A Loan Documentation Specialist reviews applications for loans and assists with the process of evaluating loans. Prepares, organizes and verifies the documents and reports required for a loan application. Monitors the loan application and approval process and may assist customers with loan payments. May specialize in mortgage, business or other types of loans.
$25.85
A Brief Overview
The Commercial Loan Support Specialist I prepares documents for all commercial loan types by following established lending policies and procedures. This role is responsible for providing prompt and accurate service to lending personnel. The Commercial Loan Support Specialist I is a multi-functional, customer-oriented individuals who rely on instructions and pre-established procedures to perform the functions of this job. Prepares commercial loan documents including new loans and renewals.
What you will do
Prepare and deliver compliant, enforceable loan document packages for Commercial loan types utilizing Bank software.
Review documents to ensure the structure and terms of the loans conform to credit approval and Bank policies.
Analyze business entity structures to ensure accurate loan documents.
Communicate issues to lending officers and loan assistants.
Conduct due diligence of title commitments, flood determinations, insurance, and other pre-closing items.
Set up specific document requirements in the imaging and tracking system.
Adhere to Bank policies and procedures as well as industry regulations.
Manage multiple tasks and respond to pressure and change with poise and confidence.
Other Qualifications/Requirements
Able to learn programs such as: LaserPro, INFO-ACCESS, OnBase, SharePoint, Xperience.
Associate's Degree and less than 1 year consumer or commercial loan process preferred or equivalent combination of education and experience.
Less than 1 year loan documentation preparation preferred or equivalent combination of education and experience.
Who We Are
Heartland Bank and Trust Company is headquartered in Bloomington, Illinois. With 70+ locations throughout Illinois and Eastern Iowa, Heartland continues to grow and is committed to preserving strong ties to our communities, customers, employees, and shareholders.
Heartland Bank's mission is to "create value for the customer, earn a profit for the Bank, and have fun doing it!" At Heartland, employees have the opportunity to make a difference every day.
What We Offer
At Heartland Bank, we offer a competitive benefits package to provide you with peace of mind. Click here to learn more about what benefits we have to offer.
Physical Demands
Standing, Walking, Grasping/Reaching•with arms and hands, Repetitive Motions
Occasionally:
Climbing and/or Balancing, Stooping, Kneeling, Crouching, and/or Crawling, Lifting (30 lbs.)
Equal Opportunities and Accommodations Statement
Heartland Bank is deeply committed to creating a workplace where inclusion is not only valued but prioritized. We're proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or any other non-merit based or legally protected grounds.
Salary Disclaimer
The salary range represents the range of possible compensation at the time of posting. Heartland Bank considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate's work experience, education/training, key skills, and internal equity.
The salary range minimum, midpoint, and maximum listed above represent a full range of career compensation growth over time in this position and pay grade. Starting pay typically starts between minimum and midpoint upon hire. The Bank offers compensation growth opportunities within its career architecture.
