Commercial Loan Documentation Specialist

  • Location
    Lodi, California
  • Category
    Loan / Mortgage
  • Job reference:
  • Job type
    Direct Hire

Hi there! 

We are actively looking to add a Commercial Loan Documentation Specialist to help lead our team in our corporate headquarters in Lodi, CA!

We are a well-established banking institution with multple branches throughout California and our loan business has been growing exponentially! 

We're looking for a candidate who can handle a high volume of loan packages in a fast paced environment as our loan business has steadily increased (and still growing!) recently. 

This is a direct-hire (no contract period).

We are partnering with Andrew Walsh from Accounting Principals to help us find the right person for our team.  Please read the decriptions below and if this position sounds ideal for you, please reach out to Andy directly at or apply here directly.  We look forward to hearing from you!



  • Prepares commercial loan documents
  • Funds/closes real estate transactions with title companies
  • Reviews a loan packages received from branches for completeness
  • Requirements:

  • Our ideal candidate someone who models operational and customer service excellence
  • Must be a detail-oriented, deadline-driven individual  with a strong ability to prioritize work tasks effectively
  • Must be an A+ communicator, who has above average written and verbal communication skills
  • An individual who functions collaboratively and demonstrates teamwork, yet has the ability to work independently and take initiative when necessary
  • An inquisitive, dependable problem-solver who is task driven
  • A quick learner who takes pride in completing tasks completely and accurately
  • Minimum of a high school diploma or G.E.D. required
  • 4 or more years of experience in preparing commercial loan documents
  • Must have experience in using various computer systems and applications, or be proficient in using banking- related PC applications in a Microsoft Windows environment

    Again, if this position sounds like one you would like to pursue, please reach out to Andy right away! We look forward to hearing from you!

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