Documentation Specialist

Description

Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients’ needs. We offer an innovative approach to private banking to help clients establish, maintain and expand their legacy.

What makes Peapack-Gladstone Bank different from our competition? We are an institution that’s over 100 years old that has always believed in putting the well-being and needs of our employees and our clients first. We are proud to be recognized for the sixth consecutive year, by American Banker as one of the ‘Best Bank to Work For’ across the nation. Our secret sauce in one word is our ‘culture’. We value a diverse, equitable, inclusive and safe workspace. Our one-team culture goes to great lengths to show all employees that they are valued members of the team. We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness.

There are multiple way to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women – Leading Inspiring Females Together). Said quite simply, the culture is amazing!

Documentation Specialist

Job Summary:

Prepares loan documentation using Laser Pro for certain non-complex commercial purpose loans, to include loans made under the Small Business Association (SBA) programs.

Responsibilities:

• Analyzes loan request and prepares documentation for new and renewed loans in compliance with bank policy, federal and state regulations

• Produces documentation for all types of commercial and small business loans to include, term loans and lines of credit. These loans will be secured by business assets and/or real estate

• Ensures all required documentation is prepared to properly perfect the bank’s lien and that all documentation requirements are met, to include titles, UCC’s, mortgages, deeds and title commitments

• Prepares other correspondence as needed.

• Provides excellent customer service in daily interaction with lenders and their clients

• Special projects

Qualifications:

Bachelor’s degree preferred

5 plus years of commercial lending experience in closing, documentation or operations preferred.

1-2 years experience with Laser Pro

Basic computer skills (Word & Excel) required along with an understanding of Microsoft Access

Knowledge of own department’s operations, policies and procedures

Knowledge of loan legal documentation including but not limited to notes, mortgages, credit agreements and formation documents.

Desired:

Performs all other related duties and projects as assigned

Must have excellent oral and written communication skills

Maintain a neat and orderly work area

Must be an organized and detail-minded individual

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)