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Sunflower Bank, N.A. · 2 hours ago

Commercial Loan Documentation Preparation Specialist

Plano,TX,US

Full-time

Onsite

Senior Level

6+ years exp

Sunflower Bank, N.A. is a full-service financial institution dedicated to serving communities and supporting team members. They are looking for a Commercial Loan Documentation Preparation Specialist responsible for document preparation and review for commercial lending transactions, ensuring accuracy and compliance throughout the process.

BankingFinancial ServicesWealth Management

Responsibilities

Prepare commercial loan documentation with an emphasis on operational excellence

Perform document review to ensure accuracy and completeness of all transactions by conducting a self-review of work completed to ensure accuracy of loan package

Obtain and review all pertinent information required to document loans for delivery to lender prior to the requested time

Proactively identify issues that could potentially delay or prevent closings, notify the appropriate parties and work to resolve issues efficiently

Review LaserPro and attorney prepared documents prior to booking and funding to ensure loan stipulations on the Loan Approval and Credit Memorandum are met

Maintain knowledge of all aspects of commercial loan documentation, understanding legal entities and loan documents such as Notes, Security Instruments, Loan Agreements etc

Work independently and prioritizes a high volume of work

Review loan risks and competing security interests by examining UCC records

Maintain knowledge of regulatory requirements

Maintain knowledge of current loan policies

Qualification

Commercial lending experienceLaserPro proficiencyRegulatory compliance knowledgeLoan documentation expertiseDetail orientedCommunication skillsWork independentlyRelationship building