Loan Documentation Specialist
Full Time
Staff
Novato, CA, US

Overview
We are seeking a Loan Documentation Specialist to join our Credit Risk Management team located in our corporate office in Novato, CA. The Loan Documentation Specialist supports loan documentation and quality control functions by preparing loan documents for all commercial, consumer, real estate, and construction loans. This role ensures that all policies, procedures, and applicable compliance regulations are adhered to, while meeting customer, officer, and department standards for accuracy and efficiency.

Essential Job Functions

• Review incoming documentation requests for completeness and determine appropriate structure and documentation required for all loan types.

• Set up or update existing customer information on the institution’s core system.

• Prepare loan documentation, including appropriate provisions and exhibits, for all loan types using Laser Pro software.

• Complete documentation checklists and distribute loan documents to analysts, loan officers, and portfolio managers, as applicable.

• Review loans to determine if HMDA applies; ensure packages are complete and accurate; and input applicable information into Laser Pro.

• Review CRA worksheet for accuracy.

• Verify Beneficial Ownership Form and input applicable information into the core system.

• Ensure key legal and customer scanned documents are captured in the imaging system.

• Input and maintain credit covenant ticklers for all commercial loans.

• Ensure aggregated debt is current and accurate on the core system for all documentation requests.

Professional and Educational Experience

• Minimum 1 year related experience and/or training.

• Associate’s degree (A.A.) or equivalent from a two-year college or technical school; or an equivalent combination of education and experience.

Benefits & Growth

This is a growing organization with career advancement opportunities. A comprehensive benefits package is offered, including:

• Health care coverage

• Retirement savings plan with employer match

• Employee stock ownership plan (employer-paid)

• Tuition reimbursement

• Employee volunteer program

• Additional programs to support employee needs

Details about total compensation and benefits will be provided during the hiring process.