Loan Documentation Specialist

United Bankers' Bank (UBB) is the nation’s first bankers’ bank, providing services to over 1,000 community banks. They are seeking a Loan Documentation Specialist to join their Loan Operations team, where the role involves preparing and tracking loan documentation while ensuring integration with accounting systems. Responsibilities - Prepares/Generates new loan documentation, generates promissory notes, security agreements, limited/unlimited guarantees and participation agreements/renewals/extensions/modifications - Prepares correspondence to accompany mailed loan documents - Creates new loan file/folder, if applicable, and creates working file for pending documents - Enters collateral and insurance information, and sets up pending collateral documents in Sageworks system to track collateral and make sure we have final copies of documentation - Boards/Enters loans onto Jack Henry/Loan system, making sure they are set up correctly, following the terms of the note - Tracks original loan documents - Monitors Paid Loan History Records and determines status and needs of collateral - Monitors weekly FF and Libor rates, along with Senior Documentation position - Sends notice of all changes to Loan department - Maintains list of contact names, sends requests to add branch locations and team requests to add loans to secure file transfer - Maintains collateral safekeeping records - Issues collateral receipts for new stock certificates and return collateral receipts/certificates for stocks being released - Maintains original note and safekeeping drawers - Performs yearly audits of each, along with Senior Documentation position - Facilitates running the system monthly reports - Sorts and distributes daily mail - May serves as backup for loan payments/advance requests - Assists with maintenance and tracking of Construction loans - Assists with monitoring and tracking Real Estate property tax information Skills - Associate's degree in Accounting or related field or high school diploma plus equivalent work experience - 1 - 2 years of loan documentation experience, specifically with Loan documentation generation/creation - Excellent attention-to-detail - Strong interpersonal skills, to include the ability to communicate with all levels of employees throughout the organization and outside of the organization - Microsoft Office (Word, Teams and Excel) - Excellent written and verbal communication skills - Problem solving skills - Strong ability to work on multiple tasks/priorities and meet deadlines - Knowledge in credit file setup and organization, loan documentation review and follow up, and exception tracking software utilization - Commercial loan documentation experience - AS400/Loan System experience Benefits - Medical, Dental, and Vision - HSA with a generous company contribution - Medical and Dependent Care Flexible Spending Accounts - 401(k) plan with a 3% company contribution, plus up to an additional 1% match -Roth option available - 12 Paid holidays Company Overview - First for Your Success Starts with UBB - the Nation's First Bankers'​ Bank When the founders of UBB gathered together in 1975, they faced a serious threat. It was founded in 1975, and is headquartered in Bloomington, Minnesota, USA, with a workforce of 51-200 employees. Its website is https://www.ubb.com.