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About the Role

The Loan Documentation Specialist I is responsible for performing moderately complex review of post approval documentation to analyze adherence to loan approval, loan policy and procedure including construction advance monitoring, collateral perfection and insurance requirements. Analyze information, comprehend standardized loan documentation and structure, and make processing decisions based on established procedures and guidelines. Activities directly impact customer accounts, bank reporting, and risk mitigation.

Responsibilities

Perform review of business banking, SBA and other bank documented loans ensuring accuracy and meeting requirements of loan approval and policy.
Report any exceptions to the appropriate parties and escalation of potential risk, and resolution of exception items.
Provide support to internal and/or external customers.
Cross train on other team duties as assigned and provide coverage for other team duties as required.
Maintain proficient knowledge of, and demonstrate ongoing compliance with, all laws and regulations applicable to this position.
Adhere to policies, procedures, and internal controls.
Ongoing focus on risk and fraud mitigation.
Uphold service level standards under normal conditions.
Assist with employee training and onboarding.
Other duties as assigned.

Requirements

High School Diploma or GED required
Professional or customer service experience preferred
Ability to follow procedures, interrogate data required, and identify and communicate risks
Basic organizational skills required
Good communication skills (written and oral) required
Strong reading and comprehension skills required
Basic computer skills required
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

Skills

Basic accounting skills preferred

Work Type

Full-Time

Education Level

Associates Degree preferred

Salary/Compensations

$19.36 - $25.81

Benefits

Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Pet Insurance: For all your furry friends.
Financial and Banking Services: Various banking services benefits and financial planning assistance.
Medical Coverage for Part-Time Employees Working 20+ Hours/Week: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage for Part-Time Employees Working 20+ Hours/Week: Ensuring your overall health and well-being.
Voluntary Benefits for Part-Time Employees Working 20+ Hours/Week: Including hospital, accident, and critical illness coverage.
Generous Parental Leave for Part-Time Employees Working 20+ Hours/Week: Six weeks of paid leave at 100% of your salary.
Retirement Plans for All Part-Time Employees: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave for All Part-Time Employees: For your health and safety.
Employee Assistance Program (EAP) for All Part-Time Employees: Access to support and resources.
Financial and Banking Services for All Part-Time Employees: Various banking services benefits and financial planning assistance.

About the Company

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.