Senior Documentation Specialist - Outside Counsel Liaison
$81,120–$97,760 year
On-siteFresno, California, United States
Job Summary
Facilitate information exchange between outside counsel and internal stakeholders by preparing documentation, performing final reviews of mid-to-large complex loans, and analyzing structures to mitigate bank risk. Maintain compliance by auditing documents for accuracy, ensuring adherence to statutes, regulations, and bank policies, while engaging and clearing conflict checks with counsel. Track pending deal progress, identify bottlenecks, and coordinate regular calls with the loan team, borrower, and counsel to prepare agendas and record actions. Create and update commercial lending forms, policies, and procedures.
Required Qualifications
- High school diploma or equivalent
- 7 years of commercial loan documentation experience or equivalent
- Comprehensive knowledge in all aspects of loan processing and documenting commercial, construction and other various products
Desired Qualifications
- Bachelor's degree in a related field
- Paralegal certification
- Experience with Laser Pro
- Excellent customer service and organizational skills
- Ability to work in a fast-paced environment
- Exceptional verbal, written and interpersonal communication skills
- Ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence, and procedures, speak clearly to customers and employees
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.