Loan Documentation Specialist II jobs in United States
cer-icon
Apply on Employer Site
company-logo

Bridgewater Bank · 1 month ago

Loan Documentation Specialist II

Bridgewater Bank is on a mission to be the finest entrepreneurial bank in the Twin Cities. They are seeking a detail-oriented Loan Documentation Specialist II to join their Loan Administration team, responsible for ensuring the accuracy and compliance of loan documentation and facilitating timely loan closings.

BankingFinanceFinancial ServicesReal Estate
check
Growth Opportunities

Responsibilities

Prepare, review and process documentation for all commercial and consumer loans to ensure terms of documents are in accordance with committee approved request and following bank policy, lending practices and regulatory statutes. May include communication with outside counsel related to document preparation and other due diligence
Preparation of Participation Agreement and Letter of credit documentation, renewals, and modifications
Complete CRA and HMDA requirements for documentation and compliance reporting
Administer the loan booking process on core and document imaging software, includes new loans and modifications for (CRE Multi-family, C&I, Construction development, and other commercial renewals) and consumer loans
Perform initial loan funding using WireXchange and/or internal funding on the core loan system while ensuring accuracy of funds disbursed utilizing an internal checklist
Perform balancing of GL’s related to loan booking
Communicate effectively and collaboratively with internal partners to ensure tasks are completed accurately and timely

Qualification

Commercial loan processingConsumer loan documentationLaserPro experienceMicrosoft 365 experienceFiserv Premier/FIS experienceRegulationsCommunication skillsAttention to detail

Required

4-6 years of Commercial and Consumer loan processing and/or documentation experience
LaserPro experience
Experience working with Microsoft 365 environment
Strong oral and written communication skills
High attention to detail and knowledge of rules, regulations and policies relating to loan documentation

Preferred

Fiserv Premier/FIS experience
Bachelor's degree

Benefits

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Parental leave
401(k) with employer match
Paid vacation & paid holidays

Company

Bridgewater Bank

twittertwitter
company-logo
Bridgewater Bank is a full-service commercial bank where answers came quickly, opportunities were plentiful, and the culture was optimistic.

Funding

Current Stage
Public Company
Total Funding
$120.43M
Key Investors
Castle Creek Partners
2025-06-24Post Ipo Debt· $80M
2018-03-14IPO
2017-07-24Series Unknown· $25M

Leadership Team

leader-logo
Jerry Baack
Founder, President, Chief Executive Officer and Chairman of the Board
linkedin
leader-logo
Joe Chybowski
President & Chief Financial Officer
linkedin
Company data provided by crunchbase