Commercial Loan Doc Processor

## Description
FIRST STATE BANK – JOB DESCRIPTION

JOB TITLE: Commercial Loan Documentation Processor

STATUS: Non-Exempt DEPARTMENT: Loan Documentation REPORTS TO: Loan Documentation

PRIMARY PURPOSE OF THE JOB

The Documentation Processor is responsible for the preparation of Commercial Loan closings.

ESSENTIAL DUTIES

• Perform initial loan file review, compile checklist, and communicate to Lender’s items

needed for pre-closing review

• Order and review title work, surveys, flood determinations, UCC’s, appraisals and any

other due diligence required to perfect the bank’s lien position

• Prepare actual closing packages in accordance with Bank approval and policy
• Review Attorney prepared loan packages to ensure they meet the banks approval and due diligence

requirements

• Scan closed loans to the loan documentation folders and ensure all requirements are met to

fund

• Fund loans and submit documentation package to loan servicing for booking
• Once loan is booked scan closing files to Director
• Maintain a work in process log
• Help maintain vault as necessary
• Create and maintain a courteous and professional relationship with co-workers while maintaining

timely and prompt daily attendance

OTHER DUTIES

• Back up post close review as necessary
• Other duties as assigned

REQUIRED EXPERIENCE/SKILLS

• Six months to one year related job experience preferred
• Experience with Laserpro preferred
• Experience with Navigator and Director preferred
• Strong written and verbal communication skills

REQUIRED EDUCATION

• High school diploma or equivalency (GED)

WORKING CONDITIONS

• Office environment with little exposure to physical hazards or conditions
• Ability to enter data into a computer and work with computer programs: Microsoft Word and

Excel

• Ability to stand and/or sit for long periods of time
• Ability to reach with hands and fingers, touching computer buttons/adding machine buttons for

extended periods of time

• Ability to use fingers and hands to answer telephone repeatedly

WHAT CAN WE OFFER YOU

• Working with an energetic team focused on making our customers financially successful!
• An opportunity to grow your career and do amazing things!
• Collaborative and energetic work environment
• Incentive program based on performance
• Paid Time Off (PTO) and Paid Holidays for Full Time/Part Time Employees
• Paid time to support your community!
• Health, Dental, Vision (Full Time)
• 401K match and Life Insurance (Full Time/Part Time Employees)
• Educational Assistance Program (Full Time/Part Time Employees)
• Employee Assistance Program

• Employees are expected to comply with all laws, regulations, bank policies and procedures,
• including specifically First State Bank’s Bank Secrecy Act and Anti-Money Laundering Policy and
• procedures, and it’s Customer Identification Program. Failure to comply with either the letter
• and/or spirit of these laws may result in disciplinary action, up to an including termination.
• This job description does not list all the duties of the job. You may be asked by supervisors or
• managers to perform other instructions and duties. You will be evaluated in part based on your
• performance of the tasks listed in this job description.
• Management has the right to revise this job description at any time. The job description is not a
• contract for employment, and either you or the employer may terminate employment at any time, for
• any reason.