Commerical Loan Documentation Specialist Job at Mid Penn Bancorp Inc.
A great banking experience starts with a great team! Mid Penn Bank is now hiring a Loan Documentation Specialist. Position can be located in Harrisburg, Lancaster, Pottsville or Malvern, PA.
We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. We are committed to diversity, equity, and inclusion. People from underrepresented communities, Veterans, individuals with disabilities, and bilingual candidates are strongly encouraged to apply.
Position Overview
The Loan Documentation Specialist is responsible for performing various duties, including the preparation of commercial loan documentation related to loan settlements in accordance with all current government regulations, policies and procedures. As an integral member of the Lending team, the Loan Documentation Specialist will coordinate work within the department, as well as with other departments.
Essential Duties and Responsibilities
- Performs various duties related to the pre-closing loan process as follows:
- Ensures that all required documentation is included as identified on the checklists as a part of the post-closing review.
- Utilizes a sample verification process used for certain items requested on the pre-closing checklist; independently verifies items when the authenticity is questioned.
- Performs various duties related to the post-closing loan process as follows:
- At completion of the loan input on commercial and consumer loans, completes a post-closing audit to ensure that the loan was closed in accordance with required approval, and that all required documents were completed and required procedures were followed.
- Documents exceptions items, missing items and incomplete items identified during the post-closing review on the closed loan open item matrix by type of loan.
- Maintains closed loan list to show on time booking to Senior Management.
- Assists the immediate supervisor with various administrative tasks to support department operations, as directed; may also be assigned special projects.
- Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.
- Prepares loan documentation related to loan settlements in accordance with all current government regulations, policies and procedures.
- Perform second checks of loan documentation packages, as needed.
- Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate personnel.
- Performs tasks, which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
- Regular and predictable attendance is required.
- *Education & Qualifications
- A B.S. or B.A. degree in a related field of study preferred; specialized financial lending education and training.
- A minimum of two (2) years' experience normally required.
- Ability to travel to Harrisburg, PA for training.
Skill(s)
Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; thorough knowledge of lending principles, policies, and practices; proficient financial statement analysis skills; knowledge of current lending and compliance laws and regulations; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to finger, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills.
Equipment/Machines
- Telephone
- PC/Computer keyboard
- Printer
- Calculator
- Fax machine
- Copy machine
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Mid Penn Bank offers rewarding career opportunities, competitive wages, great incentives and benefits._
Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.
Equal Opportunity Employer–Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity
Job Type: Full-time
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