Posted 5mo ago

Loan Documentation Specialist

@ The Commercial & Savings Bank
Millersburg, Ohio, United States
OnsiteFull Time
Responsibilities:Create documents, Verify files, Disburse funds
Requirements Summary:Process loan documents, review applications, and support loan operations and compliance.
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Job Description
The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties.  CSB is recognized as a top employer in our region as a nine-year winner of the NorthCoast 99 award (www.northcoast99.org), which recognizes the 99 best employers for top talent in Northeast Ohio.

T
his is a full-time, on-site position at our Operations Center, located in Millersburg, Ohio or at a Banking Center, once successfully trained.  In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below.


Summary: Documentation and compiling of loan closing packages and to perform a variety of administrative, secretarial, and clerical duties.

Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Loan Documentation and Processing

  • Create loan documents for mortgage, consumer, or commercial requests
  • Prepare denial documents for commercial loan applications
  • Produce supporting documents such as modification agreements, change in terms agreements, and checks
  • Maintain a working knowledge of regulatory requirements surrounding loan documentation.
  • Prepare accurate disclosures as required.

File Review and Quality Control

  • Read, interpret, and apply information from loan applications and documents
  • Verify loan files and supporting documentation for completeness and accuracy
  • Review of loan documents for quality and regulatory compliance
  • Establish or assist in maintaining accurate loan files

Administrative and Technical Support

  • Disburse construction loan lien waivers, checks, or line of credit advances
  • Handle confidential departmental records
  • Serve as administrator or backup for loan-related software or third-party programs as assigned
  • Assist with departmental projects and initiatives
  • Contribute to creating and updating written policies and procedures

Communication and Organizational Alignment

  • Communicate clearly and effectively, both verbally and in writing
  • Demonstrate commitment to CSB’s vision, mission, and core values


Education: A high school diploma or General Education Degree (GED) is required. A minimum of one year of related work experience; or equivalent combination of education and experience.  

Summary of Employee Benefits:

  • Competitive base wage
  • Incentive compensation and profit sharing
  • Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance – (plan and/or benefits eligibility requirements apply)
  • Paid time off for vacation, illness, bereavement, and jury duty
  • 401(k) with an employer match and on-site advisers
  • Employee Assistant Program (EAP) with free access to mental health resources
  • Comprehensive wellness program with financial incentives to promote a healthy lifestyle
  • Training and professional development opportunities to help you reach your long-term goals
  • Paid holidays available immediately upon hire
  • Volunteerism opportunities to give back to our local communities

The Commercial & Savings Bank is an Equal Opportunity Employer.