JOB REQUIREMENTS:

Education: High School Diploma or Equivalent

Work Experience: Preferably 1+ years of documentation preparation experience utilizing the Laser Pro Documentation System but not required.

Supervisory Experience: N/A

Licenses/Accreditations: None required

Computer Skills: Proficient with Microsoft Office Suite; 10-Key by touch is preferable

Other Requirements: Detail-oriented; decision-making capabilities. Must be able to use fingers, hands, and wrists for repetitive tasks such as typing, using a mouse, handling paper, and operating a telephone.

Preferred Skills/Experience: Strong attention to detail and accuracy; professional and courteous communication skills. Strong oral and written communication skills.

SPECIFIC DUTIES AND RESPONSIBILITIES

Customer Service: Strong emphasis on excellent internal customer service skills; ability to work effectively with both internal and external contacts. Maintains confidentiality in handling customer and bank information.

Financial: Familiarity with financial terms and practices; mathematical calculations.

Administrative Duties: N/A

Autonomy: Discretion for recognizing and minimizing risk to the bank.

Employees Supervised: N/A

Budget Responsibility: N/A

The applicant who is selected for this position will be eligible for the following compensation and benefits:

• Targeted hiring range based on experience: $27.40 - $33.65 hourly. This range is an estimate based on potential employee qualifications and other considerations permitted by law under the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules.
• Bonus Eligibility: Annual bonus based on Company Bonus Plan/Individual Performance and is at the Company Discretion.
• Benefits: Medical, Dental, Vision insurance. Disability insurance. Employee assistance program. Flexible spending account. Health savings account. Life insurance. 
• Paid Time Off: Vacation and sick leave, as well as paid Bank Holidays.
• 401(k): Company match begins with the first contribution and follows the company vesting schedule.
• Other: access to career training and development opportunities, employee discounts.
• For more about InBank and our culture, visit us here: Who We Are 

InBank is an Equal Opportunity Employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, or any other characteristic protected by applicable federal, state, or local laws.