Loan Documentation Specialist
Build Your Career. Make an Impact. Grow With Us.
At United Bankers' Bank (UBB), we believe banking is about more than numbers - it's about people, relationships, and strengthening the communities we serve. If you're looking for an opportunity to bring your ideas, talents, and energy to a team that values making a difference, you've come to the right place.
Join a team where your work matters and your voice is heard. At UBB, you'll have the opportunity to work alongside talented professionals, build meaningful relationships, and help community banks thrive.
When community banks thrive, their communities thrive.
Successful team members reflect our core values:
Driven: Take initiative, work hard and follow through
Accountable: Own our work, outcomes and mistakes
Service First: Serve community banks and each other with commitment & care
Transparent: Communicate openly and clearly
Collaborative: Support each other and put UBB first
Problem Solver: Keep learning, stay curious and find a path forward
UBB team members enjoy a comprehensive benefits package including:
UBB is currently recruiting for a Loan Documentation Specialist who will be the backbone of our documentation process by preparing, generating, and tracking loan packages while ensuring seamless integration with our accounting systems. If you thrive in a fast-paced environment where accuracy is paramount and enjoy the complexities of collateral tracking and loan history management, we want to hear from you.
The ideal candidate will be located in the Twin Cities and will have the option to work a hybrid schedule in the office 3 days per week, Tuesday - Thursday, after the initial training period.
Essential Responsibilities
* Prepares/Generates new loan documentation, generates promissory notes, security agreements, limited/unlimited guarantees and participation agreements/renewals/extensions/modifications. Prepares correspondence to accompany mailed loan documents.
* Creates new loan file/folder, if applicable, and creates working file for pending documents. Enters collateral and insurance information, and sets up pending collateral documents in Sageworks/Abrigo system to track collateral and make sure we have final copies of documentation.
* Boards/Enters loans onto Jack Henry AS400/Loan system, making sure they are set up correctly, following the terms of the note.
* Tracks original loan documents.
* Monitors Paid Loan History Records and determines status and needs of collateral.
* Monitors weekly FF and Libor rates, along with Senior Documentation position. Sends notice of all changes to Loan department.
* Maintains list of contact names, sends requests to add branch locations and team requests to add loans to secure file transfer.
* Maintains collateral safekeeping records. Issues collateral receipts for new stock certificates and return collateral receipts/certificates for stocks being released.
* Maintains original note and safekeeping drawers. Performs yearly audits of each, along with Senior Documentation position.
Knowledge, Skills & Abilities
Pay Range
United Bankers' Bank is an EEO/AA employer: All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status or any other characteristic protected by law.
To continue to learn more about our superior benefits package and apply for this position, please visit our Careers page at
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