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Centennial Bank · 1 week ago

Loan Documentation Prep Specialist - Texas

Amarillo, Texas, United States

Full-time

Onsite

Entry Level

2+ years exp

Centennial Bank is a financial institution seeking a Loan Documentation Prep Specialist. The role involves prescreening and preparing loan documentation to ensure accuracy and compliance with regulatory requirements, while maintaining service level standards in a production environment.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Prescreens and prepares documentation for consumer non-real estate, and commercial loan requests. This duty is performed daily, about 75% of the time

Reviews requests for documentation before determining and applying a hold on the loan submission when applicable. This duty is performed daily, about 5% of the time

Prepares packages for e-signatures when applicable. This duty is performed daily, about 5% of the time

Assigns various loan code(s) in the prescreening process to meet regulatory and company reporting requirements. This duty is performed daily, about 5% of the time

Ensures corrections are made to loan documents as requested by the lender. This duty is performed daily, about 10% of the time

Responds to phone, email, and internal messaging requests and inquiries from lending staff or other departments promptly and professionally. This duty is performed daily, about 5% of the time

Reviews prepared loan documents for accuracy before releasing information to lenders. This duty is performed daily, about 5% of the time

Approve specified placeholders in nCino to ensure offload to onBase. This duty is performed daily, about 5% of the time

Upload documentation as provided by lending staff to onBase. This duty is performed daily, about 5% of the time

Responds to requests and tickets through assigned rotation. This duty is performed daily, about 5% of the time

Prepare administrative renewals as requested and complete onBase checklists for each loan before releasing documentation. This duty is performed daily, about 5% of the time

The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily

Completes required BSA/AML training and other compliance training as assigned. This duty is performed quarterly

Perform any other related duties as required or assigned

Qualification

Loan Documentation PreparationRegulatory ComplianceMicrosoft Office SuiteAlphanumeric Data EntryWord ProcessingMathematical SkillsCustomer Service SkillsCommunication SkillsCritical ThinkingOrganizational Skills

Required

High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc

2 years related experience and/or training, or equivalent combination of education and experience

Ability to read and understand simple instructions, short correspondence, notes, letters and memos

Ability to write simple correspondence

Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals

Ability to write routine reports and correspondence

Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume

Ability to apply concepts such as fractions, ratios, and proportions to practical situations

Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists

Ability to interpret a variety of instructions furnished in written, oral, or diagram formats

Advanced: Alphanumeric Data Entry, Word Processing/Typing

Basic: 10-Key, Payroll Systems

Two (2) years of related experience and/or training

Must possess strong communication skills and good documentation/organizational skills

Ability to work effectively in a team environment as well as accomplish work assignments under minimal supervision and tight schedules

Excellent customer service skills

Experience with Microsoft Office suite such as Word, Excel, and Outlook a must

Applicant should have experience servicing customer needs in a fast-paced environment

Company

Centennial Bank

Centennial Bank offers businesses, investors, and municipalities a wide range of commercial, retail banking, and related financial services.

Founded in 1999

Conway, Arkansas, USA

1001-5000 employees

https://www.my100bank.com/

H1B Sponsorship

Centennial Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)

2021 (1)