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Loan Documentation Specialist

The Commercial & Savings Bank · Millersburg, États-Unis d'Amérique · Onsite

  • Junior
  • Escritório em Millersburg
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The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties.  CSB is recognized as a top employer in our region as a nine-year winner of the NorthCoast 99 award (www.northcoast99.org), which recognizes the 99 best employers for top talent in Northeast Ohio.

This full-time position is located on-site at our Operations Center, in Millersburg, Ohio, or one of our banking centers after training is complete.  In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below.

Summary: Documentation and compiling of loan closing packages and to perform a variety of administrative, secretarial, and clerical duties.

Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

Loan Documentation and Processing

•    Create loan documents for mortgage, consumer, or commercial requests

•    Prepare denial documents for commercial loan applications

•    Produce supporting documents such as modification agreements, change in terms agreements, and checks

•    Maintain a working knowledge of regulatory requirements surrounding loan documentation.

•    Prepare accurate disclosures as required.

File Review and Quality Control

•    Read, interpret, and apply information from loan applications and documents

•    Verify loan files and supporting documentation for completeness and accuracy

•    Review of loan documents for quality and regulatory compliance

•    Establish or assist in maintaining accurate loan files

Administrative and Technical Support

•    Disburse construction loan lien waivers, checks, or line of credit advances

•    Handle confidential departmental records

•    Serve as administrator or backup for loan-related software or third-party programs as assigned

•    Assist with departmental projects and initiatives

•    Contribute to creating and updating written policies and procedures

Communication and Organizational Alignment

•    Communicate clearly and effectively, both verbally and in writing

•    Demonstrate commitment to CSB’s vision, mission, and core values


Education: A high school diploma or general education degree (GED) is required.  A minimum of one year of related work experience; or equivalent combination of education and experience.

Summary of Employee Benefits:

  • Competitive base wage
  • Incentive compensation and profit sharing
  • Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance – (plan and/or benefits eligibility requirements apply)
  • Paid time off for vacation, illness, bereavement, and jury duty
  • 401(k) with an employer match and on-site advisers
  • Employee Assistant Program (EAP) with free access to mental health resources
  • Comprehensive wellness program with financial incentives to promote a healthy lifestyle
  • Training and professional development opportunities to help you reach your long-term goals
  • Paid holidays available immediately upon hire
  • Volunteerism opportunities to give back to our local communities

The Commercial & Savings Bank is an Equal Opportunity Employer.