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FI
Commercial Loan Document Prep Specialist
FirstBankUnited Statesfull_timeVerifiedPosted 17 Jun 2026
About the role
Summary:
Supports all financial centers and underwriting groups by preparing loan documentation to be used for new loan granting and loan servicing. Arranges for the remote printing of documentation to the designated site. Assists lender with questions regarding loan origination documentation.
Essential Duties and Responsibilities:
- Reviews lender requests for new loan documentation for all Consumer or Commercial Loans offered by FirstBank. Independently determines the appropriated documents for that loan type and accurately inputs into loan software system the information required by compliance and legal regulations/guidelines. Verifies that the approval and terms are correct. Verifies Flood Certification and Appraisal addresses are correct
- Understands the need to meet customer and lender requirements for the time frame within which the documents need to be prepared and delivered for closing. Arranges for the remote printing of completed documents to the site designated by the lender
- Is prepared to rapidly revise documents if needed to reflect new information requested by the lender
- Accepts telephone calls and email from lenders and any other loan related information the lender may request
- Prepares UCC Amendments/Continuations and Subordination Agreements
- Understands and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
Qualifications:
Education and/or Experience:
Education and/or Experience:
- Demonstrated ability to learn complex information rapidly, i.e., loan compliance regulations and documentation requirements
- Documentation Preparation experience is a plus
- Proficient in Microsoft Office Suite, Outlook and other similar applications
- Demonstrated working knowledge of loan documentation and document retention
- Demonstrated commitment to accuracy and attention to detail. Good organizational skills
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