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Loan Documentation Process Jobs in Indiana (NOW HIRING)

TEKsystems

Document Management Specialist

Fishers, IN

$18.25/hr

Scanning and digitizing loan documentation * Processing documents for automated indexing * Preparing and organizing files for storage and shipment * Creating and maintaining reports using Excel and ...

First State Bank

Mortgage Loan Assistant

Middlebury, IN · On-site

... documentation requests through the Mortgage Processing and Underwriting Department and processing post-closing paperwork making sure that signed documents are returned tot he Mortgage Processor ...

TEKsystems

Document Management Specialist

Fishers, IN

$18.25/hr

Scanning and digitizing loan documentation * Processing documents for automated indexing * Preparing and organizing files for storage and shipment * Creating and maintaining reports using Excel and ...

F&M Bank

Commercial / Ag Loan Assistant

Bluffton, IN · On-site

Process new and renewal notes. * Collect accurate documents, signatures, dates and other relevant data for loan files and ensure they are properly recorded. * Adheres to Loan Policy and Compliance ...

First State Bank

Mortgage Loan Assistant

Middlebury, IN · On-site

... documentation requests through the Mortgage Processing and Underwriting Department and processing post-closing paperwork making sure that signed documents are returned tot he Mortgage Processor ...

First State Bank

Mortgage Loan Assistant

Middlebury, IN · On-site

... documentation requests through the Mortgage Processing and Underwriting Department and processing post-closing paperwork making sure that signed documents are returned tot he Mortgage Processor ...

Old National Bank

Mortgage Loan Opener

Evansville, IN · On-site

$38K - $52K/yr

This position ensures mortgage files and all applicable documents are complete, organized, and accurate. This allows for quicker loan processing time and a more positive client experience. Key ...

Old National Bank

Mortgage Loan Opener

Evansville, IN · On-site

$38K - $52K/yr

This position ensures mortgage files and all applicable documents are complete, organized, and accurate. This allows for quicker loan processing time and a more positive client experience. Key ...

Old National Bank

Mortgage Loan Opener

Evansville, IN · On-site

$38K - $52K/yr

This position ensures mortgage files and all applicable documents are complete, organized, and accurate. This allows for quicker loan processing time and a more positive client experience. Key ...

Old National Bank

Mortgage Loan Opener

Evansville, IN · On-site

$38K - $52K/yr

This position ensures mortgage files and all applicable documents are complete, organized, and accurate. This allows for quicker loan processing time and a more positive client experience. Key ...

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All JobsLoan Documentation Process JobsLoan Documentation Process Jobs in Indiana

Loan Documentation Process information

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 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 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.

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 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 are popular job titles related to Loan Documentation Process jobs in Indiana? For Loan Documentation Process jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Loan Documentation Process jobs in Indiana look for? The top searched job categories for Loan Documentation Process jobs in Indiana are:
What cities in Indiana are hiring for Loan Documentation Process jobs? Cities in Indiana with the most Loan Documentation Process job openings:
Loan Documentation Process jobs near you
Infographic showing various Loan Documentation Process job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 4% Contract, and 1% Nights. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution.

Specialist I, Commercial Loan Operations, South Bend, IN

1st Source Bank

South Bend, IN • On-site

Full-time

Re-posted 3 hours ago

1st Source Bank rating

8.8

Company rating: 8.8 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

16th of 171 rated banks

Job description

POSITION SUMMARY
Responsible for preparing business loan documentation, ensuring the bank has collateral perfection, and performing post-closing loan servicing to adhere to the credit approval and the bank's policies and procedures.
ESSENTIAL REQUIREMENTS
  • Reviews and determines the appropriate documentation and perfection requirements according to the credit approval within service standard agreements.
  • Examines loan documentation or accuracy, completeness and properly executed signatures.
  • Ensures appropriate due diligence requirements are completed.
  • Works closely with relationship managers and documentation staff in processing loan and lease transactions.
  • Boards loan to loan system and performs a 2 day verification of financial data.
  • Follows up directly with internal and external customers for pending items.
  • Performs monthly review of various reports to ensure accuracy including financial and regulatory data and perfection of bank's lien.
  • Performs necessary follow up and updates to ensure compliance.
  • Manages various reports clearing exceptions and performs collateral audits working with relationship managers and customers to gather required documentation or information to clear the exceptions.
  • Regular and predictable attendance is an essential requirement of the position.
  • Responsible for the completion of all compliance training related to the position.
  • Must understand all applicable laws and regulations that apply to the position and complies with the requirements.

NON-ESSENTIAL FUNCTIONS
  • Performs all other duties as assigned.

EXPERIENCE/SKILLS
  • One (1) to three (3) years of related experience preferred.
  • Prior commercial loan documentation and perfection of lien experience for titled, non-titled and real estate collateral preferred.
  • Good PC skills--proficiency in Microsoft Word and Excel essential.
  • Good communication and organizational skills.
  • Ability to handle multiple tasks in a fast-paced environment.
  • Detail oriented.

EDUCATION
Bachelors Degree preferred.
TRAVEL REQUIREMENTS
Ability to travel to all locations as well as ability to travel over night, as needed for meetings, projects, seminars, etc.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone and standard office equipment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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