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Documentation Assistant Jobs in Virginia (NOW HIRING)

TowneBank

Loan Documentation Spec

Virginia Beach, VA · On-site

The Loan Documentation Specialist will assist their assigned Commercial Lender(s) and/or Private Banking Officer(s) in the document preparation process and fulfillment of commercial, real estate and ...

Solid Rock Recruiting LLC

Assistant Accountant

Manassas, VA · On-site

$65K - $80K/yr

Key Responsibilities Assist with entry of vendor invoices, purchase orders, and job cost coding in Sage Support accounts payable and accounts receivable processes through data entry and documentation ...

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Documentation Assistant information

What are the key skills and qualifications needed to thrive as a Documentation Assistant, and why are they important?

To thrive as a Documentation Assistant, you need strong organizational skills, attention to detail, and proficiency in written communication, often supported by a diploma or degree in administration or a related field. Familiarity with document management systems, Microsoft Office Suite, and sometimes basic database tools is typically required. Excellent time management, adaptability, and collaborative abilities help someone excel in this role. These skills are crucial for maintaining accurate records, supporting workflow efficiency, and ensuring smooth communication within an organization.

What are some common challenges Documentation Assistants face when managing multiple document versions?

Documentation Assistants often encounter challenges related to version control, especially when multiple team members are updating documents simultaneously. Maintaining accuracy and ensuring that everyone is working from the most current version requires attention to detail and effective use of document management systems. Clear communication and standardized naming conventions are essential to prevent confusion and document loss. Regular training on collaboration tools and consistent file organization can help mitigate these challenges.

What are Documentation Assistants?

Documentation Assistants are professionals responsible for organizing, maintaining, and managing documents within an organization. Their tasks often include filing, scanning, updating records, and ensuring documents are accurate and accessible to authorized personnel. They may also assist in creating and formatting documents, adhering to company standards and compliance requirements. Documentation Assistants play a crucial role in supporting administrative efficiency and record-keeping.

What does a documentation assistant do?

A documentation assistant is responsible for organizing, preparing, and maintaining company or project documents, such as reports, manuals, and records. They often use tools like Microsoft Office or document management systems and ensure accuracy and clarity in documentation. Attention to detail and good organizational skills are essential for this role.
What are the most commonly searched types of Documentation jobs in Virginia? The most popular types of Documentation jobs in Virginia are:
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What job categories do people searching Documentation Assistant jobs in Virginia look for? The top searched job categories for Documentation Assistant jobs in Virginia are:
What cities in Virginia are hiring for Documentation Assistant jobs? Cities in Virginia with the most Documentation Assistant job openings:
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Infographic showing various Documentation Assistant job openings in Virginia as of May 2026, with employment types broken down into 1% As Needed, 71% Full Time, 22% Part Time, 1% Temporary, and 5% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.
Loan Documentation Specialist

Loan Documentation Specialist

Towne Bank

Virginia Beach, VA

Full-time

Posted 6 days ago

TowneBank rating

8.7

Company rating: 8.7 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

17th of 141 rated banks

Job description

Primary Purpose:

The Loan Documentation Specialist will assist their assigned Commercial Lender(s) and/or Private Banking Officer(s) in the document preparation process and fulfillment of commercial, real estate and business loans.  This role will function in a team environment with the Lender(s), Portfolio Manager(s) and Relationship Specialist(s).  The Loan Documentation Specialist will serve as a primary point of contact for attorneys, vendors and other Towne Family members associated with loan closings.  Under the direction of the Lender and his/her manager, the Loan Documentation Specialist helps to ensure the exquisite service expected by Towne’s members is delivered timely and in the most accurate, effective and efficient manner.

Essential Responsibilities:

  • Possesses comprehensive knowledge of commercial loan documentation and understand the risks associated with closing various types of commercial loans.
  • Prepares and reviews loan documents for commercial purpose loans, ranging from simple to highly complex, in an accurate and efficient manner.
  • Utilizes the bank’s designated loan systems and applications necessary to prepare the loan documents, assist with the execution of them as needed, and submit them to Loan Operations with all pertinent information.
  • Ensures the loan is closed per loan approval and that supporting documentation conforms to loan approval and policy.
  • Reviews closing package prior to closing to identify potential issues related to documentation, loan policy or regulatory requirements and corrects prior to closing, if possible.
  • Reviews signed documents to assure the package is complete with proper signatures obtained.
  • Packages loan documents and required supporting documentation for transmittal to Loan Services, including applicable general ledger tickets and check copies.
  • Follows up and clears any outstanding loan exceptions.
  • Assists as needed with the training of team members in areas of loan documentation, loan processing, loan policy and compliance, and any other loan related areas in which the SLDS has expertise related to the Loan Documentation Specialist or Relationship Specialist position.
  • Meeting with Regional President and/or Commercial Lenders regularly to understand loan pipeline demands and manage the preparation of documents accordingly.
  • Assisting commercial team members with any other member or loan related duties as needed.
  • Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
  • Other duties as assigned.

Minimum Required Skills & Competencies:

  • Has comprehensive knowledge of commercial and real estate loan documentation and experience preparing, reviewing and facilitating the closing of loan packages for commercial purpose loans with minimal documentation or policy exceptions.
  • Has a strong work ethic and is highly motivated to always deliver financial services and solutions with the highest ethical standards.
  • Has the ability to work independently and as a team to make intelligent decisions using sound judgement.
  • Demonstrates computer proficiency in Microsoft Office.
  • Has strong verbal and written communication skills.
  • Is supportive of team goals and initiatives.
  • Ability to listen well and resolve member issues in a positive manner.
  • Can multi-task on a daily basis and can learn new processes effectively.
  • Is able to learn new product information and promote benefits to members

Desired Skills & Competencies:

  • Has a minimum of one year experience processing commercial loans in a commercial banking environment with very low documentation and policy exception rate.
  • Previous experience in the following programs: Laser Pro, NextGen, FIS Insight, Baker Hill

Physical Requirements:

  • Express or exchange ideas by means of the spoken word via email and verbally.
  • Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
  • Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
  • Not substantially exposed to adverse environmental conditions.
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.

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