ORS Partners

  • Loan Documentation Processor

    Job Locations US-PA-Phoenixville
    Posted Date 3 days ago(7/12/2018 9:23 PM)
    Job ID
    # of Openings
  • Overview

    At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences, and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.

    Customers Bank, recently named by Forbes magazine as the 35th Best Bank in America (there are over 5,700 banks in the United States!), has an immediate opening for a Loan Documentation Processor in our Loan Documentation department. As a Loan Documentation Processor, you will be responsible for preparing checklists for approved commercial loans to share with Relationship Mangers. You will be receiving this information through many different sources which include in person and over email. In addition, you will be expected to work out of our Laser Pro system for preparing loans.


    We are looking for a highly motivated, team player, who thrives in a fast-paced environment.


    • Prepare and coordinate loan packages
    • Review Preliminary Title Report
    • Coordinate and support loan closings with Relationship Managers and Attorneys
    • Partner with Relationship Officers, Title Agents, and Participant Banks regarding closing, funding, and distribution of documents post-closing
    • Review documentation for attorney prepared deals


    • 3-5 years commercial loan documentation experience in the financial or banking industries
    • High school diploma required
    • Paralegal Certification is preferred
    • Proficient Laser Pro or similar documentation system
    • nCinco System would be a plus
    • Strong organizational skills
    • Ferocious attention to detail
    • Ability to verify data accuracy
    • Be able to perform and respond to tasks in a high-volume area
    • Strong research and problem-solving capabilities

    Customers Bank will provide consideration for employment to qualified applicants without regard to their race, color, religion, national origin, sex/ gender, sexual orientation, gender identity, protected veteran status or disability.


    VEVRAA Federal Contractor, seeking priority referral of qualified protected veterans.


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