Montecito Bank & Trust · 3 months ago
Senior Loan Documentation Coordinator
Goleta, CA, US
Full-time
Onsite
Mid, Senior Level
3+ years expMontecito Bank & Trust is the largest locally owned community Bank on the Central Coast, dedicated to making the communities they serve better places to live and work. They are seeking a Senior Loan Documentation Coordinator to manage documentation for consumer, small business, and commercial loans, ensuring accuracy and providing operational support.
BankingFinanceFinancial Services
No H1B
Responsibilities
Prepares Commercial, Consumer, and SBA Loan Documents with simple to highly complex structures and is responsible for assisting the Loan Documentation Coordinator with the loan process
Processes incoming documentation requests; enters into documentation log and updates throughout the day
Performs review of completed loan documents for accuracy and suggests corrections as necessary
Understands the Core system to ensure documentation requests and/or proposed loan structures are properly documented in order to be booked and serviced
Manages priorities and resolves problems with loan documentation and funding including CAD loans with legal counsel
Assists in the set up and testing of Loan Documentation system specifications and configuration for new and revised loan products
Supports funding and closing tasks prior to boarding for all commercial, consumer, and credit products
Assists department with servicing functions such as payment processing, wire processing, and paid-note processing
Responsible for all port maintenance, new and existing
Qualification
Required
3-5 years of Loan Documentation experience in a Loan Documentation department or similar required
Experience with loan documentation software applications, preferably TruStage or similar required
Understanding of key lending terms and common loan structuring required
Preferred
A two-year college degree is preferred
3-5 years of previous experience in a Loan Servicing department or similar preferred
Experience with the FISERV Premier System or similar Lending 'Core' system preferred
Understanding of commercial, consumer, small business and construction loan structures and documentation requirements preferred
Experience with closing and funding loans preferred
Experience with CogniVision or other electronic repository preferred
Benefits
Workplace Culture that Values YOU
Competitive Pay
Medical, Dental, Vision, & Life Insurance
401K Matching/Retirement Planning
Paid Vacation Time, Sick Time, Federal Holidays, & Volunteer Time
Associate Bank Accounts
Bank Gatherings, Events, & Associate Engagement Activities
Company
Montecito Bank & Trust
Montecito Bank & Trust is a banking firm that provides banking and financial services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Janet Garufis
President & CEO
Recent News
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