Commercial Documentation Specialist – Evansville, IN

Department: Commercial Lending

Job Status: Full Time

FLSA Status: Non-Exempt

Work Schedule: Monday – Friday, 8a-5p

Location: Evansville, IN

Reports To: Manager, Commercial Loan Administration

Amount of Travel Required: As Needed

Positions Supervised: None

Position Summary

Provides support to Commercial loan officers through a variety of clerical functions.  Prepares and processes Commercial loan request documents, provides some support to Retail loan officers, and prepares reports for use in upper management.   This position has no lending authority required.

Essential Functions

Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s)

  • Prepares documents relating to new loans/renewals/modifications on Commercial loans and modifications on Retail loans
  • Conveys maintenance requests to the Loan Servicing department, including force-placed insurance
  • Quotes payoffs for Commercial Loans
  • Processes Adverse Action documentation
  • Prepares/mails financial request letters and processes financial documents upon receipt
  • Monitor the Commercial Funding GL Account
  • Processes line of credit advances and account transfers involving Commercial Loans
  • Pulls credit reports on Commercial loans as requested
  • Orders Appraisals for Commercial and Retail loans as requested
  • Orders Title Work and Flood Searches for Commercial loans as requested.
  • Files collateral liens with appropriate recording entity
  • Maintains the Approved Appraiser documentation and list
  • Ensures all required information is received before providing loan documentation
  • Prepares and provides Funding and Booking Packages to Loan Servicing
  • Processes Commercial Paid loans
  • Saves, scans, and indexes documents for closing packages and all other documentation on Commercial Loans to the imaging system
  • Maintains organization in the Commercial loan vault
  • Orders supplies for Retail and Commercial Loan Departments
  • Mails notices and statements for Commercial loans
  • Updates ticklers on core system
  • Prepares reports for Accounting and management
  • Fulfills all training programs required by Supervisor and/or Compliance Officer
  • Maintains confidentiality to ensure client privacy and protect both the customer and the bank
  • Assists customers and co-workers with problems, requests, and researches account problems concerning Commercial Loans
  • Answers telephone as needed and directs calls to the appropriate staff
  • Complies with various federal & state rules and regulations associated with Commercial Loans
  • Presents a neat and professional personal appearance
  • Performs other duties as assigned

Position Qualifications

Education: Associates Degree preferred, High-school Diploma or GED required

Experience: Two years related experience;

  • Knowledge of or ability to learn regulatory and compliance requirements for commercial lending
  • Knowledge of commercial loan documentation and funding
  • 2+ years of loan documentation experience
  • Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records.

Computer Skills: Microsoft Office