Specialist II - Loan Documentation & Processing

Job Family: Enterprise Banking Operations

Job Sub-Family: Loan Documentation

Career Specialization: Loan Documentation & Processing

Career Stream: Support

Career Level: S2

Job Profile

Sub-Family Definition

Loan Documentation is responsible for preparing, reviewing, and maintaining the documentation required to support accurate, compliant, and timely loan origination and servicing activities. Activities may include:

• Drafting and validating loan documents
• Verifying collateral and supporting information
• Ensuring required disclosures and regulatory elements are included
• Coordinating with internal partners to resolve documentation discrepancies

Career Specialization Definition

Loan Documentation and Processing activities may include:

• Enters customer payments into the computer to ensure proper documentation, regulatory compliance, and company policies.
• Posts loan payments to accounts.
• Encodes and endorses checks and helps prepare bank deposits.
• Reviews remittances for discrepancies.
• Submits correspondence to appropriate departments.
• Other duties as assigned.

Career Level Definition

Requires basic knowledge of job procedures & tools obtained through work experience and may require vocational or technical education. Responsibilities typically include:

• Working under moderate supervision.
• Problems are typically of a routine nature, but may at times require interpretation or deviation from standard procedures.
• Communicates information that requires some explanation or interpretation.

Knowledge & Experience

• Typically requires 2+ years relevant experience
• May require vocational or technical training

Job Code: EBLDPS2

FLSA Status: Non-Exempt

Salary Grade: 113

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Compensation offered will be based on a variety of factors, including but not limited to education, work experience, skills, certifications, and geographic location, etc.

Eligible teammates may participate in a comprehensive benefits package that includes medical, dental, vision, life insurance, disability coverage, paid time off, retirement savings through a 401(k) plan, wellness resources, and other programs designed to support teammates health and financial well-being, subject to plan terms and eligibility requirements. In addition, certain positions may be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria. General information on our comprehensive benefits package can be found by visiting Employee Benefits | Banking Career Benefits | Atlantic Union Bank