Commercial Loan Documentation Specialist I

Posted:
9/20/2024, 8:40:37 AM

Location(s):
San Antonio, Texas, United States ⋅ Texas, United States

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Customer Success & Support

Job Description

It’s about process, progress, and people.  

Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you enjoy researching and verifying information? Do you strive to go above and beyond to ensure a seamless experience? If so, being a Commercial Loan Documentation Specialist I with Frost could be for you.

At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled financial services.

Who you are:

As a Commercial Loan Documentation Specialist I, you are our loan experience champion. You’ll be responsible for preparing commercial loan and lease documentation in accordance with approved memoranda to ensure proper lien completion and compliance. You’ll use your analytical skills, inquisitive mind, and detail-orientated approach to check for accuracy and stay up to date on laws and regulations to best serve our organization and customers. You welcome a challenge and strive to continuously improve processes with integrity, caring and excellence in mind.

What you’ll do:

  • Prepare Commercial Loan/Lease documents using specific approved loan terms that comply with internal bank policies and procedures as well as regulatory and legal requirements
  • Research various systems and sources to collect and verify information on commercial entity structure
  • Coordinate with Loan Officers and Assistants to compile required information for loan packages
  • Discuss complex loan packages with in-house counsel and upper management
  • Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What You’ll Need:

  • Self-starter
  • Strong customer service skills
  • Ability to handle large volumes of work while meeting deadlines
  • Multi-task oriented
  • Excellent written and verbal communication skills
  • Proficient in Microsoft computer applications

Additional Preferred Skills:

  • Experience in Commercial Banking
  • Experience in Commercial Loan and/or Lease documentation

Our Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:  

  • Medical, dental, vision, long-term, and life insurance
  • 401(k) matching
  • Generous holiday and paid time off schedule
  • Tuition reimbursement
  • Extensive health and wellness programs, including our Employee Assistance Program
  • Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader is banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.