Mid Penn Bank · 1 day ago
Commercial Loan Documentation Specialist
Harrisburg, PA, US
Full-time
Onsite
Mid Level
$23.35/hr - $36.20/hr
3+ years expMid Penn Bank is actively seeking a Commercial Loan Documentation Specialist to join their team. This role supports the commercial lending department by preparing, reviewing, and ensuring the accuracy and completeness of all loan documentation, playing a critical part in the loan process and ensuring a smooth closing and booking experience for customers and internal stakeholders.
BankingFinanceFinancial Services
No H1B
Responsibilities
Performs various duties related to the pre-closing loan process as follows:
Ensures that all required documentation is included as identified on the checklists as a part of the post-closing review
Utilizes a sample verification process used for certain items requested on the pre-closing checklist; independently verifies items when the authenticity is questioned
Performs various duties related to the post-closing loan process as follows:
Reviews and clears exceptions and deficiencies
Supports quality control and post-closing process as needed
Maintains closed loan list to show on time booking to Senior Management
Provides training to other department personnel as required
Manages multiple loan files simultaneously, ensuring all conditions and required documents are obtained proactively
Monitors documentation pipelines and prioritizes as needed
Maintains an acceptable error rate in loan file reviews while managing a high-volume pipeline
Assists the immediate supervisor with various administrative tasks to support department operations, as directed; may also be assigned special projects
Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information
Prepares loan documentation related to loan settlements in accordance with all current government regulations, policies and procedures
Performs second checks of loan documentation packages, as needed
Maintains confidentiality of customer information
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment, which is free of harassment and other forms of illegal discriminatory behavior in the workplace
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the company’s compliance with all regulatory requirements; ensures that all office personnel adhere to the same. Manages risk by completing all mandatory compliance and regulatory training assigned by the stated due date
Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities
Escalates issues to management as necessary
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate personnel
Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within given time frames and within established policy
Qualification
Required
Proficient reading, writing, grammar, and mathematics skills
Proficient interpersonal relations and communicative skills
Familiarity with loan documentation, banking operations, and loan servicing
Familiarity with loan documentation software, loan origination systems, and banking regulations
Strong attention to detail and organizational skills
Ability to manage multiple priorities and work under deadlines
Ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to finger, handle or feel, and lift items weighing 20 lbs. or less
Visual, auditory and speaking skills
Preferred
A B.S. or B.A. degree in a related field of study preferred, specialized financial lending education and training
A minimum of three (3) years' experience is normally required
Benefits
Medical plans with prescription drug coverage
Flexible spending account
Dental and vision insurance
Life insurance
401(k) program with employer match and employee stock purchase plan
Paid time off
Paid holidays
Disability insurance coverage
Parental leave
Employee assistance program
Tuition reimbursement
Mentorship programs
Individualized development and career counseling
Mid Penn University courses and development programs
Company
Mid Penn Bank
Mid Penn Bank is a bank that specializes in banking and investment services.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2024-11-01Post Ipo Equity· $70M
2020-03-20Post Ipo Debt· $15M
1997-05-07IPO
Leadership Team
Rory Ritrievi
President and CEO
Jordan D. Space
SEVP, President of the Private Bank and Chief Operating Officer of the company
Recent News
2026-01-09
2026-01-05
2025-09-26
Company data provided by crunchbase