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Loan Operations - Documentation Coordinator III

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NBH Bank

3mo ago

  • Job
    Full-time
    Senior Level
  • Customer Relations
    Banking & Finance

AI generated summary

  • You need a high school diploma, 5+ years of experience, Laser Pro knowledge, SBA/Agricultural docs experience, MS Office proficiency, strong communication skills, and the ability to work independently.
  • You will verify loan submissions, prepare documentation, review loan documents for accuracy, ensure collateral perfection, assist in training, and maintain compliance with regulations.

Requirements

  • High School Diploma or equivalent.
  • 5+ years of relevant job experience.
  • Associate’s Degree in business or equivalent
  • 7+ years of relevant job experience
  • Laser Pro experience
  • SBA and Agricultural documentation experience desired.
  • Proficient in MS Office applications which include Outlook, Word, Excel.
  • Must possess strong oral communication skills (including excellent telephone etiquette),
  • Take initiative to research and resolve problems prior to asking for assistance from supervisor.
  • Ability to make sound and timely decision, to consistently deliver on commitments, and assume responsibility for results.
  • Responsive and flexible; ability to adapt to changes in the work environment and modify approaches or methods to best fit the situation.
  • Must be self-directed and able to prioritize multiple duties.
  • Ability to work with minimal supervision while performing duties.

Responsibilities

  • As a Loan Documentation Coordinator III, you will verify loans submitted in the capital stream workflow application to ensure preliminary information has been uploaded, properly entered and approved, gathering all remaining necessary information needed to close loan.
  • You will be responsible for a variety of tasks including preparing all documentation required in accordance with the approval in the capital stream workflow application in a timely manner, reviewing loan documents prepared by outside counsel for accuracy, and checking documentation prior to closing for completeness and accuracy.
  • As the Coordinator you will ensure that collateral is perfected prior to booking/funding the loan, review incoming original loan documents to ensure loan has been properly perfected, documented and loan package is complete, and identify and input non-financial ticklers in the capital stream workflow application for on-going monitoring or missing items.
  • Additionally, Loan Documentation Coordinator III’s are expected to thoroughly review co-worker’s documentation for accuracy and make sure it is consistent with loan approval.
  • You will assist supervisor with training and developing training materials, and research documentation questions and serve as lead documentation resource for co-workers and lenders.
  • You will assist in researching complex credits to determine status in conjunction with regulations, build a great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position.
  • All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

FAQs

What is the primary role of a Loan Operations - Documentation Coordinator III?

The primary role is to verify loans submitted in the capital stream workflow application, ensure documentation is complete and accurate, and gather necessary information to close loans.

What qualifications are required for this position?

A High School Diploma or equivalent and 5+ years of relevant job experience are required.

Are there any desired qualifications for an ideal candidate?

Yes, desired qualifications include an Associate’s Degree in business or equivalent, 7+ years of relevant job experience, Laser Pro experience, and SBA and Agricultural documentation experience.

What are the key skills needed for this position?

Key skills include proficiency in MS Office applications, strong oral communication skills, problem-solving abilities, adaptability, self-direction, and the ability to prioritize multiple duties.

Is prior experience with loan documentation necessary?

While not strictly necessary, 5+ years of relevant job experience is required, and experience with loan documentation is highly beneficial.

What is the work environment like for this role?

The work environment is an office setting with traditional hours, requiring extended periods of sitting and the ability to work a rapid pace for long durations.

What benefits does the company offer?

The company offers a generous benefits package including insurance, 401k, an associate stock purchase program, paid time off, and associate banking perks.

Is training provided for this position?

Yes, the position involves assisting supervisors with training and developing training materials for co-workers.

Are associates encouraged to seek further development?

Yes, the company is committed to meritocracy and supports associates in growing within their roles.

What measures does the bank take regarding equal opportunity?

The Bank’s policy is to provide equal opportunity to all without regard to legally protected categories and is proud to be a drug-free workplace.

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NBH Bank

Finance
Industry
1001-5000
Employees

Mission & Purpose

NBH Bank is a subsidiary of National Bank Holdings Corporation (NYSE: NBHC). NBH Bank provides clients with a full range of financial products and services throughout Utah, Idaho, Wyoming, Colorado, Kansas, Missouri, New Mexico and Texas. With over 1,100 associates and more than 100 convenient banking center locations and ATMs, we focus on consumer, small business and commercial banking relationships. At NBH Bank, we believe that banks have an obligation to deliver common sense banking–smart banking solutions and exceptional service that put our clients first. NBH Bank Common Sense Banking is delivered in a locally relevant way–the way banking should be provided–through our family of community banks: Bank Midwest, Community Banks of Colorado and Hillcrest Bank.