Golden 1 Credit Union · 3 hours ago
Business Services - Senior Loan Documentation Specialist
Sacramento, CA
Full-time
Onsite
Senior Level, Lead/Staff
$33.86/hr - $42/hr
8+ years expGolden 1 Credit Union is seeking a Senior Loan Documentation Specialist who will perform reviews of commercial loans to ensure compliance with established policies and standards. The role involves analyzing loan structures, preparing documentation, and advising lenders on risk mitigation strategies.
BankingFinanceFinancial Services
Responsibilities
Prepare loan documentation completely and accurately consistent with approval terms and conditions
Under supervision draft ancillary agreements/documents outside of the documentation program as necessary to mitigate risk
Under supervision analyze proposed loan and modify loan structure/requested documentation as necessary to mitigate Credit Union risk and loss
Ensure adherence to commercial credit policy, Credit Union underwriting and regulatory compliance
Identify documentation risks and make recommendations as needed based on specific loan transactions
Work with branch personnel/title company/insurance agents/appraisal/portfolio administration to address any problems discovered during the file review
Partners with the supervisor to perform secondary review of the larger loan files and more complex loan documents
Maintains a working knowledge of Entity/Collateral/Title documentation and concepts
May assist with loan funding and quality control reviews after loan boarding
Performs other duties as assigned
Qualification
Required
Successful completion of High School curriculum is required
Minimum 8 years of experience in loan documentation required
Effective oral and written communication skills required to interact with members, staff, vendors, servicers, and various regulatory agencies
Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone
Maintain knowledge of commercial lending requirements, all commercial loan products, commercial loan fulfillment, credit union policies and all applicable federal and state laws and regulations
Current working knowledge of Commercial Real Estate and Commercial and Industrial lending
Exceptional member service and member relations skills
Exceptional oral and written communication skills
Ability to manage multiple tasks and demands, to work independently with minimal supervision, and to meet deadlines and effectively adjust to changing priorities
Strong analytical, organizational skills and attention to detail
Understand the use of the automated loan origination system. Operate on standard Microsoft programs and other computer operations
Demonstrated ability to work independently and interact collaboratively and cultivate partnerships across the organization
Preferred
Associates degree is preferred
Company
Golden 1 Credit Union
Golden 1 Credit Union is a financial cooperative that offers checking, savings, home loan, investment, insurance and online services.
1001-5000 employees
H1B Sponsorship
Golden 1 Credit Union 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
2024 (1)
2022 (1)
Funding
Current Stage
Late StageLeadership Team
Allyson Hill, CPA
Senior Vice President, Chief Financial Officer
Joseph Harrison, CPA (Oregon), CRCM, CIA, CAMS, CFE
Senior Vice President - Chief Compliance Officer
Recent News
The Business Journal
2025-10-04
2025-10-02
Company data provided by crunchbase