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Loan Documentation Process Jobs in Florida (NOW HIRING)

Valley Bank

SBA Loan Processor - Ybor City, FL

Tampa, FL · On-site

$17.75 - $23.50/hr

Perform preliminary analysis to assess documentation required for submission to the SBA or meet PLP ... Manage closing process. Engage attorney and act as liaison with attorney, borrower, and BDO to ...

Community State Bank

Loan Processor

Starke, FL · On-site

$16 - $21.25/hr

... Process an application and verify accuracy of information supplied • Prepare applicable ... closing documents and send to title company • Coordinate with attorneys to prepare loan ...

Fairwinds

Mortgage Loan Processor

Orlando, FL · On-site

$34K - $47K/yr

... documentation as needed. * Initiate welcome calls and communications with borrowers, setting expectations and providing ongoing status updates throughout the loan process. * Order and monitor ...

New

FAIRWINDS Credit Union

Mortgage Loan Processor

Orlando, FL · On-site

$34K - $47K/yr

... documentation as needed. * Initiate welcome calls and communications with borrowers, setting expectations and providing ongoing status updates throughout the loan process. * Order and monitor ...

New

Fairwinds Credit Union

Mortgage Loan Processor

Orlando, FL · On-site

$34K - $47K/yr

... documentation as needed. * Initiate welcome calls and communications with borrowers, setting expectations and providing ongoing status updates throughout the loan process. * Order and monitor ...

New

ABSM

Mortgage Loan Processor

Miami Lakes, FL · On-site

$50K/yr

Maintain detailed documentation of the process in our system - from origination to close * Interview prospective loan applicants and assist them in finding the best loan products for their needs

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Loan Documentation Process information

What is loan documentation process?

The Loan Documentation Process refers to the series of steps involved in preparing, reviewing, and finalizing all necessary paperwork required to approve and disburse a loan. This process ensures that all legal and regulatory requirements are met, and that the terms of the loan are clearly documented for both the lender and the borrower. Proper loan documentation helps prevent disputes, protects the interests of both parties, and facilitates smooth loan servicing and repayment. The process typically includes collecting financial documents, verifying borrower information, and executing loan agreements.

What are some common challenges faced in the loan documentation process role, and how can they be managed effectively?

Professionals in the Loan Documentation Process often encounter challenges such as handling tight deadlines, ensuring accuracy under pressure, and managing large volumes of paperwork. It's essential to stay organized, regularly update checklists, and maintain open communication with loan officers, underwriters, and clients to proactively address any missing or incorrect information. Utilizing document management systems and staying up-to-date on regulatory changes can also help ensure compliance and streamline the workflow.

What are the key skills and qualifications needed to thrive in loan documentation process roles, and why are they important?

Success in a Loan Documentation Process role requires strong attention to detail, knowledge of banking regulations, and experience with loan documentation procedures, often supported by a finance or business-related degree. Familiarity with loan origination systems (LOS), document management software, and compliance tools is typically essential. Excellent organizational skills, problem-solving ability, and clear communication help professionals excel in coordinating between clients and internal teams. These skills ensure accurate, compliant, and timely loan processing, which is critical for minimizing risk and maintaining customer trust.

What is the difference between Loan Documentation Process vs Loan Underwriter?

AspectLoan Documentation ProcessLoan Underwriter
Primary RolePreparing, reviewing, and organizing loan documentsAssessing loan applications and approving or denying loans
Required SkillsAttention to detail, knowledge of loan documents, complianceRisk assessment, financial analysis, decision-making
Work EnvironmentOffice setting, often in banks or lending institutionsOffice environment, often in banks or mortgage companies
CertificationsTypically none required, but familiarity with lending regulations helpsCertifications like Loan Underwriting Certification are common

The Loan Documentation Process focuses on preparing and managing loan documents, ensuring accuracy and compliance. In contrast, a Loan Underwriter evaluates loan applications to determine approval based on risk analysis. Both roles are essential in the lending industry and often work closely together, but they serve different functions in the loan approval process.

Is loan documentation processing a hard job?

Loan documentation processing can be a detailed and demanding role that requires strong attention to accuracy, organization, and knowledge of financial regulations. It often involves reviewing and preparing legal documents, which may require familiarity with loan agreements and the use of document management tools. The job can be challenging but is manageable with proper training and experience.

What does a loan documentation process do?

A loan documentation process involves preparing, reviewing, and managing all necessary documents required to approve and fund a loan. It ensures that all legal, financial, and compliance requirements are met, facilitating a smooth loan approval and disbursement. Professionals in this process often use specialized software and must verify borrower information accurately.

What are popular job titles related to Loan Documentation Process jobs in Florida?

For Loan Documentation Process jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Loan Documentation Process jobs in Florida look for?

The top searched job categories for Loan Documentation Process jobs in Florida are:

What cities in Florida are hiring for Loan Documentation Process jobs?

Cities in Florida with the most Loan Documentation Process job openings:

Loan Documentation Process jobs near you
Infographic showing various Loan Documentation Process job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, 3% Contract, and 1% Nights. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.

Loan Documentation Specialist

DFCU Financial

Tampa, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 24 days ago

Key responsibilities

  • Review commercial loan approvals to determine documentation and due diligence requirements.

  • Coordinate the preparation, review, and closing of commercial loan transactions to ensure accuracy and compliance.

  • Apply credit policies and procedures to mitigate risk and support regulatory and policy requirements.

Job description

Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country.
Do you have extensive experience with commercial loan documentation and the attention to detail needed to support complex loan transactions?
As a Loan Documentation Specialist, you will review commercial loan approvals, determine documentation and due diligence requirements, and coordinate the preparation and closing of commercial loan transactions. This role plays a key part in mitigating risk, supporting regulatory and policy requirements, and ensuring a smooth and efficient closing process.
Strong knowledge of commercial lending, loan documentation requirements, and business entity structures, along with the ability to manage multiple priorities and deadlines, are essential for success in this role.
The Opportunity: We are seeking a Loan Documentation Specialist to join our team in Florida.
What You'll Do:
  • Receive, review and analyze credit approvals to determine the appropriate loan documentation and due diligence requirements.
  • Verify that sufficient lending authority was obtained on the loan approval.
  • Maintain knowledge of business entity structures, and obtain and review entity documents to determine the parties that are authorized to bind the entity to the loan transaction.
  • Produce and obtain appropriate documentation in compliance with the terms of loan requests, including title commitments, title searches, UCC searches, evaluations or real estate appraisals, environmental reports, flood determinations, proof of insurance, surveys and entity documents.
  • Apply credit policy and procedures to transactions to mitigate risk.
  • Maintain knowledge of business compliance regulations.
  • Coordinate effort to engage and finalize preparation of loan documents by internal and external counsel.
  • Ensure that loan documents prepared in LaserPro or by outside counsel are accurate and in accordance with the approved terms.
  • Develop and maintain subject matter expertise in preparing loan documents using Laser Pro.
  • Determine when underwriting approval conditions for the loan closing have been satisfied.
  • Obtain funding information and create/review the settlement statement providing direction for loan proceeds.
  • Determine appropriate loan coding needed for portfolio and regulatory reporting purposes.
  • Work with lending operations to ensure loans are properly booked and managed in DNA.
  • Meet expected service levels related to due diligence, closings and periodic review requirements.

What You'll Need:
  • Associate degree or equivalent work experience. Bachelor's degree preferred.
  • 5 + years' experience in processing commercial loans.
  • Experience processing commercial construction loans and SBA (504) commercial loans, preferred.
  • Strong knowledge of commercial loan documentation and requirements.
  • Knowledge of commercial banking and lending credit policy and guidelines.
  • Ability to handle multiple priorities and meet deadlines.
  • Commitment to delivering exceptional service.
  • Proficient in Microsoft 365.
  • Demonstrated analytical and problem-solving skills.
  • Able to initiate and embrace change.
  • Excellent interpersonal skills, including written and verbal communication and ability to work in a team environment.

What We Offer:
  • Potential for a hybrid work schedule
  • 401k plan match, dollar for dollar up to 4%
  • 401k additional employer contribution after one year at 5%
  • Employee bonus program
  • Medical, dental and vision insurance effective date of hire
  • Health savings account (HSA)
  • Flexible spending accounts for medical and dependent care expenses
  • Adoption assistance for qualified expenses maximum $10,000 per child
  • Wellness initiatives and reimbursements
  • Pre-paid legal services plan
  • Identity protection plan
  • Accident supplemental plan
  • Short & long term disability plans paid for by company
  • Company provided basic life insurance of $50,000 plus supplemental for employee, spouse and child
  • Pet Insurance
  • Free financial planning assistance
  • Numerous fun employee events throughout the year
  • Volunteer and community engagement opportunities
  • Employee loan discounts (closed-end loans)
  • Service / anniversary awards
  • Employee discounts for company logo wear
  • Employee referral payouts for recruiting your friends and family
  • Paid lunch time
  • Tuition reimbursement / Education assistance
  • Ongoing training opportunities
  • Leadership development program
  • Paid time off
  • Paid holidays (13 per year)
  • Flexible scheduling for students

Equal Opportunity Employer / Disabled / Veterans

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