Commercial Loan Documentation Specialist

JOB FUNCTION: The Commercial Loan Documentation Specialist will perform pre-document preparation quality control. Provides administrative support to the appraisal function.



  • Management of Appraisal Ordering Process for Commercial Loan and Workout
    • Bidding, engaging and management of requested appraisals
    • Coordination with designated function backup to ensure coverage at all times
    • Ensures timely storage of completed appraisals (k-drive, scanning as necessary, and more) in appropriate locations
    • Management of Approved Appraiser List
    • Oversight of properties owned by the Bank (OREO) or collateral for troubled relationships (reported on FAS114 evaluations) to ensure timely ordering of appraisal for valuation purposes
    • Processing of appraisal bills and follow-up on fee collection as necessary
  • Document Preparation Responsibilities
    • Review document requests to ensure completeness
    • Produce loan documentation packages using Laser Pro system
    • Communicate and discuss loan transactions with commercial lending officers or other bank staff, internal counsel and Chief Credit and Lending Officers
    • Review entity documentation to understand business structure and authorized signers
    • Perform post-booking quality control to verify accuracy of system inputs
  • Other Duties
    • Performing review of post-booking reports, investigating errors and providing resolution
    • Tracking of commercial relationship reviews
    • Other tasks and responsibilities as necessary from time to time


  • High School diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent education and experience.
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
  • Ability to write routine reports and correspondence.
  • Ability to speak effectively before groups of customers or employees of organization.
  • Ability to add, subtract multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
  • Ability to apply common sense understand to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
  • Basic personal computer skills including electronic mail, word processing, spreadsheet, graphics, etc.
  • Handle and prioritize multiple tasks and projects simultaneously. Meet deadlines.
  • High level of initiative.
  • Detail orientation.
  • Ability to interact professionally with colleagues, attorneys, and other external contacts.

PHYSICAL DEMANDS: The physical demands described below must be met by an employee to successfully perform the essential functions of this job.

  • Light physical activity performing non-strenuous daily activities of an administrative nature.
  • Required to stand for intermittent periods of time.
  • Required to sit for prolonged periods.
  • Manual dexterity sufficient to reach/handle items, works with the fingers, and perceives attributes of objects and materials.
  • Required to reach with hands and arms, push items overhead, occasionally climb or balance, stoop, kneel, crouch or crawl.
  • Required to talk, hear, see, read and write.
  • Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception and ability to adjust focus.
  • This position requires occasional lifting and moving of 25 lbs.
  • Normal working hours consist of M-F 8:30 am to 4:30 pm with occasional overtime during busy periods.


FLSA Status: Non-exempt