American National Bank of Texas

  • Commercial Loan Document Preparer

    Posted Date 2 months ago(12/3/2018 4:28 PM)
    Job ID
    Location Name
    ANBTX Resource Center
  • Overview

    Guided by our values since 1875, American National Bank of Texas strives, through the power of relationships, to be the preferred bank of choice for individual and business customers in the communities that we serve.

    Building relationships with our customers, employees, and communities are at the core of everything we do. Join us as we provide our customers with solutions, not just products.  We believe in teamwork and empowering high performers who are committed to our mission while achieving personal and professional success. 


    The Loan Document Preparer  is responsible for providing accurate and necessary documents in accordance with approval criteria, underwriting specifications, regulatory requirements and policy within a limited timeframe to perfect bank's lien or position. The individual ensures the terms & conditions, in which the loan was approved, are met.

    • Prepares loan documents
    • Analyzes loan details to confirm adherence to all legal and bank requirements
    • Interprets loan details to confirm adherence to the approved loan agreement
    • Communicates with a wide variety of individuals regarding sensitive and timely information
    • Obtains missing documents from frontline personnel
    • Evaluates documents to minimize risk
    • Identifies and explains documents to be presented
    • Orders, reviews, and files third party documents such as UCC 1, UCC 3, etc.


    • High School diploma or equivalent educational/work experience
    • 3 years document preparation experience in CRE, C&I, and Consumer lending
    • Experience with loan documentation systems such as LaserPro and Wolters Kluwer


    • Requires knowledge of loan related regulations, bank policies and required documentation; ability to recognize loan documentation deficiencies
    • Working knowledge of Microsoft Excel and MS Word
    • Work occasionally requires more than 40 hours per week to perform the essential functions of the position
    • Lifting in an office setting may be required up to 30lbs.

    Equal Opportunity Employer


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