Note Documentation Specialist I

Job Description

We are seeking a Note Documentation Specialist I to join our Note Department! The Note Documentation Specialist I performs a variety of centralized services duties pertaining to the boarding and servicing of commercial loans including, but not limited to loan documentation preparation, coordination and/or review, documentation storage preparation/maintenance, loan funding and any other duties as assigned.

Responsibilities Include But Are Not Limited To

• Documentation preparation and review.
• Loan boarding in order management software as well as third party vendors where applicable.
• Wire preparation.
• GL Batch preparation and processing.
• Reads and understands the Banks General Loan Manual and all loan policies & procedures.
• Understand and adhere to all compliance regulations as presented in various training meetings.
• Answer phone calls and email inquiries promptly and professionally.
• Uploads and stores loan documentation to applicable software.
• In-depth, often complex research.
• Generating established reports and processing activity accordingly.
• This position is a backup to the Note Operations Specialist position.
• Frequent communication with Business Banking Center personnel and third-party vendors.
• Maintains advanced knowledge and awareness of financial industry status and trends.
• Reinforces the application of superior customer service through his or her own example along with appropriate follow through with involved customers and employees.
  
  

Required Experience

Minimum Requirements:

• 2+ years of experience in banking and/or lending
• College degree is a plus
• Proficiency in Microsoft Excel and word
• Detail-oriented with a proven ability to learn new skills and systems rapidly.
• Must have the ability to prioritize and multi-task in a high-pressure environment.
• Possess strong written/verbal communication skills as well as excellent organizational/time management skills.
• Ability to work with minimal supervision while performing duties.
  
  

Target compensation: $26.50 per hour, depending on experience.

Benefits

401K, Competitive Medical: PPO, HMO, Vision, Dental, Short- and long-term disability, 11 paid holidays

Mission Bank is an Equal Opportunity Employer and with opportunities for advancement. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories.

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Keyword: Note Documentation Specialist I