Commercial Loan Documentation Specialist

Commercial Loan Documentation Specialist

At CFB, our culture is built on servant leadership, connection, integrity, and growth. We lead by putting people first, supporting our employees, serving our communities. Collaboration and innovation drive us forward, while our deep community roots remind us that what we do makes a difference beyond the bank. We invest in the development of our people, celebrate diverse perspectives, and create opportunities to learn, grow, and lead. When you join CFB, you're not just building a career, you're becoming part of a team that is shaping the future of community banking.

Benefits : Health, Dental, Vision Insurance, Bank Paid Life Insurance, Paid Short-Term & Long-Term Disability, Generous Matching 401(k) Retirement Plan, 3 Weeks of Paid Time Off (Immediate Accrual), Access to Earned Wages, Wellness Program, Competitive Salary, Tuition Reimbursement, Mentorship Program, Paid Holidays and 3 Float Days, Maternity / Paternity Paid Leave, Annual Bonus Eligibility, Community Service Projects

Job Location : Howard County (Main Office)

Job Description

Objective : The Commercial / Consumer Loan Documentation Specialist acts as the support for multiple Commercial / Consumer Loan officers. Performs various support duties such as boarding all new and renewed loans to the core system.

Classification : This is a Full-Time Non-Exempt Position and reports to the Commercial Loan Documentation Supervisor.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Validate and interpret commercial / consumer loan documentation in order to determine loan boarding requirements.
• Core system input of required fields for new and renewal loans.
• Process and balance on-line loan related transactions.
• Assist with set up of loan exception items.
• Assist with quality and post audit reviews.
• Review and recommend new methods & procedures to make daily operations more efficient.
• Evaluate whether commercial / consumer loan requests adhere to bank policies and procedures. Provide core system support and testing as needed.
• Assist commercial / consumer loan officers with preparation and closing of new and renewal loans.
• Manage the workflow process to ensure loan requests move efficiently through all stages.
• Prepares and reviews all account documentation related to commercial / consumer accounts.
• Demonstrate proficiency with application software programs.
• Utilize various computer programs to prepare loan documents and manage ongoing loan servicing.
• Manage time effectively, prioritize work appropriately and consistently meet deadlines.
• Ensure accuracy of all account information and documentation.
• Informs manager of any documentation issues, including missing documentation and the need for follow-up.

Protect the Bank and customers by maintaining a high level of security awareness.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Competencies

Education and Qualifications

CFB provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.