We use cookies. Find out more about it here. By continuing to browse this site you are agreeing to our use of cookies.
#alert
Back to search results
New

Loan Documentation Specialist

Central Valley Community Bank
United States, California, Fresno
7100 North Financial Drive (Show on map)
Apr 30, 2025
STATUS: Non-exempt, regular full-time, 40 hours per week
DEPT/LOCATION: Operations-Loan Servicing / Fresno, CA

Job Summary and Scope of Responsibility: Prepare consumer/retail and business loan document packages.

Essential Functions: With or without reasonable accommodation must be able to perform all essential job functions as described below.

  • Maintain documentation and boarding log.
  • Transfer loan data from a Credit Authorization Memorandum (CAM) into text and enter loan data into LaserPro.
  • Prepare consumer and small business loan document packages using computer-based software.
  • Perform pre-documentation audit on loan packages received from loan originators.
  • Audit basic loan documentation packages prepared by other team members.
  • Prepare employee and director loan document packages.
  • Prepare commercial and agri-business loan documentation packages.
  • Audit or preview complex loan documentation packages, prepared by other team members, and Lawyer Pro changes.
  • Serve as subject matter expert and provide assistance to less experienced loan documentation specialists.
  • Cross train and perform, as scheduled, five additional key functions within the department.

Minimum Qualifications to Perform Essential Functions
Knowledge, Skills and Abilities:

  • Aptitude for detail and organization.
  • Effective math skills, including ratios, percentages, interest and amortization.
  • Ability to independently identify, schedule, prioritize and monitor completion of critical tasks and deadlines.
  • Professional and service-oriented demeanor and verbal communication skills.
  • Ability to independently identify and adapt to changes in priorities.
  • Good judgment, decision-making and problem-solving skills.
  • Ability to perform five additional key loan servicing functions.
  • Ability to identify, evaluate and resolve documentation errors.
  • Computer proficiency, including internet browsers and Microsoft Office Suite products.
  • Proficiency at speaking, reading and writing English.
  • Ability to perform essential job functions under minimal supervision.

Experience and/or Education:

  • One year of experience generating consumer and/or small business loan packages.
  • Two years of experience generating loan documents at a commercial bank, preferred.

Excellent benefits package for eligible employees and their families. Competitive salary BOE in the range of $25.28 - $32.15 Hourly.

Equal Employment Opportunity Employer/Veterans/Disabled.

Applied = 0

(web-94d49cc66-r6t7c)