Sunflower Bank, N.A.
Commercial Loan Documentation Preparation Specialist
Sunflower Bank, N.A., Plano, Texas, us, 75086
Commercial Loan Documentation Preparation Specialist
Join to apply for the
Commercial Loan Documentation Preparation Specialist
role at
Sunflower Bank, N.A.
At Sunflower Bank, we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full‑service financial institution, we offer a full range of relationship‑focused services to meet personal, business, and wealth‑management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com.
Commercial Loan Documentation Preparation Specialist
is responsible for activities related to document preparation and review of required information necessary for commercial lending transactions including new loans and/or modifications of existing credit facilities with varying levels of complexity. The position accurately performs pre‑closing and post‑closing duties related to complex commercial loan documentation and operations in a multi‑state environment.
Responsibilities
Prepare commercial loan documentation with an emphasis on operational excellence.
Perform document review to ensure accuracy and completeness of all transactions by conducting a self‑review of work completed.
Obtain and review all pertinent information required to document loans for delivery to lender prior to the requested time.
Proactively identify issues that could potentially delay or prevent closings, notify the appropriate parties and work to resolve issues efficiently.
Review LaserPro and attorney‑prepared documents prior to booking and funding to ensure loan stipulations on the Loan Approval and Credit Memorandum are met.
Maintain knowledge of all aspects of commercial loan documentation, understanding legal entities and loan documents such as Notes, Security Instruments, Loan Agreements etc.
Work independently and prioritize a high volume of work.
Review loan risks and competing security interests by examining UCC records.
Maintain knowledge of regulatory requirements.
Maintain knowledge of current loan policies.
Qualifications
Minimum of 6 years of banking experience with a minimum of 4 years in a commercial lending environment.
Prior experience in creating commercial loan documentation with the use of LaserPro strongly preferred.
Detail oriented to ensure accuracy of each loan.
Personal understanding of entity documents for all types of borrowing entities.
Previous experience with regulatory compliance items for both consumer and commercial loans.
Thorough understanding of complex loan and security documentation, including the requirements of all types of lien perfection.
Ability to work quickly and independently in a fast‑paced environment.
Perform assigned tasks within the established Service Levels.
Maintain personal performance within the established thresholds.
Excellent oral and written communication skills.
Ability to develop and maintain working relationships with peers, co‑workers and other bank employees, building trust and mutual respect.
Benefits People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.
Our supportive culture empowers team members to grow and seize new opportunities.
401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company‑paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more associate perks & incentives!
Pay is dependent on knowledge, skills, abilities, experience, and location.
EOE/AA: Minorities/Females/Disabled/Vets
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
Privacy policy available on our website. If you are a California resident, you may be entitled to certain rights regarding your personal information.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance and Sales
Industries: Banking
#J-18808-Ljbffr
Commercial Loan Documentation Preparation Specialist
role at
Sunflower Bank, N.A.
At Sunflower Bank, we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full‑service financial institution, we offer a full range of relationship‑focused services to meet personal, business, and wealth‑management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com.
Commercial Loan Documentation Preparation Specialist
is responsible for activities related to document preparation and review of required information necessary for commercial lending transactions including new loans and/or modifications of existing credit facilities with varying levels of complexity. The position accurately performs pre‑closing and post‑closing duties related to complex commercial loan documentation and operations in a multi‑state environment.
Responsibilities
Prepare commercial loan documentation with an emphasis on operational excellence.
Perform document review to ensure accuracy and completeness of all transactions by conducting a self‑review of work completed.
Obtain and review all pertinent information required to document loans for delivery to lender prior to the requested time.
Proactively identify issues that could potentially delay or prevent closings, notify the appropriate parties and work to resolve issues efficiently.
Review LaserPro and attorney‑prepared documents prior to booking and funding to ensure loan stipulations on the Loan Approval and Credit Memorandum are met.
Maintain knowledge of all aspects of commercial loan documentation, understanding legal entities and loan documents such as Notes, Security Instruments, Loan Agreements etc.
Work independently and prioritize a high volume of work.
Review loan risks and competing security interests by examining UCC records.
Maintain knowledge of regulatory requirements.
Maintain knowledge of current loan policies.
Qualifications
Minimum of 6 years of banking experience with a minimum of 4 years in a commercial lending environment.
Prior experience in creating commercial loan documentation with the use of LaserPro strongly preferred.
Detail oriented to ensure accuracy of each loan.
Personal understanding of entity documents for all types of borrowing entities.
Previous experience with regulatory compliance items for both consumer and commercial loans.
Thorough understanding of complex loan and security documentation, including the requirements of all types of lien perfection.
Ability to work quickly and independently in a fast‑paced environment.
Perform assigned tasks within the established Service Levels.
Maintain personal performance within the established thresholds.
Excellent oral and written communication skills.
Ability to develop and maintain working relationships with peers, co‑workers and other bank employees, building trust and mutual respect.
Benefits People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.
Our supportive culture empowers team members to grow and seize new opportunities.
401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company‑paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more associate perks & incentives!
Pay is dependent on knowledge, skills, abilities, experience, and location.
EOE/AA: Minorities/Females/Disabled/Vets
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
Privacy policy available on our website. If you are a California resident, you may be entitled to certain rights regarding your personal information.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance and Sales
Industries: Banking
#J-18808-Ljbffr