Document Services Specialist II

Job Description

Job Description

Location : This position can be located in Maitland, Stuart or Chiefland.

JOB SUMMARY :

Perform all functions required to prepare the appropriate commercial, marine or consumer loan closing documents in accordance with Bank policies, procedures and regulatory compliance based on borrowing entity, purpose of proceeds and collateral securing the loan.

Prepare Letters of Credit, subordination and / or assignment documents and all related documentation. Obtain and review information in conjunction with the preparation of loan documents, such as ordering appraisals, title searches or policies, etc.

Coordinate information and closings with loan officers and / or closing agents.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

• Prepare loan documentation for commercial, marine or consumer loan requests in accordance with loan approval, Bank policies and regulatory compliance.
• Obtain and review all due diligence information required in conjunction with the preparation of the loan documents, such as ordering title searches, performing UCC searches, corporate record searches, surveys, and flood certifications.
• Ensure loan approval conditions have been cleared and documented prior to closing.
• Coordinate information and closings with loan officer, closing agents, attorneys, and borrowers.
• Support a quality partnership with Lending and Branch personnel to deliver superior customer service.
• Responsible for meeting processing production goals within established error ratio guidelines
• Meet Service Level Agreement established for the Document Services Department to consistently deliver the highest level of customer service.
• Ensure adherence to AML / BSA requirements, operational procedures, audit procedures, risk / control expectations, dual control, security, Business Continuity, and all other regulated banking requirements.
• Adhere to Seacoast Bank’s Code of Conduct.

EDUCATION and / or EXPERIENCE :

• High school graduate with some college preferred.
• 5+ years of loan processing experience. Commercial processing preferred. LaserPro software experience preferred.
• Familiar with lending-related regulatory compliance preferred.
• Knowledge of general ledger entries preferred.
• Must be able to type a minimum of 40+ words per minute.
• Must possess strong PC skills including Word, Excel, and Outlook
• Must be detail-oriented with excellent organization and communication skills.
• Must have the ability to work well under pressure and effectively multi-task in a deadline-driven environment.

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position.

They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations;

performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry.

It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles.

This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

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