Careers

Handling the entire documentation workflow on commercial loans (including real estate) from initial disclosure through closing and correspondence with all parties involved. Additionally, responsible for the preparation of other commercial loan documents, payment extensions, and loan renewal/modifications agreement.  Will also be responsible for the booking of loans into the core system (Jack Henry) after the loan documents have been executed. 

• High school education or equivalent is required.
• At least one year of work experience in the banking or credit union industry.
• Excellent interpersonal and communications skills are required.
• Must demonstrate a high level of attention to detail, inductive reasoning and high accuracy using computer systems to enter large volume of complex information is required.
• Able to function effectively at a high volume, in a time sensitive environment is required.
• Must be self-educating and able to work with little direct supervision is required.
• Extensive complex Commercial and Commercial RE documentation and closeout workflow experience, including interim construction and land development is preferred.
• Previous commercial loan experience is also preferred.
• Experience in using automated document preparation software is preferred.
• Provide loan research for lenders when called upon.
• Balances various accounts.
• Keying daily work received from the branches
• A working knowledge of loan documents and disclosures insuring prior to loan closing that loan documentation is accurately prepared. Additionally, order title work and appraisals.  

The documentation Specialist role is within our Loan Administration group and is primarily responsible for preparing personal preliminary disclosures, including Loan Estimates and Closing Disclosures, and ensuring loans comply with internal bank policies and comply with federal and state regulations.

• High school education or equivalent is required.
• At least two years of working experience with TRID regulation.
• Knowledge of Regulations B, Z, RESPA, Fair Credit Reporting Act, and other federal and state laws.
• Working knowledge of complex consumer transactions, understanding of title reports and exceptions, and familiarity with Loan Estimates and Closing Disclosures preferred.
• Excellent interpersonal and communications skills are required.
• Working knowledge of consumer lending policies is preferred.
• Must demonstrate a high level of attention to detail, inductive reasoning and high accuracy using computer systems to enter large volume of complex information is required.
• Able to function effectively at a high volume, in a time sensitive environment is required.
• Must be self-educating and able to work with little direct supervision is required.
• Extensive complex Commercial and Commercial RE documentation and closeout workflow experience, including interim construction and land development is preferred.
• Previous general consumer and commercial loan experience is also preferred.
• Experience in using automated document preparation software is preferred.
• Provide loan research for lenders when called upon.
• Balances various accounts.
• Keying daily work received from the branches
• A working knowledge of loan documents and disclosures insuring prior to loan closing that loan documentation is accurately prepared. Additionally, order title work and appraisals.  

• Greet customers promptly upon their arrival in the bank lobby.  
• Conduct professional interactions with the customers throughout all transaction processes.
• Open new accounts (checking, savings, certificates of deposit and IRAs).
• Order checks for customers and produce temporary checks.
• Issue ATM Debit cards.
• Open safe deposit boxes and provide access to boxes for customers.
• Promptly answer phones.
• Provide customer service, answering questions about their accounts and providing research as requested.
• Helping customers with Online Banking and Mobile Banking
• Process deposits, cash checks, and change orders for customers.
• Process night drop deposits and mail deposits. Maintain records for audit.          
• Sell Cashier’s Checks, Money Orders and Gift Cards.
• Balance Cash Vault daily.
• Redeem Savings Bonds.
• Prepare Compliance Audits as required for Internal Audits.
• New accounts input, (Loans, DDA, and Savings).
• Process stop payment request and input on system.
• Process wire transfer request and prepare Wire Transfer form for Wire Department.
• Customer service-answer phones, research and balancing customer accounts.
• Balance and Supply ATM weekly.