What are the responsibilities and job description for the LOAN DOC SPECIALIST position at Pinnacle Bank/Bank of Colorado?
Description
GENERAL SUMMARY:
Provide all branches/customers with accurate, efficient and professional service. Collects and interprets loan information for preparation of accurate loan documents. Applies bank loan policies to documents to reduce risk to the bank and help the branches use the correct documents for collateral perfection. Maintains loan tickler system for ensuring loan files are complete and reoccurring items are properly tracked. Ensures compliance with regulations to secure various loans and meet government requirements.
RESPONSIBILITIES AND DUTIES:
- Type and prepare note and related documentation in an accurate and efficient manner.
- Review loan documentation for completeness, correctness and compliance.
- Type and prepare modification documentation for existing loans.
- Performs maintenance on Suntell Doc Tracking ticklers to update all information (dates, recurrences, grace periods, etc.) needed in regard to new loan files and changes to existing loans.
- Prints and reviews daily Suntell audit reports of assigned branches to perform quality reviews of items maintenance by branch staff.
- Assist branches in error resolution.
- Review and assist branches with data accuracy in lending programs.
- Performs other related duties as assigned by management.
- Regular and reliable attendance.
KNOWLEDGE, SKILLS AND ABILITIES:
- Knowledge of bank operations, policies and procedures.
- Knowledge of loan documents and loan processes.
- Knowledge of basic loan terminology.
- Knowledge of word processing and spreadsheet software.
- Skill in communicating effectively with management, customers and co-workers.
- Skill in customer relations.
- Detail Oriented and Problem-Solving abilities including basic loan math.
- Ability to work as a team player.
EDUCATION AND EXPERIENCE:
- High school graduate or equivalent with previous banking experience or equivalent work experience.
- Previous experience with common loan terminology preferred.
PHYSICAL REQUIREMENTS:
Seeing: 75-100%
Must be able to read reports, see computer screen
Grasping/Feeling: 75-100%
Must be able to use computer, write entries and reports
Hearing: 50-74%
Must be able to communicate with co-workers, customers
Standing/Walking: 25-49%
Must be able to run errands for bank, stand for filing purposes
Climbing/Stooping/Kneeling: 25-49%
Must be able to obtain files
Lifting/Pulling/Pushing: 25-49%
Must be able to lift files
PHYSICAL DIMENSIONS:
Light work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry or otherwise move objects. Job involves sitting most of the time and walking and standing some of the time. Facilities are located in Fort Collins.
NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skill required of personnel so classified.
More Details
Monday - Friday 8-5 (In office)
About Pinnacle Bank/Bank of Colorado
We take pride in our heritage as a family-owned, community bank. Our commitment to our customers and community is at the forefront of how we do business.
We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.
As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.
At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.
We also offer personal banking services, including accounts, mortgages, personal loans and technology products.
We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other benefits include:
We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.
As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.
At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.
We also offer personal banking services, including accounts, mortgages, personal loans and technology products.
We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other benefits include:
*Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.
We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at personnel@pinnbank.com or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT].
We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at personnel@pinnbank.com or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT].
