WorldBridge Partners - Leaders in Recruiting and Executive Search · 1 day ago
Loan Documentation Specialist
Phoenix, AZ
Full-time
Onsite
New Grad, Entry Level
$65K/yr - $85K/yrWorldBridge Partners is a leader in recruiting and executive search, and they are seeking a Commercial Loan Documentation Specialist. The role involves preparing commercial loan documents, maintaining loan files, and providing quality customer service while ensuring compliance with bank policies and procedures.
ConsultingHuman ResourcesProfessional ServicesRecruitingStaffing Agency
Hiring Manager
Thomas Pfirrman
Responsibilities
Maintains financial institution loan records
Prepares commercial loan documents for loan closings
Inputs loan information, processes loan changes, and reviews entered information for accuracy
Processes documents for payments
Establishes and maintains files on each loan and ensures that the information is complete and accurate before processing and forwarding to the loan officer for approval
Records and tracks insurance on loan collateral
Records documents, as needed
Receives and processes loan payments
Prepares various management reports
Processes UCC filings and balances loan accounts
Assists customers, in person or over the phone, with routine inquiries regarding payoffs, changes of ownership, note modifications, beneficiaries, and other loan details
Protects the privacy and confidentiality of customers, other employees, and the Bank
Qualification
Required
Prior experience preparing commercial loan documents; Knowledge of Laser Pro required
Understanding of loan application policies and procedures, as well as documentation required by underwriters and government agencies
Previous experience with Microsoft Word and Excel
Prior experience with commercial & Industrial (C&I) loans and various types of Commercial Real Estate (CRE) loans
High school diploma or equivalent
Good organizational and analytical skills
Ability to stand or sit for extended periods of time
Data entry with the use of a 10 key, computer, adding machine, or calculator
Climbing for retrieval purposes
Manual dexterity – counting money, folding papers, stuffing envelopes
Preferred
Prior experience with SBA or other government guarantee loan programs a plus
Prior experience with Construction loans a plus
Prior Teller experience a plus
Knowledge of Jack Henry System a plus
Company
WorldBridge Partners - Leaders in Recruiting and Executive Search
"The recruitment specialization WorldBridge Partners brings should mean that the recruitment process is quicker, the reach wider, the slate of candidates is smaller and well suited to the client, leaving our clients free to concentrate on what's important - deciding who to hire." ~ Jack Downing, Managing Partner Our "WorldBridge Way" has combined its proprietary search process with deep industry knowledge & experience of acquiring talent that improves revenue, increases operational excellence and helps our clients achieve their corporate objectives.
Founded in 2002
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Amy Sanders
Partner & VP of Healthcare Recruiting Solutions
David Wallace
Managing Partner
Recent News
Seattle TechFlash
2025-04-07
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