Senior Loan Documentation Specialist at BANK OF MARIN

Rancho Cordova, California, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Dec, 25

Salary

41.31

Posted On

29 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Loan Documentation, Quality Control, Customer Information, Laser Pro, Lawyer Pro, HMDA Compliance, CRA Worksheet, Beneficial Ownership, Imaging System, Credit Covenant, Documentation Checklists, Month End Reports, Interest Rates, Bank Policies, Procedures, Compliance Regulations

Industry

Banking

Description

Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Senor Loan Documentation Specialist to join our Credit Risk Management team located at either our corporate office in Novato, California or office in Rancho Cordova, California. The Senior Loan Documentation Specialist supports the loan documentation/quality control functions of the Bank by preparing loan documents for all commercial, consumer, real estate and construction loans, at the highest level of complexity ensuring that all bank policies, procedures and applicable compliance regulations are adhered to; work with officers to structure the more complex transactions, and document accurately and efficiently to ensure customer satisfaction and Bank compliance. Essential Job Functions: * Thoroughly review incoming documentation requests for completeness while determining appropriate structure and documentation required for all loan types. * Set-up or update existing Customer Information on Bank’s core system. * Prepare loan documentation, including appropriate provisions and exhibits for all loan types using Laser Pro and Lawyer Pro software. * Complete documentation checklists and e-mail loan documents to analyst, loan officer and Real Estate portfolio manager, if applicable. * Review loans to determine if HMDA applies; ensure that HMDA package is complete and accurate; and input applicable information into Laser Pro. * Review CRA worksheet for accuracy. * Review Beneficial Ownership Form for accuracy and input applicable information into Bank’s core system. * Review documentation prepared by other team members for completeness and accuracy. * Review that key legal and customer scanned documents are captured in Bank’s imaging system. * Input and maintain credit covenant ticklers for all commercial loans. * Ensure aggregated debt is current and accurate on Bank’s core system for all documentation requests. * Prepare month end reports. * Update interest rates and additional provisions on Laser Pro. * Ensure that department procedures are current. Professional and Educational Experience: * 3 - 5 years related experience and/or training. * Associate’s degree (A.A.) from a two-year college or technical school; or equivalent combination of experience and/or training. The hourly hiring pay range for this position is $29.08 to $41.31. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level. Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process. Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability

Responsibilities

The Senior Loan Documentation Specialist prepares loan documents for various loan types while ensuring compliance with bank policies and regulations. This role involves reviewing documentation requests, structuring complex transactions, and maintaining accurate records.