Loan Operations-Doc Prep & Covenant Specialist na INTRUST Financial Corporation / INTRUST Bank

At INTRUST Bank, 10 character qualities are at the foundation of all we do. They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each other, are why we give back to communities, and inform how we shape our goals as a company. These character qualities are our tradition, and we bring them to life each day.

Your career is important to you, which makes it important to us. At INTRUST you’ll find a welcoming, encouraging atmosphere where your talents can thrive. You will be supported in your career, you can lead no matter what your title, and you can see a path for future growth. If you’d like to find a place of work where you’re appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role.

A modern benefits approach:  To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being.

• Competitive pay
• Generous time off
  • Employees receive three weeks of paid vacation plus 11 paid holidays each year.
  • Paid time off to volunteer in the community.
  • Paid employee and family sick leave.
  • Paid parental leave.
• 401(k) plan with 6% employer match and 100% immediately vested.
  • 3% non-elective company contribution; non-elective contribution vested after 3 years of service.
• Career growth and development resources
• Tuition reimbursement for full-time and part-time employees enrolled in any degree program.
• Banking benefits
• Medical, dental, and vision insurance

Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details.

Job Summary: Provides value to IFC by ensuring accuracy, consistency, and compliance through the Loan Document preparation and covenant validation processes. Provides loan documentation in a complete and accurate manner based on information provided to protect the bank from potential losses.  Reviews commercial loan portfolio documents including line of credit, modifications, subordinations, document exception reporting and image preparation. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST’s character qualities.

Essential Functions: All expectations described in the job description’s essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation. 

• Communicate to Lender/AA throughout the documentation process. 

• Prepare required loan documents and required correspondence dependent upon transaction type.

• Review loan documentation for quality and accuracy prior to forwarding to Lender/AA.

• Validate critical information and adherence to requirements by reviewing loan documentation including the securitization of note & loan agreement instruments, business entity documentation, and other critical documentation.

• Review accuracy of received supporting financial documentation for Financial Statement Covenant review, updating tracking as required.  

• Support of any tasks for Loan Operations that could include review and maintenance of data/documentation and procedures. 

• Must be able to work with internal software, programs, host systems and hardware to ensure that service level agreements are met.

Education and Experience: High school diploma or equivalent is required; two to three years related job experience or a bachelor’s degree preferred. 

Required Skills and Knowledge: Knowledge of Microsoft Office products. Must have good attention to detail, be organized, meet deadlines, and prioritize tasks. Able to prioritize tasks and follow procedures accurately. Effective verbal and written communication skills are necessary for collaboration with internal and external customers, including outside vendors or service providers.

Required Licenses and/or Certifications: None

Physical Demands: Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.

Working Conditions: Normal office conditions.

This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position.  Employees will be required to follow any other duties as assigned or requested by their supervisor.

INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual’s protected category constitutes a bona fide occupational qualification.