Commercial Loan Document Prep Specialist jobs in United States
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FirstBank · 1 day ago

Commercial Loan Document Prep Specialist

FirstBank is a financial institution seeking a Commercial Loan Document Prep Specialist to support financial centers and underwriting groups. The role involves preparing loan documentation for new loan granting and servicing, ensuring compliance with regulations, and assisting lenders with documentation inquiries.

BankingFinanceFinancial Services

Responsibilities

Reviews lender requests for new loan documentation for all Consumer or Commercial Loans offered by FirstBank. Independently determines the appropriated documents for that loan type and accurately inputs into loan software system the information required by compliance and legal regulations/guidelines. Verifies that the approval and terms are correct. Verifies Flood Certification and Appraisal addresses are correct
Understands the need to meet customer and lender requirements for the time frame within which the documents need to be prepared and delivered for closing. Arranges for the remote printing of completed documents to the site designated by the lender
Is prepared to rapidly revise documents if needed to reflect new information requested by the lender
Accepts telephone calls and email from lenders and any other loan related information the lender may request
Prepares UCC Amendments/Continuations and Subordination Agreements
Understands and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity

Qualification

Loan DocumentationCompliance RegulationsMicrosoft Office SuiteAttention to DetailOrganizational Skills

Required

Demonstrated ability to learn complex information rapidly, i.e., loan compliance regulations and documentation requirements
Documentation Preparation experience is a plus
Proficient in Microsoft Office Suite, Outlook and other similar applications
Demonstrated working knowledge of loan documentation and document retention
Demonstrated commitment to accuracy and attention to detail. Good organizational skills

Company

FirstBank

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FirstBank, a wholly owned subsidiary of FB Financial Corporation (NYSE: FBK), has approximately $16.2 billion in total assets.

Funding

Current Stage
Public Company
Total Funding
$157.62M
2025-01-22Acquired
2017-06-09Post Ipo Equity· $157.62M
2016-09-16IPO

Leadership Team

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Christopher Holmes
President and Chief Executive Officer
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Michael Mettee
Chief Financial Officer
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Company data provided by crunchbase