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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Consumer and Commercial Loan Documentation, ensuring compliance with regulatory requirements and bank policies. Proficient in document preparation and collaboration with various stakeholders to maintain service level standards.
Highest-signal resume keywords
Consumer Loan DocumentationCommercial Loan DocumentationRegulatory ComplianceLaser ProMicrosoft Office Software
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan Document PreparationLoan Approval EvaluationCollateral Coverage AnalysisDocumentation Parameters DeterminationSupporting Documentation Review
Soft Skills
Strong Communication SkillsProblem-Solving AbilityAttention to DetailAbility to Multi-TaskTime Management
Tools & Technologies
Laser ProProprietary Banking SystemsWorkflow System
Industry Keywords
CDDOFACUSA Patriot ActRegulations BRegulations ORegulations URegulations ZBeneficial Ownership
About the role
Key responsibilities & impact- Prepare consumer and commercial loan documents in accordance with loan approval, bank policy and regulatory requirements
- Evaluate and analyze loan approvals and supporting documentation to determine required loan documents
- Ensure legality, proper lien position and collateral coverage
- Review deal submissions and supporting documentation in the bank’s proprietary workflow system
- Determine documentation parameters and required contents of final loan packages for closing
- Collaborate with Loan Coordinators, Relationship/Portfolio Managers and Credit associates on deal structure and supporting documentation
- Obtain additional items needed to prepare documents and perfect the bank’s security interest
- Confirm supporting documents adhere to Bank policies, including CDD, OFAC and USA Patriot Act requirements, and Regulations B, O, U and Z
- Verify Beneficial Ownership
- Use Laser Pro for document preparation, the bank’s core system for research and the workflow system for queue assignment and deal flow
- Meet and maintain Service Level Standards, assigned metrics and individual accountability measures
Requirements
What you’ll need- Strong oral and written communication skills
- Extensive knowledge of Consumer and Commercial Loan Documentation parameters
- Understanding of regulatory requirements for consumer and commercial loans
- Ability to multi-task and work independently and as part of a team
- Ability to perform duties under frequent time pressures and prioritize
- Ability to complete work with frequent interruptions
- Problem-solving ability and exceptional judgment
- Continual attention to detail in composing and proofing materials, establishing priorities and meeting deadlines
- Associate degree in business, Finance, Accounting, Economics or relevant discipline preferred; equivalent years of relevant work experience may be considered in lieu of a degree
- 0–2 years' experience in loan documentation or loan collateral review/audit role preferred
- Proficient knowledge of Microsoft Office Software and Laser Pro
- Ability to master other proprietary banking systems
Benefits
Comp & perks- Bonus or incentives based on company and individual performance may be available
- 401(k) match
- Profit sharing
- Employee stock purchase plan
- Paid time off
- Medical insurance
- Dental insurance
- Vision insurance
- Company-paid life insurance
- Long-term disability insurance
- Supplemental voluntary life insurance
- Short-term disability insurance
- Long-term disability insurance
- Wellness incentives
- Employee assistance program
- Pre-tax health savings accounts
- Flexible spending accounts