Commercial Services and Doc Prep Specialist

Hiring for a hybrid role in the following states only (will require occasional travel to San Antonio, TX): GA, NC, SC, TX, VA Why Us?

The Farm Bureau Bank team is rooted in service, strong relationships, and meaningful results. We offer financial services that support hardworking individuals who recognize the vital role of farming, ranching, and agriculture across the United States. Beyond traditional banking, we cultivate lasting partnerships, nurture growth, and aim to support rural communities that are often underserved by the banking industry.

• Affordable Medical, Dental and Vision coverage
• Outstanding 401k – Employer match up to 5%
• Paid Volunteer Hours
• Accrued Paid Time Off (PTO) & Paid Holidays
• Life Insurance and Long-Term Disability (company paid)
• Continuing Education Opportunities
• View all available benefit options k.

• Act as the primary point of contact for customers, attorneys, title companies, insurance companies, lenders, and internal partners throughout the loan process
• Provide responsive support to customers and attorneys related to documentation requirements, timelines, and closing logistics, in coordination with the Commercial Lenders
• Own assigned commercial loan transactions and related operational workflows from origination through closing
• Manage and maintain complete, accurate, and up-to-date loan data and documentation within nCino, Doc Man, and related systems
• Coordinate and prepare commercial loan documentation in accordance with approved credit terms, bank standards and regulations
• Drive documentation exception clearing and follow-up to ensure timely resolution, with final accountability resting with the Commercial Lenders
• Facilitate the movement of loan reviews, covenants, and required materials through the Credit process
• Review title commitments and policies, appraisals, flood determinations, environmental reports, and loan documentation for completeness and accuracy
• Perform UCC searches and investigations as required
• Complete required due diligence, in partnership with the COMMERCIAL LENDERS, to assemble a complete and compliant commercial loan package
• Ensure all documentation meets regulatory, policy, and quality control standards
• Proactively identify issues, risks, or process bottlenecks and elevate appropriately
• Serve as a resource to peers for questions related to systems, documentation, and workflow
• Crosstrain with Commercial Operations to provide backup support as needed
• Flexible working during Farm Bureau Bank’s hours of operation. Regular attendance required.

• High School diploma required; bachelor’s degree preferred or equivalent business or administrative experience
• 5+ years of experience in commercial loan operations, documentation preparation, or loan processing required

Farm Bureau Bank is an equal opportunity/affirmative action employer and complies with all applicable federal, state, and local fair employment practices laws. Farm Bureau Bank strictly prohibits and does not tolerate discrimination against team members, applicants, or any other covered persons because of race, color, religion or creed, national origin or ancestry, sex (including gender, pregnancy, sexual orientation, and gender identity) age, physical or mental disability, citizenship, veteran status, or genetic information, or any other characteristic protected by applicable federal, state, or local law.

All team members and anyone doing business with the Bank (including vendors, clients, and visitors) are prohibited from engaging in unlawful discrimination. This applies to all employment actions, including but not limited to, recruitment, hiring, training, promotion, discipline, compensation, benefits, and termination of employment.