Loan Operations - Documentation Coordinator III

NBH Bank • Salt Lake City, UT

2d

About The Position

It starts with our culture ...
Common sense has never been common.
If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn’t just see a number, they’d see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people’s lives and offer simple solutions.
That's the basics of Relationships. Fairness. Simplicity®. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.
We have a long-standing commitment to Equity, Diversity, and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization, and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.
As a Loan Documentation Coordinator III, you will verify loans submitted in the capital stream workflow application to ensure preliminary information has been uploaded, properly entered and approved, gathering all remaining necessary information needed to close loan. You will be responsible for a variety of tasks including preparing all documentation required in accordance with the approval in the capital stream workflow application in a timely manner, reviewing loan documents prepared by outside counsel for accuracy, and checking documentation prior to closing for completeness and accuracy. As the Coordinator you will ensure that collateral is perfected prior to booking/funding the loan, review incoming original loan documents to ensure loan has been properly perfected, documented and loan package is complete, and identify and input non-financial ticklers in the capital stream workflow application for on-going monitoring or missing items.
Additionally, Loan Documentation Coordinator III’s are expected to thoroughly review co-worker’s documentation for accuracy and make sure it is consistent with loan approval. You will assist supervisor with training and developing training materials, and research documentation questions and serve as lead documentation resource for co-workers and lenders. You will assist in researching complex credits to determine status in conjunction with regulations, build a great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position.
All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

Requirements

• High School Diploma or equivalent.
• 5+ years of relevant job experience.
• Proficient in MS Office applications which include Outlook, Word, Excel.
• Must possess strong oral communication skills (including excellent telephone etiquette)
• Take initiative to research and resolve problems prior to asking for assistance from supervisor.
• Ability to make sound and timely decision, to consistently deliver on commitments, and assume responsibility for results.
• Responsive and flexible; ability to adapt to changes in the work environment and modify approaches or methods to best fit the situation.
• Must be self-directed and able to prioritize multiple duties.
• Ability to work with minimal supervision while performing duties

Nice To Haves

• Associate’s Degree in business or equivalent
• 7+ years of relevant job experience
• Laser Pro experience
• SBA and Agricultural documentation experience desired.

Responsibilities

• verify loans submitted in the capital stream workflow application to ensure preliminary information has been uploaded, properly entered and approved, gathering all remaining necessary information needed to close loan
• preparing all documentation required in accordance with the approval in the capital stream workflow application in a timely manner
• reviewing loan documents prepared by outside counsel for accuracy
• checking documentation prior to closing for completeness and accuracy
• ensure that collateral is perfected prior to booking/funding the loan
• review incoming original loan documents to ensure loan has been properly perfected, documented and loan package is complete
• identify and input non-financial ticklers in the capital stream workflow application for on-going monitoring or missing items
• thoroughly review co-worker’s documentation for accuracy and make sure it is consistent with loan approval
• assist supervisor with training and developing training materials
• research documentation questions and serve as lead documentation resource for co-workers and lenders
• assist in researching complex credits to determine status in conjunction with regulations
• build a great rapport with clients and fellow associates
• treat others with respect and consideration regardless of their status or position
• maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements

Benefits

• insurance
• 401k
• an associate stock purchase program
• paid time off
• associate banking perks

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees