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Senior Loan Documentation Specialist at BANK OF MARIN
Rancho Cordova, California, United States - Full Time
Skills Needed
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
Specialization
Candidates should have 3 to 5 years of related experience and an associate's degree or equivalent training. Attention to detail and proficiency in loan documentation software are essential.
Experience Required
Minimum 2 year(s)
Technology Project Analyst Lead at Flagstar Bank
Remote, Oregon, USA - Full Time
Skills Needed
Database, Scrum, Agile
Specialization
Management
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Das Deutsche Bank Praktikum (m/w/d) im Bereich Chief Sustainability Office at Deutsche Bank
Frankfurt am Main, , Germany - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Citizens Teller at Citizens Bank
, , United States - Full Time
Skills Needed
Customer Service, Cash Handling, Digital Payments, Communication Skills, Problem Solving, Technology Proficiency, Listening Skills, Relationship Building
Specialization
Candidates must have a high school degree or GED and at least 6 months of experience processing transactions. Strong communication skills and a customer-centric approach are essential for this role.
Deutsche Bank Internship (f/m/x) in Technology, Data & Innovation 2026 at Deutsche Bank
Berlin, , Germany - Full Time
Skills Needed
Industrial Engineering, Analytical Skills, Computer Science, Mathematics, Communication Skills, English, Creativity
Qualification
Graduate
Deutsche Bank Graduate Programme (f/m/x) Group Audit 2026 at Deutsche Bank
Frankfurt am Main, , Germany - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Branch Relationship Manager at HERITAGE BANK
Bellingham, Washington, United States - Full Time
Skills Needed
Leadership, Sales, Business Development, Coaching, Performance Management, Customer Service, Regulatory Compliance, Problem Solving, Analytical Skills, Time Management, Relationship Building, Training, Budget Management, Operational Policies, Community Involvement, Cross Selling
Specialization
Candidates must have 5+ years of experience in a retail banking branch environment, with at least two years in a leadership role. A high school diploma is required, while an associate degree in Business, Accounting, or Finance is preferred.
Experience Required
Minimum 5 year(s)
Operations Business Analyst at Orrstown Bank
Towson, Maryland, United States - Full Time
Skills Needed
System Analysis, Process Improvement, Project Management, Analytical Skills, Problem Solving, Communication Skills, Interpersonal Skills, Attention To Detail, Organizational Skills, Writing Skills, Technical Understanding, Adaptability, Teamwork, Client Focus, Judgment, Documentation
Specialization
Candidates should have a minimum of 3 years as a Business or Systems Analyst and 10 years in financial services, with strong knowledge of banking operations and technology. Strong analytical, communication, and problem-solving skills are essential, along with proficiency in Microsoft Office applications.
Experience Required
Minimum 10 year(s)
Senior Underwriter at The Park Bank
Fitchburg, Wisconsin, United States - Full Time
Skills Needed
Underwriting, Analytical Skills, Attention To Detail, Organizational Skills, Time Management, Customer Service, Communication Skills, Compliance Regulations, Financial Software, Mathematics, Relationship Building
Specialization
Candidates must have a high school diploma and at least 5 years of experience in underwriting or related fields. Preferred qualifications include post-secondary education and strong skills in mathematics and compliance regulations.
Experience Required
Minimum 5 year(s)
Deutsche Bank Graduate Programme (d/m/w) Human Resources 2026 at Deutsche Bank
Frankfurt am Main, , Germany - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Associate Customer Service - Mandarin Speaking at Bank Of China
London, England, United Kingdom - Full Time
Skills Needed
Finance, Economics, Fraud, It, Communication Skills, Customer Service
Specialization
Finance economics or other equivalent
Qualification
Graduate
Mortgage Technical Writer at Columbia Bank
Hillsboro, OR 97124, USA - Full Time
Skills Needed
Corrections, Information Technology, Leadership, Subject Matter Experts, Regulations, Business Units, Operations, Excel, Operational Requirements, Vendors, Training, Business Systems, Workflow, Document Management, Integration, Documentation, Product Vision, Teams
Qualification
Graduate
Healthcare Business Development Officer at Columbia Bank
Seattle, WA 98101, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Customer Support Representative I at abc bank GmbH
Wolfforth, Texas, United States - Full Time
Skills Needed
Business Telephone Skills, Computer Skills, Active Listening Skills, Speaking Skills, Service Orientation Skills, Time Management Skills, Conflict Resolution, Customer Service, Knowledge Of Ach Rules, Banking Regulations, Ability To Balance A Checkbook, Computer Knowledge, Abc Bank Product Knowledge
Specialization
Candidates should possess strong customer service skills and knowledge of banking regulations. A high school diploma or equivalent is required for this position.
Customer Service Representative, Allen St Office at Florence Bank
Northampton, Massachusetts, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Interpersonal Skills, Retail Banking, Teamwork, Punctuality, Problem Solving, Relationship Building, Technology Adaptability, Leadership Skills
Specialization
A high school diploma or GED is required, along with a minimum of two years of retail banking or customer service experience. Strong communication and interpersonal skills are essential.
Experience Required
Minimum 2 year(s)
Commercial Underwriting Officer III - Middle Market at COMERICA BANK
Detroit, Michigan, United States - Full Time
Skills Needed
Risk Analysis, Credit Decision Making, Loan Underwriting, Documentation Handling, Credit Exposure Monitoring, Financial Analysis, Data Analysis, Process Improvement, Team Collaboration, Customer Relationship Management, Loan Covenant Calculation, Title Search Investigation, Service Level Agreement Compliance, Analytical Narrative Development, Problem Solving, Communication
Specialization
Candidates should have experience in commercial underwriting and a strong understanding of lending products and services. Analytical skills and the ability to identify inconsistencies in financial documents are essential.
Experience Required
Minimum 5 year(s)
Deutsche Bank Graduate Programme (d/m/w) Chief Financial Office 2026 at Deutsche Bank
Frankfurt am Main, , Germany - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Technical Project Manager - Cloud at Discount Bank
Rishon LeZion, Center District, Israel - Full Time
Skills Needed
Project Management, Data Analytics, Google Cloud, Agile, Scrum, Data Engineering, Data Governance, Data Lakes, Big Data, Bi Solutions, Regulatory Compliance, Team Leadership, Budget Management, Stakeholder Coordination, Technical Understanding, Communication Skills, Matrix Management
Specialization
Candidates should have a degree in software engineering or computer science and approximately 5 years of experience managing complex IT/data projects, including at least 2 years in cloud projects. Familiarity with Agile methodologies and experience with GCP or other leading cloud platforms is essential.
Experience Required
Minimum 5 year(s)
Junior Underwriter at Meridian Bank
Miramar, FL 33027, USA - Full Time
Skills Needed
Computer Skills, Enterprise, Excel, Communication Skills, Crm
Specialization
A business or math-related field is a plus
Qualification
Graduate
Commercial Underwriter II - Middle Market at COMERICA BANK
Dallas, Texas, United States - Full Time
Skills Needed
Credit Analysis, Loan Structuring, Risk Assessment, Financial Analysis, Team Collaboration, Customer Service, Portfolio Management, Underwriting, Relationship Management, Problem Solving, Communication, Analytical Skills, Attention To Detail, Mentoring, Coaching, Professional Development
Specialization
The position requires a strong foundation in credit and technical underwriting skills. Candidates should be prepared for a collaborative and supportive team environment.
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

No

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.
Senior Loan Documentation Specialist at BANK OF MARIN
Rancho Cordova, California, United States - Full Time
Skills Needed
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
Specialization
Candidates should have 3 to 5 years of related experience and an associate's degree or equivalent training. Attention to detail and proficiency in loan documentation software are essential.
Experience Required
Minimum 2 year(s)
Technology Project Analyst Lead at Flagstar Bank
Remote, Oregon, USA - Full Time
Skills Needed
Database, Scrum, Agile
Specialization
Management
Qualification
Graduate
Experience Required
Minimum 1 year(s)
Das Deutsche Bank Praktikum (m/w/d) im Bereich Chief Sustainability Office at Deutsche Bank
Frankfurt am Main, , Germany - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Citizens Teller at Citizens Bank
, , United States - Full Time
Skills Needed
Customer Service, Cash Handling, Digital Payments, Communication Skills, Problem Solving, Technology Proficiency, Listening Skills, Relationship Building
Specialization
Candidates must have a high school degree or GED and at least 6 months of experience processing transactions. Strong communication skills and a customer-centric approach are essential for this role.
Deutsche Bank Internship (f/m/x) in Technology, Data & Innovation 2026 at Deutsche Bank
Berlin, , Germany - Full Time
Skills Needed
Industrial Engineering, Analytical Skills, Computer Science, Mathematics, Communication Skills, English, Creativity
Qualification
Graduate
Deutsche Bank Graduate Programme (f/m/x) Group Audit 2026 at Deutsche Bank
Frankfurt am Main, , Germany - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Branch Relationship Manager at HERITAGE BANK
Bellingham, Washington, United States - Full Time
Skills Needed
Leadership, Sales, Business Development, Coaching, Performance Management, Customer Service, Regulatory Compliance, Problem Solving, Analytical Skills, Time Management, Relationship Building, Training, Budget Management, Operational Policies, Community Involvement, Cross Selling
Specialization
Candidates must have 5+ years of experience in a retail banking branch environment, with at least two years in a leadership role. A high school diploma is required, while an associate degree in Business, Accounting, or Finance is preferred.
Experience Required
Minimum 5 year(s)
Operations Business Analyst at Orrstown Bank
Towson, Maryland, United States - Full Time
Skills Needed
System Analysis, Process Improvement, Project Management, Analytical Skills, Problem Solving, Communication Skills, Interpersonal Skills, Attention To Detail, Organizational Skills, Writing Skills, Technical Understanding, Adaptability, Teamwork, Client Focus, Judgment, Documentation
Specialization
Candidates should have a minimum of 3 years as a Business or Systems Analyst and 10 years in financial services, with strong knowledge of banking operations and technology. Strong analytical, communication, and problem-solving skills are essential, along with proficiency in Microsoft Office applications.
Experience Required
Minimum 10 year(s)
Senior Underwriter at The Park Bank
Fitchburg, Wisconsin, United States - Full Time
Skills Needed
Underwriting, Analytical Skills, Attention To Detail, Organizational Skills, Time Management, Customer Service, Communication Skills, Compliance Regulations, Financial Software, Mathematics, Relationship Building
Specialization
Candidates must have a high school diploma and at least 5 years of experience in underwriting or related fields. Preferred qualifications include post-secondary education and strong skills in mathematics and compliance regulations.
Experience Required
Minimum 5 year(s)
Deutsche Bank Graduate Programme (d/m/w) Human Resources 2026 at Deutsche Bank
Frankfurt am Main, , Germany - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Associate Customer Service - Mandarin Speaking at Bank Of China
London, England, United Kingdom - Full Time
Skills Needed
Finance, Economics, Fraud, It, Communication Skills, Customer Service
Specialization
Finance economics or other equivalent
Qualification
Graduate
Mortgage Technical Writer at Columbia Bank
Hillsboro, OR 97124, USA - Full Time
Skills Needed
Corrections, Information Technology, Leadership, Subject Matter Experts, Regulations, Business Units, Operations, Excel, Operational Requirements, Vendors, Training, Business Systems, Workflow, Document Management, Integration, Documentation, Product Vision, Teams
Qualification
Graduate
Healthcare Business Development Officer at Columbia Bank
Seattle, WA 98101, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Customer Support Representative I at abc bank GmbH
Wolfforth, Texas, United States - Full Time
Skills Needed
Business Telephone Skills, Computer Skills, Active Listening Skills, Speaking Skills, Service Orientation Skills, Time Management Skills, Conflict Resolution, Customer Service, Knowledge Of Ach Rules, Banking Regulations, Ability To Balance A Checkbook, Computer Knowledge, Abc Bank Product Knowledge
Specialization
Candidates should possess strong customer service skills and knowledge of banking regulations. A high school diploma or equivalent is required for this position.
Customer Service Representative, Allen St Office at Florence Bank
Northampton, Massachusetts, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Interpersonal Skills, Retail Banking, Teamwork, Punctuality, Problem Solving, Relationship Building, Technology Adaptability, Leadership Skills
Specialization
A high school diploma or GED is required, along with a minimum of two years of retail banking or customer service experience. Strong communication and interpersonal skills are essential.
Experience Required
Minimum 2 year(s)
Commercial Underwriting Officer III - Middle Market at COMERICA BANK
Detroit, Michigan, United States - Full Time
Skills Needed
Risk Analysis, Credit Decision Making, Loan Underwriting, Documentation Handling, Credit Exposure Monitoring, Financial Analysis, Data Analysis, Process Improvement, Team Collaboration, Customer Relationship Management, Loan Covenant Calculation, Title Search Investigation, Service Level Agreement Compliance, Analytical Narrative Development, Problem Solving, Communication
Specialization
Candidates should have experience in commercial underwriting and a strong understanding of lending products and services. Analytical skills and the ability to identify inconsistencies in financial documents are essential.
Experience Required
Minimum 5 year(s)
Deutsche Bank Graduate Programme (d/m/w) Chief Financial Office 2026 at Deutsche Bank
Frankfurt am Main, , Germany - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Technical Project Manager - Cloud at Discount Bank
Rishon LeZion, Center District, Israel - Full Time
Skills Needed
Project Management, Data Analytics, Google Cloud, Agile, Scrum, Data Engineering, Data Governance, Data Lakes, Big Data, Bi Solutions, Regulatory Compliance, Team Leadership, Budget Management, Stakeholder Coordination, Technical Understanding, Communication Skills, Matrix Management
Specialization
Candidates should have a degree in software engineering or computer science and approximately 5 years of experience managing complex IT/data projects, including at least 2 years in cloud projects. Familiarity with Agile methodologies and experience with GCP or other leading cloud platforms is essential.
Experience Required
Minimum 5 year(s)
Junior Underwriter at Meridian Bank
Miramar, FL 33027, USA - Full Time
Skills Needed
Computer Skills, Enterprise, Excel, Communication Skills, Crm
Specialization
A business or math-related field is a plus
Qualification
Graduate
Commercial Underwriter II - Middle Market at COMERICA BANK
Dallas, Texas, United States - Full Time
Skills Needed
Credit Analysis, Loan Structuring, Risk Assessment, Financial Analysis, Team Collaboration, Customer Service, Portfolio Management, Underwriting, Relationship Management, Problem Solving, Communication, Analytical Skills, Attention To Detail, Mentoring, Coaching, Professional Development
Specialization
The position requires a strong foundation in credit and technical underwriting skills. Candidates should be prepared for a collaborative and supportive team environment.
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