ChoiceOne Bank · 1 month ago
Senior Loan Documentation Specialist
Fenton,MI,US
Full-time
Onsite
Senior Level
5+ years expChoiceOne Bank is a financial institution committed to providing superior service and quality advice. They are seeking a Senior Loan Documentation Specialist to perform clerical support services that facilitate and safeguard the lending function, including preparing loan documents and assisting customers with inquiries.
BankingCommunitiesFinancial Services
Responsibilities
Perform due diligence on new and renewed loan requests with focus on larger commercial Loans
Prepare commercial loan documents (including SBA, FmHA, participation, construction, letters of credit, swaps, etc.) with focus on larger loans
Prepare loan extensions and amendments
Meet with customers to close various types of loans
Complete follow-up to loan terms and conditions post-closing – title policies, mortgage recordings, insurances, etc
Assist customers with payments, inquiries and loan documentation requests
Assist Loan Officers and others in the department as requested
Assist supervisor in managing loan pipeline, assigning loans and perform pre-closing documentation reviews to ensure accuracy of documents
Assist in projects on LaserPro, JHA, and other technologies use in commercial loan processing
Training of new employees on commercial loan documentation
Assist in maintaining procedures
Assist in account monitoring and tracking
Additional responsibilities as assigned
Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer
Be familiar with and comply with all federal and state banking regulations as applicable
Qualification
Required
High School Diploma or Equivalent
Minimum five (5) years Commercial Loan Documentation experience
Knowledge of business entity documents including corporations, LLC's, partnerships, etc
Ability to maintain a minimum of 20 loans files at a time
Computer knowledge - Windows, Microsoft Office, Word, Excel, loan origination and documentation platforms, and core banking systems, (basic working knowledge)
General accounting knowledge
Proficient typing skills
Ability to handle multiple tasks simultaneously
Ability to meet established deadlines
Expected to conduct relationships in a manner that will enhance the overall marketing effort of the organization
Communication – Communicates clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings
Analytical – Synthesizes complex and diverse information; collects and researches data; uses intuition and experience to complement data
Technical Skills – Assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others. Has a thorough understanding of underwriting, coverages and rating procedures
Judgment – Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process. Makes timely decisions
Quality – Demonstrates accuracy and thoroughness; monitors own work to ensure quality
Quantity – Meets productivity standards; completes work in a timely manner; strives to increase productivity; works quickly
Adaptability – Adapts to changes in work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays or unexpected events
Flexibility – able to provide flexibility and adapt to changing schedules
Initiative – Undertakes self-development activities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed
Company
ChoiceOne Bank
ChoiceOne Bank is a West Michigan-based community banking corporation.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$34.5M2024-07-25Post Ipo Equity· $34.5M
2020-02-07IPO
Leadership Team
Heather Deardorff Brolick
SVP Chief Human Resource Officer
Lee Braford
Chief Credit Officer and Senior Vice President
Recent News
MarketScreener
2025-10-24
PR Newswire
2025-08-27
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