Senior Documentation Specialist

Angott Search Group is pleased to partner with a financial services organization serving credit unions in the search for a Senior Documentation Specialist.

Responsibilities:

• Prepare loan documentation for new loans, renewals, and modifications, including Commercial Real Estate, Lines of Credit, Term Loans, Construction Loans, and SBA Loans.
• Coordinate due diligence activities, including ordering title work, surveys, and insurance, and tracking third-party documentation.
• Organize and maintain pre-close loan files, ensuring all required documentation is received and complete.
• Work with business development officers, loan officers, credit analysts, and borrowers to gather required documentation and clear pre-closing conditions.
• Coordinate loan closing activities and facilitate funding and disbursement of loan proceeds.
• Prepare wires and coordinate loan fund disbursements.
• Review and audit executed closing documents for accuracy and completeness.
• Ensure post-closing requirements are met, including recordings, final policies, and exception tracking.
• Support loan file preparation for booking, imaging, and servicing.
• Collaborate with underwriting and portfolio management teams to ensure smooth transition of loan files through the process.
• Coordinate documentation workload assignments to ensure balanced distribution and timely closings.
• Provide training, coaching, and support to documentation staff and internal stakeholders.
• Identify, research, and help resolve documentation and due diligence issues as they arise.
• Participate in policy development discussions and contribute to process improvement initiatives.

Qualifications:

• Bachelor's degree required, or equivalent combination of education and experience.
• Minimum 5 years of commercial lending, credit, or loan documentation experience required.
• Strong knowledge of commercial loan types, including CRE, C&I, construction, and SBA lending.
• Experience with loan closing processes, due diligence, and documentation preparation.