Corporate Lending Document Specialist I, II, or III (Depending on Experience)

Company Description

Ent Credit Union exists to improve the financial quality of life of the people we serve. This mission drives us every day, but we are more than our mission. We're also individuals using our unique abilities to make our organization, and the communities we serve, better than they were yesterday. We're a not-for-profit that puts people above profits and actively invests in our community. Our rapidly growing team is expanding our reach to serve more people throughout Colorado. To spread our mission far and wide, we need people like you. If you're interested in a paycheck with a purpose, apply with us today. Our people make the difference, and we truly believe you are our greatest asset.

Job Description

This position provides loan documentation support to the Corporate Banking services and is responsible for generating various types of complex commercial loan documents as approved by the Corporate Loan Committee and in compliance with Ent Policies and NCUA regulations. The Loan Documentation Specialists are responsible for maintaining complete and accurate loan files in order to limit collateral risk, and assists in the monitoring of loan servicing, performance and compliance with loan terms. This position is responsible for carrying out assignments on their own initiative and exercising considerable discretion in dealing with confidential and sensitive information.

Essential Functions for level I

• Create, manage, and maintain corporate loan files (both physical and electronic). Gather and request loan documentation as required in the loan terms or as requested by the loan officer and assure files are current, complete, and up to date.
• Prepare commercial loan documents primarily using Laser Pro software, but may also include Microsoft Word, and Microsoft Excel.
• Input ticklers and covenants, as well as assist with preparation of periodic reports in Baker Hill NextGen software.
• Input & maintenance of commercial loans to Symitar. Manage and maintain applicable ticklers (to include procuring and updating collateral real estate taxes and collateral insurance ticklers).
• Scanning of loan documents into Synergy.
• Process paid loans. Verify loan record to ensure correct payoff, prepare real estate collateral release documents and UCC terminations, file releases with correct county (using Simplifile) or Secretary of State. Create and maintain / store paid loan files.
• Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Essential Functions for level II

• Prepare commercial loan documents primarily using Laser Pro software, but may also include Microsoft Word, and Microsoft Excel.
• Create, manage, and maintain corporate collateral files (both physical and electronic).  Scan loan documents into Synergy.  Gather and request loan documentation as required in the loan terms or as requested by the loan officer and ensure files are current, complete, and up to date.
• Maintenance and testing of LaserPro, NextGen and Symitar.  (Includes quality assurance testing in Symitar.)
• Input ticklers and covenants, as well as prepare periodic reports in Baker Hill NextGen software.
• Input & maintenance of commercial loans to Symitar.
• Assist in training the Corporate Lending Documentation Specialist I in commercial loan documentation.  Due to the complexity and uniqueness of these loans, this is an ongoing process.
• Assist and serve as back-up for processing paid loans.  Verify loan record to ensure correct payoff, prepare real estate collateral release documents and UCC terminations, file releases with correct county (using Simplifile) or Secretary of State.  Create and maintain / store paid loan files.
• Compose, prepare, compile, and distribute various correspondence, reports, presentations, and other documents to both internal and external audiences, using word processing, data management, and presentation software.

Essential Functions for level III

• Train and guide the Corporate Lending Documentation Specialist I and II positions in preparing and understanding commercial loan documentation.  Review all loan document packages prepared by the documentation staff.  Due to complexity and uniqueness of these loans, this is an ongoing process.

• Prepare all of the most complex commercial loan documents and Letters of Credit primarily using Laser Pro software, but may also include Microsoft Word, and Microsoft Excel.

• Create, manage, and maintain corporate loan files (both physical and electronic).  Scan loan documents into Synergy.  Gather and request loan documentation as required in the loan terms or as requested by the loan officer and ensure files are current, complete, and up