Loan Documentation Specialist - Typing Loans

Job Description

The Loan Documentation Specialist is responsible for typing and processing documents necessary for loan package completion. He/she provides clerical support for all lending activities and provides high quality and professional service to lending personnel.

• Must be at least 18 years old
• High school diploma or GED required
• Experience helpful, particularly in a financial environment
• Basic knowledge of commercial and consumer loan services and procedures preferred
• Familiarity with general loan documentation helpful
• Accurate and attentive to detail
• Well organized
• Good typing skills
• Willing and able to help others
• Able to use a computer, adding machine, copy machine, and basic business equipment
• Able to get along well with coworkers

• Receives information for loan documentation preparation from various branches through internal software system, prints loan documentation request, and attaches appropriate documentation received via e-mail or fax
• Logs loan documentation request form information into internal tracking system including the time received, type and amount of loan, and time requested
• Assigns loan numbers to loan requests received and enters information into internal tracking system including responsible loan officer, purpose of loan, filing fees, etc.
• Prepares documents for commercial and consumer loan packages by entering data into an automated software system
• Verifies accuracy of input and documents as needed
• Manually prepares documents as needed
• Ensures correct combination of documents will be prepared/received for each transaction in order to secure legal interests for D.L. Evans Bank and asks for assistance from senior members of staff as needed
• Sends requested loan documents electronically to branch personnel according to established time frames and procedures
• Monitors loan information received according to a checklist to ensure proper supporting documentation and adherence to rate and pricing guidelines as well as approval and approval limits before the loan is typed
• Enter information applicable to loan denial letters into internal document system or template, obtains authorized signatures, and mails letters to customers
• Ensures timely completion of denial letters to remain compliant with internal loan denial procedures as well as compliance with federal regulations
• Assigns a HMDA number to denied real estate loans and prepares appropriate correspondence for signature
• Assists with the audit of scanned documents as needed
• Keeps management informed of area activities and any significant problems or concerns
• Ensures that customers' requests and questions are promptly resolved
• Maintains and projects the Bank's professional reputation
• Promotes D.L. Evans Bank at all times
• Serves as a representative for D.L. Evans Bank in the community
• Completes special projects as assigned

D.L. Evans Bank is a community bank and has been since 1904. For many years, we have provided premier banking services to the residents of Southern Idaho and Northern Utah while fostering a working environment for our employees dedicated to teamwork and excellent customer service. If you are a dynamic and customer-driven individual, whether an experienced banker or just beginning your career, we encourage you to continue with this applicant friendly, online job application!

D.L. Evans Bank is an Equal Opportunity Employer (EOE/AA/W/M/Vets/Disabled). VEVRAA Federal Contractor.

• Medical Insurance
• Dental Insurance
• Vision Insurance
• FSA
• 401(k)
• Employee Stock Ownership Plan
• Paid Vacation
• Sick Time
• Life Insurance
• Long-term Disability Insurance