Job Description
Documentation Specialist 1 Hancock Whitney United States, Louisiana, Orleans Jun 09, 2026 Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY
Prepares loan documentation for all consumer and certain non-complex commercial purpose loans, in a multi-state environment ESSENTIAL DUTIES & RESPONSIBILITIES
Analyzes loan request and prepares documentation in compliance with bank policy, federal and state regulations
Reviews application/approval for completeness, accuracy and proper approval
Produces documentation for all types of loans, ranging from simple consumer to real estate secured, to commercial loans, to exclude the most complex loan types
When applicable, uploads information from Salespro to Laser Pro and reviews for correctness/completeness
Ensures all required documentation is prepared to properly perfect the bank's lien and that all documentation requirements are met, to include titles, UCC's, mortgages, deeds and title commitments
Coordinates with outside vendors, attorney, etc. as necessary to obtain documentation
Reviews real estate title work to identify existing exceptions; coordinates with attorney, banker and customer to achieve resolution
Communicates to lender any issues affecting loan closing; identifies any legal, documentation or policy deficiencies and assists in correction of issues impacting closing
Reviews attorney prepared title work; identifies exceptions requiring removal (unpaid taxes, judgments, liens, lis pendens notices) and works with attorneys to ensure proper lien perfection
Provides excellent customer service in daily interaction with lenders and their clients
Identifies "critical" exceptions in closed package
Monitors own work to ensure quality
Initiates imaging process by setting requirements for loans in Info-Access
Utilizes intranet-based DAC Tracking tool to track productivity and workflow; reviews daily reports to self-manage work in progress MINIMUM REQUIRED EDUCATION & EXPERIENCE
High school diploma or GED; Associate Degree in Business or a related field preferred
1-2 years of clerical office experience; prior banking experience highly preferred
No certification, licensure or registrations are required to successfully apply for this job; however, the following certifications from Hancock Bank's Computer Based Training (CBT) are required, if applicable, once in this position: Certification in Banking Regulations (Reg. B, Reg. CC, Reg. O, Reg. Z) Certification in HMDA Compliance Certification in CRA, RESPA, RMR
Regulations MINIMUM REQUIRED KNOWLEDGE
Exhibits strong verbal and written communication skills
Ability to communicate with a variety of audiences
Possesses strong interpersonal and customer service skills and the ability to work well across teams
Is a self-starter with strong organizational skills
Has the ability to multi task and prioritize workload in a fast paced environment
Possesses analytical, problem solving and conceptual skills
Ability to formulate conclusions and recommend course of action based on analysis
Loan documentation knowledge of consumer, commercial and real estate loans
Knowledge of loan policy and procedure
Knowledge of federal compliance laws and those in the applicable states
Ability to work independently with little supervision
Ability to manage several projects simultaneously
Ability to make decisions independently CORE COMPETENCIES
The company has identified a set of core competencies that are vital to our business achieving a competitive advantage and delivering a unique value to our customers. These competencies are the skills, knowledge, and abilities each and every associate must exhibit to fulfill this competitive advantage. Organization and Planning:
Detail- and results-oriented; develops realistic action plans
Commitment to Excellence:
Sets and achieves challenging goals; measures self against a standard of excellence
Resilience and Balance:
Maintains a stable performance and can be effective under pressure
Interpersonal Versatility:
Treats all people with respect and honor along with sensitivity to cultural differences
Influence:
Approaches work and fellow associates in a manner that portrays leadership, respect, trust, courtesy, empathy, and integrity POSITION SPECIFIC COMPETENCIES
Cognitive Competencies:
Verbal Comprehension, Judgment & Decision Making, Business Skills Application, Organizational & Planning, Strategic Thinking Motivation Competencies:
Commitment to Excellence, Energy, Optimism, Interpersonal Competencies:
Listening, Interpersonal Skills, Collaborative ESSENTIAL MENTAL & PHYSICAL REQUIRMENTS
Ability to work under stress and meet deadlines
Ability to operate a keyboard if required to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions
Ability to travel if required to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. DISCLAIMER
This job description is only valid as of the date it was revised. Please contact the HR Compensation Department to obtain the latest version. Information contained herein should be treated as confidential to Hancock Holding Company. NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBLITIES TO THE JOB AT ANY TIME
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.