Documentation Specialist Jobs in Pennsylvania

• Conducts due diligence on loan parties, collateral, and other pertinent approval requirements, including corporate and other entity documentation, searches, title, and insurance.
• Completes review of entity formation and organizational legal documents to validate and ensure appropriate parties are included in loan documents.
• Reviews and analyzes documentation to ensure compliance with approved underwriting guidelines, company policies, and regulatory standards for all states.
• Works directly with customers, relationship managers, credit, and other internal teams.
• Communicates professionally to other third parties including attorneys and insurance/title companies to ensure all documentation has been collected and reviewed.
• Prepares and monitors closing checklists for assigned loans.
• Reviews and confirms critical attributes of loan documentation such as borrower and guarantor information, loan terms, and that collateral description(s) match information in the business banking origination system.
• Ensures due diligence documentation provided for the transaction aligns with Fulton's internal records.
• Prepares loan documents using Fulton’s internal documentation system.
• Organizes items for settlement, prepares and approves settlement and disbursement instructions. Provides funding instructions to centralized funding team.
• Assists lending staff with the resolution of documentation issues and other procedural matters. Ensures service level agreements (SLAs) are met.
• Proactively manages daily activity, independently prioritizes multiple simultaneous transactions (10 or more).
• Meets service level agreements (SLAs) with all external and internal customers.

Education

Experience

Knowledge, Skills, and Abilities

• Understanding of when and how changes to a loan need credit approval along with clear knowledge of various entity types and structures (Required)
• Ability to multi-task, problem solve and efficiently manage time (Required)
• Motivated team player with strong verbal and written communication skills (Required)
• Reputation for responsiveness and customer focused mindset (Required)
• Experience with review and understanding of corporate legal documents to include Formation Documents and Entity Agreement Documents (Required)
• Experience with commercial loan documentation and knowledge of basic due diligence materials for loan transactions (Preferred)
• Prior experience with Microsoft Word, Outlook, Laserpro and nCino programs (Preferred)