Loan Document Specialist at Sauk Valley Bank – Janesville, Wisconsin
Explore Related Opportunities
About This Position
FLSA: Non-Exempt
Hours: Monday – Friday 8:00 – 5:00
Category: Full Time
Reports To: VP Loan Administration
Summary
The position of the Loan Document Specialist is responsible for supporting the Commercial Loan Department with the advanced preparation, review, and processing of commercial loan documents. This role is responsible for preparing Commercial and Agricultural loan documents in accordance with lending policies, ensuring compliance with banking regulations, and coordinating with internal departments for efficient operations.
Essential Duties
- Prepare and review complex commercial and agricultural loan documents to ensure strict adherence to lending regulations, compliance standards, and the bank’s credit policy.
- Review prepared documents for accuracy and consistency with approval requirements.
- Review collateral support documents such as title commitments.
- Review and interpret Corporate Documentation and Trust Documentation.
- Prepare and review complex loan documentation including attorney prepared documents.
- Process and complete commercial loan modification requests, including renewals, extensions, and modifications.
- Proficient in using banking systems such as LaserPro and nCino to manage and streamline loan documentation and workflow. Leverage these tools to enhance efficiency and ensure adherence to bank policies.
- Process, review and upload complete loan and collateral files to ensure the established standards are met including compliance with federal regulations and adherence to Bank lending policy as well as ensuring that the Bank’s security interest is established, and our lien position is upheld.
- Independently prioritize workflow to maximize production turn time and minimize administrative delinquencies.
Secondary Duties
The position of Loan Document Specialist performs duties specific to the position and other functions as assigned.
Supervisory Duties
The position of Loan Document Specialist is not responsible for the supervision of employee(s).
Minimum Requirements
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
- Bachelor or Associate degree is preferred.
- Good understanding of financial institution products and services preferred.
- Minimum of three years of experience in loan documentation within a banking institution, with a focus on both commercial real estate and C&I lending.
- Extensive experience with preparing and reviewing complex loan documentation.
- Proficiency in using banking systems such as LaserPro and Salesforce/nCino is preferred.
- Excellent organizational, analytical, and communication skills.
- Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.
The incumbent must be able to perform this position safely, without endangering the health or safety to him/herself or others.
Sauk Valley Bank is an Equal Opportunity Employer. SVB is committed to the provision of equal opportunity employment for all qualified persons in all job classifications in recruitment, selection and promotion without regard to race, color, religion, gender, gender identity, sexual orientation, parental status, national origin, age, disability, military status, veteran status or any other protected status. Submission of this information is voluntary and is not considered in employment decisions. This information will be kept separate from the employment files and is considered confidential.
Sauk Valley Bank offers medical, short term disability, long term disability, life, vision, dental and 401K benefits to all full time positions. PTO will vary depending on the level of the position. This position is not eligible for incentive.
Management reserves the right to change this position description at any time according to business needs.
Salary Range: $22.00 - $34.00 hourly depending on experience
March 24, 2026