Commercial Documentation Specialist

C&F Bank • Toano, VA

74d

About The Position

The commercial documentation associate will have minimal external customer contact, a focus on routine tasks, and have a mild progression in overall departmental responsibilities. Job functions will have moderate regulatory and reputational risk. This position includes duties such as disbursement of funds, reviewing loan documents, and resolving post-closing issues.

Functional Area of Focus:

Review loan documents
Special projects and other duties as assigned

Requirements

• A combination of education, training, and work experience is considered.
• A High School diploma or GED is required.
• Excellent interpersonal and communication skills are required.
• Demonstrated PC skills are required; a level of proficiency with Microsoft Office (Word, PowerPoint, Excel, and Outlook) and navigating the internet is necessary to be successful in this role.
• Experience with typical office equipment is necessary.
• Ability to balance meeting daily objectives while promptly responding to telephone and email inquiries.

Nice To Haves

• Two years of banking experience preferred.
• Past experience regarding documentation may expand the responsibilities of the role.
• The individual must be able to demonstrate an increased level of proficiency in various Bank systems based on role/responsibilities.

Responsibilities

• Reviews signed loan documents for proper signatures and dates (in-house and attorney closed loans)
• Disburses funds to attorney or title agent via wire transfer or account deposit
• Completes and processes any necessary transaction tickets related to closings/fundings
• Notifies processor and confirms disbursement
• Communicates with Attorneys, Appraisal, and Title Company as needed to resolve post-closing issues
• Barcodes and prepares packages for booking
• Submits loans to boarding in nCino
• UCC Filings and amendments
• Image DocuSign packages to Director
• Image other docs to director prior to sending to booking
• Marks documents as Approved in nCino in order for them to move to Director
• Port Setup
• Line Setup
• ID Verifications
• Answering incoming calls and assisting internal customers as needed
• Maintain knowledge of all commercial loans and their status
• Other special duties

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 251-500 employees