Central Pacific Bank · 5 months ago
Specialist - Commercial Documentation Center
Central Pacific Bank is seeking a Specialist for their Commercial Documentation Center. The role involves preparing business purpose loan documents and ensuring accuracy and quality while interacting with customers and resolving documentation issues.
BankingFinancial Services
Responsibilities
Prepare and/or facilitate preparation of documents in a timely and accurate manner for Consumer Personal and Collateral and simple Commercial Loans
Proactively work with the relationship officer to identify requirements related to the documentation request, including anything that may preclude loan closing, and agree on appropriate resolution to ensure quick response for the customer
Proactively involves the Senior Specialist and/or Documentation Administrator as well as the lending unit leader, relationship officer and/or credit administrator, or others as appropriate to resolve any documentation issues
Demonstrates good knowledge of the bank’s credit policies and documentation standards
Ensures that documentation file is organized based on the bank’s standards and any exceptions are approved by an appropriate authority and added to the tickler for follow-up by the lending unit
Proactively works with the relationship officer to resolve any post-documentation follow-up items
Prepares instructions on disbursing loan proceeds in accordance with the terms set forth in the Credit Approval Document and/or lending unit’s instructions
Coordinates the completion of transactions with Community Banking Branches as well as Community Banking Sales Support
Prepare and/or facilitate preparation of documents in a timely and accurate manner as set forth in the Credit Approval Document (CAM, Modification Agreement, Consumer Credit, etc.)
Proactively work with the relationship officer to identify requirements related to the documentation request, including anything that may preclude loan closing, and agree on appropriate resolution to ensure quick response for the customer
Proactively Involves the Documentation Administrator and/or Department Manager, as well as the lending unit leader, in-house counsel, relationship officer and/or credit administrator or others as appropriate to resolve any documentation issues
Demonstrates exceptional knowledge of the bank’s credit policies and documentation standards
Ensures that documentation file is organized based on the bank’s standards and any exceptions are approved by an appropriate authority and added to the tickler for follow-up by the lending unit
Proactively works with the relationship officer to resolve any post-documentation follow-up items
Demonstrates a positive attitude, a team player and provides exceptional service to both internal and external customers
Prepares instructions on disbursing loan proceeds in accordance with the terms set forth in the Credit Approval Document and/or lending unit’s instructions
Coordinates the ordering and completion of transactions with outside vendors (attorneys, title and escrow companies, etc.)
In addition, ensure all necessary loan documents are scanned into Info/Access for booking in a timely manner
Develop and prepares training for Documentation Specialists I, II and III, and other areas of the Bank on the process and procedures of the Documentation Center
Qualification
Required
H.S. Diploma or GED equivalency required
1+ years of experience in commercial real estate documentation and reading legal documents required for Specialist I
2+ years of experience in commercial real estate documentation and reading legal documents required for Specialist II
3+ years of experience in commercial real estate documentation and reading legal documents required for Specialist III
4+ years of work experience using automated documentation preparation systems required for Senior Specialist
Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated
Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications
Must be able to clearly communicate verbally and in writing with all internal and external customers
Must also be able to hear sufficiently to engage in daily discussions and interactions
Must be able to read and understand bank-related documents
Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time
Must also be able to adapt to different work environments as needed to perform the job
Company
Central Pacific Bank
Central Pacific Bank is a financial service company that provides banking products and services.
Funding
Current Stage
Late StageTotal Funding
$55M2020-10-20Debt Financing· $55M
Recent News
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2025-09-18
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