Senior Loan Documentation Specialist - Doylestown Pennsylvania

Company: FIRST BANK
Location: Doylestown, Pennsylvania
Posted On: 03/24/2026

Our goal is to hire and retaintalented people with engaging personalities and exceptional work ethics. Webelieve in recognizing and rewarding employees who consistently perform at ahigh level. We offer competitive salaries basedupon experience and a comprehensive benefits package upon satisfyingeligibility conditions, including health and dental insurance, life insurance,short term and long term disability, and the Bank's 401k Plan. Position Summary: TheSenior Loan Documentation Specialist consistently provides exceptional outputwhen reviewing and generating in-house loan documents. Loan documents must beprepared in accordance with loan approvals, regulatory requirements, and Bankpolicies and procedures. The Senior Loan Documentation Specialist conductscommercial loan documentation reviews and prepares loan documents while ensuringall terms and conditions match what was approved. This candidate must be ableto manage a steady workload and work independently. This person will occupy aleadership role and should offer their expertise. They will have extensiveknowledge of processes and procedures and will successfully put that knowledgeto practice in their daily work. Toachieve success, an individual must be able to perform each essential dutylisted below with a high degree of proficiency and understanding of loandocumentation requirements. Essential Duties & Responsibilities: · Preparein-house loan documentation for new loans, extensions, renewals and modifications · Accuratelyanalyze loan structure for loan requests as per Presentation for Approvals(PFA) · Analyzepre-closing checklists and documentation provided by the Loan Administrator · Reviewtype of collateral being taken by the Bank for appropriate documentation and ensureBank's ability to perfect its required lien position · Ensureall formation documentation such as Articles of Inc., Certificate of Formation(for LLC's), Files LP-1 (for Limited Liability Partnerships), By-Laws,Operating Agreements, Partnership Agreements and Certificates of Trust, etc.,is provided in the loan file, as applicable · Inputinformation to Compliance One Lending platform per Presentation for Approvals,New Loan Pre-Closing Checklist and Entity Formation Documents · Preparelegal documentation for internally prepared loan documents as indicated toperfect security interests for all commercial loan closings to ensurecompliance with State Laws and Bank Policy · Reviewdraft loan documents prepared by co-worker for accuracy and completeness · Providefinal approved loan documentation packages to the Loan Administrator and/orRelationship Manager for execution · Researchoutstanding items listed on the Collateral Exception Report as time allows · Any additionalduties as assigned Requirements: Communicate in a clear, comfortable, and confident manner. Work efficiently and effectively under deadlines and stress, while maintaining a professional demeanor. Strong time management and organizational skills. Problem-solving skills and having the ability to identify a problem and find a solution. Detail-oriented and able to focus closely on each activity and constantly find ways to finish tasks efficiently. Ability to analyze your workflow and identify areas to improve. Decision-making skills and ability to solve work-related problems quickly. A willingness to contribute to projects and take immediate action when an all-hands-on-deck situation arises. Carry out responsibilities with professionalism and respect for others in accordance with the Bank's policies. Proficiency with Microsoft Word, Excel, and Outlook, and the ability to navigate the Bank's computer-based systems. Education and/or Experience · This is an experiencedposition requiring specific knowledge of loan closing processes. Thisindividual must be able to perform essential commercial loan documentationtasks satisfactorily including but are not limited to conducting documentationloan reviews and preparing loan documents while ensuring all terms andconditions match what was approved. Three to five years' related experience is required. First Bank is an EEO/AA Employer,M/F-Disabled-Veteran and LGBTQ can apply to our company for employmentopportunities. PI5b93789e7767-25448-40026217 More...

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