Job Description

Commercial Loan Documentation Specialist

Our client is seeking a Commercial Loan Documentation Specialist to support their growing Loan Operations team in Sacramento. The Commercial Loan Documentation Specialist plays a key role in preparing and reviewing loan packages, coordinating closings, and ensuring all documentation meets internal standards and regulatory requirements. Our client offers a stable, community focused workplace where employees are valued, supported, and encouraged to grow. Team members enjoy competitive compensation, comprehensive benefits, and a collaborative culture rooted in integrity and exceptional customer service. This is an excellent opportunity to join a professional, well-structured department and contribute to the smooth execution of loan transactions.

Responsibilities:

• Prepare loan documents in accordance with approved terms and internal policies.
• Review credit approvals and supporting documentation for accuracy and completeness.
• Coordinate loan closings, signatures, and communication with lenders and external counsel.
• Order and track third-party reports (flood, title, insurance, entity docs).
• Ensure documentation meets regulatory and compliance requirements.
• Assist lenders with clearing conditions and resolving documentation issues.
• Track and resolve post-closing exceptions.
• Maintain accurate loan files for audit readiness.
• Support loan modifications, extensions, renewals, and closing packages.
• Cross-train on loan funding and boarding processes.

Skills & Qualifications:

• High school diploma or GED required; degree in Business, Finance, or Accounting preferred.
• Ideal candidate will have two years of Commercial loan experience, strong attention to detail, and a solid understanding of loan documentation types and structures, including regulatory and compliance requirements.
• Knowledge of loan documentation, compliance, collateral verification, and lien perfection.
• Experience with document prep systems (LaserPro preferred).
• Strong accuracy, attention to detail, and communication skills.
• Ability to adapt to frequent changes and work collaboratively across departments.
• Reliable, organized, and able to manage multiple deadlines.

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