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Commercial Document Specialist I

Company: Heartland Bank & Trust Co
Location: Bloomington
Posted on: June 8, 2021

Job Description:

Position Summary

Commercial Loan Document Specialists are frontline representatives who prepare document packages for all commercial loan types and follow established lending policies and procedures. This essential, service-orientated role is responsible for providing A+ Customer Service to lending personnel by responding promptly and accurately to document requests. All Heartland Bank Commercial Loan Document Specialists are multi-functional, customer-oriented individuals who rely on instructions and pre-established procedures to perform the functions of this job. They work under the immediate supervision of others.

Development in this role is progressive and begins with Commercial Loan Document Specialist I, which involves mastering preparation of commercial loan documents including new loans and renewals based on best practices.

The Commercial Loan Document Specialist II role expands to include a higher level of documentation knowledge, increased production and accuracy levels determined by pre and post-closing review.

Essential Job Functions

  • Prepare and deliver compliant, enforceable loan document packages for Commercial loan types utilizing Bank software
  • Review documents to ensure the structure and terms of the loans conform to credit approval and Bank policies
  • Analyze business entity structures to ensure accurate loan documents
  • Communicate issues to lending officers and loan assistants
  • Conduct due diligence of title commitments, flood determinations, insurance and other pre-closing items
  • Set up specific document requirements in the imaging and tracking system
  • Adhere to Bank policies and procedures as well as industry regulations
  • Demonstrate the ability to independently make sound decisions based upon bank policies, procedures, knowledge, and experience
  • Respond positively to peer feedback and coaching
  • Maintain workstation equipment and other office equipment
  • Manage multiple tasks and respond to pressure and change with poise and confidence
  • Assist other co-workers and willingly cross-train in other areas as needed

Core Essential Job Requirements

  • All employees must be able to relate well to customers and coworkers in a positive atmosphere of mutual respect without exhibiting behavioral extremes and be able to respond appropriately to direction and criticism from a supervisor
  • Provide exceptional customer care (both internal and external) in a manner that satisfies individual needs of each customer and builds loyalty to Heartland Bank
  • Promote Heartland Bank within the community by consistently speaking highly of the Bank, its leaders, managers, employees and mission
  • Maintain confidentiality of all customer and employee information
  • Respond positively to feedback and redirection
  • Fully utilizing the systems, tools, training and resources provided to maximize potential
  • Assist other departments as needed
  • Speak English clearly
  • Demonstrate regular attendance and punctuality

Computer Skills Requirements

  • Any experience in the following programs would be beneficial: LaserPro, MS Excel, MS Word, Info-Access, OnBase, SharePoint, Visual Studio

Education and Experience Requirements

  • Associate's Degree preferred or equivalent combination of education and experience
  • Minimum of one year of experience in Consumer or Commercial Loan Processing or Loan Document Preparation

Physical Requirements

  • Regularly: sitting
  • Frequently: talking, hearing, feeling/touching, vision - close, peripheral, depth, ability to adjust focus
  • Occasionally: standing, walking, climbing and/or balancing, reaching with arms and hands, stooping, kneeling, crouching, and/or crawling, lifting objects up to 30 pounds

Heartland Bank and Trust Company is an Equal Opportunity Employer

Keywords: Heartland Bank & Trust Co, Bloomington , Commercial Document Specialist I, Other , Bloomington, Illinois

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