Loan Documentation/Prefunding Specialist

United States

Zions Bancorporation
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Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career. This position is fully remote. The ideal candidate will reside within the Zions Bancorporation footprint.

The ideal candidate for the Loan Documentation/Prefunding Specialist will have the skills and experience necessary to meet the following responsibilities and qualifications:

Provides administrative and/or operational support for business banking loan operations.

Duties may include loan documentation preparation activities, ensuring the accurate and complete preparation of loan documents, creating legal documents as required i.e.: streamline renewal documents).

Duties may also include assigned pre-funding activities such as verifying and ensuring that the required closed loan documents have been received and properly executed, and for validating balanced disbursement information prior to providing the OK to Fund for loans underwritten and approved.

Employees may be aligned in teams by complexity and may specifically support real estate, non-real estate secured loans, or SBA loans, but may support multiple methodologies and collateral types and therefore must possess the appropriate skills needed for each.

Responsible for meeting turn time and accuracy requirements dictated by established service level agreements.

Works closely with Business Bankers/Branch Managers, Loan Closers and other loan operations departments.

Other duties as assigned.

Qualifications:

Requires High School diploma or equivalent and some previous banking or loan process experience or other directly related experience.

Basic knowledge of lending processes and procedures, loan documentation, exceptions, collateral review, payment and loan systems. Knowledge of banking processes helpful.

Must have good organizational and customer service skills.

Must possess numeric and verbal aptitudes. Good written and verbal communications skills. Ability to complete processes and meet deadlines.

Working knowledge pc's and various word processing, spreadsheet or related software.

Benefits :

Medical, Dental and Vision Insurance - START DAY ONE.

Life and Disability Insurance, Paid Parental Leave and Adoption Assistance

Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts

Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays

Salary range - $15.69 to $23.00 depending on experience

401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience

Mental health benefits including coaching and therapy sessions

Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire

Employee Ambassador preferred banking products

Req ID: 067093

Equal Opportunity Employer

It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

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Date Posted: 29 April 2025
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