Loan Documentation Specialist I
About this role
Summary:
Create loan documents and perform pre-documentation and post-documentation reviews on non-complex consumer and commercial loan requests by preparing, reviewing, and maintaining loan files under established procedures.
Essential Duties and Responsibilities:
- Prepare standard consumer and commercial loan documents on non-complex loan requests using approved templates
- Assist with pre-documentation file reviews for completeness and accuracy
- Perform post-documentation activities including imaging, indexing, and file maintenance
- Track receipt of executed loan documents and trailing items
- Respond to routine internal inquiries related to loan documentation status
- Identify documentation exceptions and escalate as appropriate
Education And/Or Experience:
- High school diploma or equivalent required; associate degree preferred
- 0–2 years of banking, loan operations, or documentation experience
- Basic understanding of loan documentation and filing requirements
Knowledge/Skills/Abilities:
- Attention to detail
- Time management
- Document accuracy
- Willingness to learn
Physical Requirements:
- Ability to remain seated for extended periods while working at a computer workstation
- Frequent use of hands and fingers for keyboarding, data entry, and handling documents
- Ability to view computer screens for prolonged periods with close visual attention to detail
- Occasional standing, walking, bending, and reaching within the office environment
- Ability to lift and carry files or office materials weighing up to 25 pounds
- Ability to communicate clearly and professionally in person, by telephone, and via electronic communication
These physical requirements are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Regent Bank is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by law.
Company at a glance
Evolving with Excellence for Over a Century
Established over 100 years ago, Regent Bank has experienced transformative growth since being acquired by Regent Capital Corporation in 2008. From our humble beginnings as a community bank with $72 million in assets, we have expanded into a formidable regional business bank, now serving clients across six major markets with assets exceeding $1.7 billion.
At Regent Bank, we are deeply proud of our roots in Nowata, OK, and equally excited about our presence in the vibrant cities of Tulsa, Broken Arrow, Oklahoma City/Edmond, Springfield, MO, and our newest addition, Frisco, TX. Our growth is fueled by a commitment to excellence and a deep understanding of the unique needs of the businesses and communities we serve.
Our approach to banking is simple yet powerful: listen intently, respond rapidly, and deliver superior solutions. By focusing on providing a premium client service experience, we ensure that each decision is timely, each interaction is valuable, and every client relationship is treated with the utmost importance.
As we look to the future, Regent Bank remains dedicated to building on our legacy of trust and innovation, driving growth for our clients, and enhancing the economic well-being of the communities we are privileged to serve.
Member FDIC & Equal Housing Lender.
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