Documentation Officer
Listed on 2026-01-17
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Finance & Banking
Banking & Finance -
Administrative/Clerical
Banking & Finance
About United Business Bank
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About the Position
The Documentation Officer (DO) is an onsite position and does not have remote opportunities. The DO is responsible for compliant, effective and accurate preparation of loan documentation for various new, renewed and modified loans of varying complexity. The DO will coordinate efforts with account officers, title companies, and other departments to obtain all required supporting documentation in accordance with the banks loan file compliance functions.
They will ensure that clients are served promptly, courteously, efficiently and professionally. The DO will assist the Documentation Manager in reviewing documents for accuracy and compliance with applicable regulations and bank policy, and is also responsible for assisting in training new loan personnel, monthly tracking and reporting functions. They will make process improvement recommendations to the Documentation Manager and will perform all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines.
They will also assist the Documentation Manager with projects and other duties as assigned.
About You
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: High school graduate or equivalent required. College Degree preferred.
Required Knowledge: Knowledge of Loan Documentation and Note Department policies and procedures. Thorough understanding of banking regulations and standard banking practices. Thorough knowledge of Laser Pro.
Experience
Required:
Previous documentation experience and a minimum of 3 years+ bank experience in a Loan Department.
Skills/Abilities:
- Professional appearance, dress and attitude.
- Ability to use Microsoft Office software package.
Location
:
Onsite, no remote.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
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