Loan Documentation Specialist

Post Date

Jun 06, 2025

Location

St. Petersburg,
Florida

ZIP/Postal Code

33716
US
Aug 08, 2025 Insight Global

Job Type

Perm

Category

Accounting / Finance

Req #

NYC-787308

Pay Rate

$50k - $70k (estimate)

Job Description

A large commercial and consumer banking client is looking for a Loan Documentation Specialist to join their Commercial Lending Department. This individual would be responsible for preparing all commercial loan documents for new and existing commercial loans. This person will work with the credit memo, loan offering, commitment letter or approval memo to select documents required. Depending on the transaction, they will work with various documents such as promissory notes, loan agreements, mortgages, guaranties, assignments, security agreements, UCC filings, modifications, amendments, and others.

Responsibilities include:
- Preparing loan documents for any incoming loans, reviewing loan approval and supporting documents.
- Review entities and determine signing authority.
- Work within Laserpro and to generate documents
- They will follow up with lenders, legal, or other internal groups to collect any missing documents
- Review Lines of Credit Renewals, review credit memos and offers and commitment letters for accuracy in comparison to the existing loan documentation

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here.

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Required Skills & Experience

- 2+ years of experience within commercial loan operations
- Experience with Loan Documentation or experience as a Loan Assistant
- Understanding of lien perfection and recording requirements.

Nice to Have Skills & Experience

- Experience reviewing titles

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.