Wilson Bank & Trust ยท 1 week ago
Commercial Loan Document Specialist II
Lebanon, TN
Full-time
Onsite
Mid Level
3+ years expWilson Bank & Trust is seeking a Commercial Loan Document Specialist II who is responsible for preparing commercial loan documentation and coordinating with third-party vendors. The role involves ensuring compliance with banking regulations and facilitating the funding of loan proceeds while maintaining communication with internal teams and vendors.
BankingCommunitiesFinancial Services
Responsibilities
Prepare loan documentation and coordinate with third-party vendors to order and track appraisals, flood certifications, and title searches
Maintain communication with internal teams, processors, and vendors to ensure timely delivery and accuracy of all required documentation
Verify loan documentation is compliant with credit approval, internal procedures and regulatory requirements
Confirm pre-funding requirements are satisfied prior to loan closing
Identify and address documentation or funding discrepancies prior to closing. Facilitate funding management including disbursement instructions, wire transfers, and post-funding documentation
Categorize and file documents electronically
Review vendor reports and certificates for completeness and alignment with loan policy
Identify and assist with implementation of process improvements enhancing accuracy and efficiency of the department
Assist with special projects
Cross train with members of Commercial Loan Development to develop additional knowledge and skills
Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks and participating in professional associations
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Attend training as requested
Perform other duties as assigned
Qualification
Required
High school diploma or GED
3 years of experience in commercial lending including loan processing, documentation, and funding
Knowledge of compliance requirements related to commercial lending
Knowledge of loan documentation requirements, lien perfection, and collateral verification
Experience with process for utilizing third-party vendors including appraisers, title companies, and flood certification providers
Strong understanding of commercial loan structures and funding protocols
Proficient in Microsoft Office and loan processing systems
Experience with Windows based file management (Desktop, saving, moving of files)
Attention to detail, critical thinker and problem-solving skills
High standards for integrity, honesty, professionalism, and work ethic
Commitment to service excellence
Ability to work independently while demonstrating excellent organization and follow through
Demonstrate flexible and efficient time management and ability to prioritize workload and meet deadlines in a fast-paced environment
Ability and willingness to work with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self-starter with a strong desire to exceed expectations and capable of supporting a team
Maintain confidentiality discretion
Ability to interact with customers and employees in a friendly and professional manner
Ability to effectively work in collaboration with others to achieve business objectives
Participate in outside community activities as required working extended hours as needed
Willing to grow and be challenged
Preferred
Experience with C&I or construction lending documentation
Company
Wilson Bank & Trust
Wilson Bank & Trust is a community bank located in Tennessee.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
John McDearman III
Chief Executive Officer
LISA POMINSKI
Exec VP/CFO
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