Senior Loan Documentation Specialist
Company: FIRST BANK
Location: Doylestown
Posted on: March 23, 2026
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Job Description:
Our goal is to hire and retaintalented people with engaging
personalities and exceptional work ethics. Webelieve in recognizing
and rewarding employees who consistently perform at ahigh level. We
offer competitive salaries basedupon experience and a comprehensive
benefits package upon satisfyingeligibility conditions, including
health and dental insurance, life insurance,short term and long
term disability, and the Bank's 401k Plan. Position Summary:
TheSenior Loan Documentation Specialist consistently provides
exceptional outputwhen reviewing and generating in-house loan
documents. Loan documents must beprepared in accordance with loan
approvals, regulatory requirements, and Bankpolicies and
procedures. The Senior Loan Documentation Specialist
conductscommercial loan documentation reviews and prepares loan
documents while ensuringall terms and conditions match what was
approved. This candidate must be ableto manage a steady workload
and work independently. This person will occupy aleadership role
and should offer their expertise. They will have extensiveknowledge
of processes and procedures and will successfully put that
knowledgeto practice in their daily work. Toachieve success, an
individual must be able to perform each essential dutylisted below
with a high degree of proficiency and understanding of
loandocumentation requirements. Essential Duties &
Responsibilities: · Preparein-house loan documentation for new
loans, extensions, renewals and modifications · Accuratelyanalyze
loan structure for loan requests as per Presentation for
Approvals(PFA) · Analyzepre-closing checklists and documentation
provided by the Loan Administrator · Reviewtype of collateral being
taken by the Bank for appropriate documentation and ensureBank's
ability to perfect its required lien position · Ensureall formation
documentation such as Articles of Inc., Certificate of
Formation(for LLC's), Files LP-1 (for Limited Liability
Partnerships), By-Laws,Operating Agreements, Partnership Agreements
and Certificates of Trust, etc.,is provided in the loan file, as
applicable · Inputinformation to Compliance One Lending platform
per Presentation for Approvals,New Loan Pre-Closing Checklist and
Entity Formation Documents · Preparelegal documentation for
internally prepared loan documents as indicated toperfect security
interests for all commercial loan closings to ensurecompliance with
State Laws and Bank Policy · Reviewdraft loan documents prepared by
co-worker for accuracy and completeness · Providefinal approved
loan documentation packages to the Loan Administrator
and/orRelationship Manager for execution · Researchoutstanding
items listed on the Collateral Exception Report as time allows ·
Any additionalduties as assigned Requirements: Communicate in a
clear, comfortable, and confident manner. Work efficiently and
effectively under deadlines and stress, while maintaining a
professional demeanor. Strong time management and organizational
skills. Problem-solving skills and having the ability to identify a
problem and find a solution. Detail-oriented and able to focus
closely on each activity and constantly find ways to finish tasks
efficiently. Ability to analyze your workflow and identify areas to
improve. Decision-making skills and ability to solve work-related
problems quickly. A willingness to contribute to projects and take
immediate action when an all-hands-on-deck situation arises. Carry
out responsibilities with professionalism and respect for others in
accordance with the Bank's policies. Proficiency with Microsoft
Word, Excel, and Outlook, and the ability to navigate the Bank's
computer-based systems. Education and/or Experience · This is an
experiencedposition requiring specific knowledge of loan closing
processes. Thisindividual must be able to perform essential
commercial loan documentationtasks satisfactorily including but are
not limited to conducting documentationloan reviews and preparing
loan documents while ensuring all terms andconditions match what
was approved. Three to five years' related experience is required.
First Bank is an EEO/AA Employer,M/F-Disabled-Veteran and LGBTQ can
apply to our company for employmentopportunities.
PI5b93789e7767-25448-40026217
Keywords: FIRST BANK, Greenwich , Senior Loan Documentation Specialist, Accounting, Auditing , Doylestown, Connecticut
