Loan Documentation Specialist
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What you'll do
- Perform review of business banking, SBA and other bank documented loans ensuring accuracy and meeting requirements of loan approval and policy. This will include reporting any exceptions to the appropriate parties and escalation of potential risk, and resolution of exception items.
- Provide support to internal and/or external customers, cross train on other team duties as assigned and provide coverage for other team duties as required.
- Maintain proficient knowledge of, and demonstrate ongoing compliance with, all laws and regulations applicable to this position. Adhere to policies, procedures, and internal controls. Ongoing focus on risk and fraud mitigation.
- Uphold service level standards under normal conditions.
- Assist with employee training and onboarding
- Other duties as assigned
What they're looking for
- High School Diploma or GED required
- Ability to follow procedures, interrogate data required, and identify and communicate risks
- Basic organizational skills required
- Good communication skills (written and oral) required
- Strong reading and comprehension skills required
- Basic computer skills required
Nice to have
- Associates Degree preferred
- Professional or customer service experience preferred
- Basic accounting skills preferred
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Activities directly impact customer accounts, bank reporting, and risk mitigation. May prepare reports and furnish information to authorized persons within and external to the bank. Provides guidance to all levels of employees regarding policies and procedures as they pertain to tasks performed.
Education and Experience:
- High School Diploma or GED required
- Associates Degree preferred
- Professional or customer service experience preferred
Skills and Abilities:
- Ability to follow procedures, interrogate data required, and identify and communicate risks
- Basic organizational skills required
- Good communication skills (written and oral) required
- Strong reading and comprehension skills required
- Basic computer skills required
- Basic accounting skills preferred
Unique Job Requirements & Characteristics
- Ability to deliver high quality work in a friendly and fast paced environment
- Ability and willingness to learn new skills
Tasks Performed:
- 50% Perform review of business banking, SBA and other bank documented loans ensuring accuracy and meeting requirements of loan approval and policy. This will include reporting any exceptions to the appropriate parties and escalation of potential risk, and resolution of exception items.
- 15% Provide support to internal and/or external customers, cross train on other team duties as assigned and provide coverage for other team duties as required.
- 15% Maintain proficient knowledge of, and demonstrate ongoing compliance with, all laws and regulations applicable to this position. Adhere to policies, procedures, and internal controls. Ongoing focus on risk and fraud mitigation.
- 10% Uphold service level standards under normal conditions.
- 5% Assist with employee training and onboarding
- 5% Other duties as assigned
Physical Requirements:
- Communicate effectively with internal and/or external customers
- Stationary 75% of time or greater
- Move Objects to Maximum 10 lbs
Why Work at NBT
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees:
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Pet Insurance: For all your furry friends.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
Company
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