Hiring: Loan Documentation Specialist


JOB TITLE: Loan Documentation Specialist

DEPARTMENT: Loan Operations

REPORTS TO: SVP Loan Operations

FLSA STATUS: Exempt

DATE PREPARED: 10/29/2021

The Loan Documentation Coordinator supports Pathway Lending’s goals, values, and philosophy by exhibiting the following
behaviors: excellence, quality service, commitment, and accountability.

POSITION SUMMARY:

Working under the policy direction of Pathway Lending and under the general supervision of the Loan Closing Manager this
position provides support in administrative areas. This person assists in the loan process from approval to closing and
ensures that the data, documentation and all compliance items are correct throughout the closing process, and all post-closing
items are complete and accurate.

SUPERVISORY RESPONSIBILITIES: N/A

PRIMARY DUTIES AND RESPONSIBILITIES:

  1. Communicates with clients, Lenders and Credit Team; Assists with collection and validation of all client information
    related to the terms of the approved loan request during closing due diligence.
  2. Interacts with external third-party vendors to include, but not limited to, appraisers, attorneys, insurance providers to
    obtain certain documentation as needed.
  3. Provides additional support to ensure all documents are properly drafted, executed, recorded, and filed with
    necessary parties to perfect Pathway Lending’s rights and collateral position.
  4. Participates in client closings to familiarize and educate clients on all aspects of the closing process, documentation
    and Pathway Lending products and services.
  5. Accurately creates and ensures completeness of data in all platforms such as Salesforce, TEA and Sageworks, with
    strong attention to detail.
  6. Review and organize documents both electronically and physically, from pre-closing to post-closing for completeness
    and adherence to Pathway Lending’s retention policy.
  7. Assists with loan payments and disbursements, tracks, and assists in collecting any post-closing items.
  8. Documents and processes loan modifications and renewals.
  9. Assists with loan processing and closings for external partners as required by applicable Pathway Lending
    commitments.
  10. Acquires and maintains a solid foundation and understanding of all areas of commercial loan documentation as
    required by Pathway Lending.
  11. Actively participates in analyzing and interpreting the Credit Approval documents and supplemental vendor
    information to determine borrower, collateral, and guarantor requirements, and ensure production of appropriate
    documentation in compliance with the terms of the loan request.
  12. Other duties as assigned.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements
listed below are representative of the knowledge, skills and/or abilities required. Ability to provide excellent customer service
with clients, partners, stakeholders and team members Strong Microsoft Office skills including Adobe, and ability to navigate
multiple computer systems, applications, and utilize search tools. Knowledge of small business and commercial loan
documentation, strong analytical skills with attention to detail and accuracy, excellent written, communication and
interpersonal skills, ability to interact with all levels of the organization, ability to meet or exceed business goals and
objectives, while fostering a team atmosphere. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.

EDUCATION AND EXPERIENCE:

Bachelor’s Degree is preferred. Three+ years of experience in job related activities is preferred. Must have experience
resolving and working through complex customer issues and the ability to perform in a fast paced, high demand environment
while balancing multiple priorities.

OTHER SKILLS:

Ability to communicate in English, remain in a stationary position 75% of workday, move, identify; ability to travel if required;
and ability to adapt to a changing work environment. Aligns with Pathway Lending’s mission of providing clients and
stakeholders with the highest level of service to facilitate their success and the economic growth of our CDFI market

WORK ENVIRONMENT:

Position is in an office setting that involves everyday risks or discomforts requiring normal safety precautions.
Remote work options.

Southeast Community Capital, d/b/a Pathway Lending, is a member of LBMC Employment Partners, a professional services organization.
The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this
position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills personnel so classified. Management reserves
the right to change the job duties and responsibilities.