Loan Documentation Specialist - Booking Loans

Full job description
Job Description
The Loan Documentation Specialist is responsible for booking loans, performing loan maintenance, and balancing specific general ledger and fee accounts. He/she provides clerical support for all lending activities and provides high quality and professional service to lending personnel.

Qualifications

Must be at least 18 years old
High school diploma or GED required
Experience helpful, particularly in a financial environment
Basic knowledge of commercial and consumer loan services and procedures preferred
Familiarity with general loan documentation helpful
Accurate and attentive to detail
Well organized
Good typing skills
Willing and able to help others
Able to use a computer, adding machine, copy machine, and basic business equipment
Able to get along well with coworkers

Responsibilities

Handle all loans that are paid off; researches loans to verifiy collateral is not cross-collateralized with other loans; requests approval from the lender to release collateral; and releases vehicle titles, UCC filings, and Deeds of Trust when applicable
Amends UCC filings that have come up for continuation, verifies with lender that filings need to be updated, and tracks all filings to the Premier system
Reviews denials for completeness and verifies that denials are processed following the Bank policies and procedures
Completes all loan non-posted items and, if unable to resolve in the department, communicates with the branches so they can determine the resolution
Balances the following general ledger accounts and clears them when applicable: branch clearings, department transit account, and all fees in process
Assists in balancing the credit life general ledger accounts
Ensures that customers' requests and questions are promptly resolved
Maintains and projects the Bank's professional reputation
Promotes D.L. Evans Bank at all times
Serves as a representative for D.L. Evans Bank in the community
Completes special projects as assigned
Company Description
D.L. Evans Bank is a community bank and has been since 1904. For many years, we have provided premier banking services to the residents of Southern Idaho and Northern Utah while fostering a working environment for our employees dedicated to teamwork and excellent customer service. If you are a dynamic and customer-driven individual, whether an experienced banker or just beginning your career, we encourage you to continue with this applicant friendly, online job application!

D.L. Evans Bank is an Equal Opportunity Employer (EOE/AA/W/M/Vets/Disabled). VEVRAA Federal Contractor.

Benefits
Medical Insurance
Dental Insurance
Vision Insurance
FSA
401(k)
Employee Stock Ownership Plan
Paid Vacation
Sick Time
Life Insurance
Long-term Disability Insurance Read more