Wilson Bank & Trust

Independent bank delivering personalized financial solutions

Consumer Loan Document Specialist 2

Retail & Commercial BankingConfirmed live in the last 24 hours

Full-timeLebanon, TN, USANo salary listedIn-person

About the Job

Requirements

A high school diploma or GED is required.
Three years of experience in consumer lending, including loan processing, documentation, and funding, is required.
Knowledge of compliance requirements related to TRID disclosures is required.
Knowledge of loan documentation requirements, lien perfection, and collateral verification is required.
Experience using third-party vendors, including appraisers, title companies, and flood certification providers, is required.
A strong understanding of consumer loan structures and funding protocols is required.
Proficiency in Microsoft Office and loan processing systems is required.
Experience with Windows-based file management, including saving and moving files, is required.
The role requires attention to detail, critical thinking, and problem-solving skills.
The role requires integrity, honesty, professionalism, and a strong work ethic.
The role requires a commitment to service excellence.
The role requires the ability to work independently with strong organization and follow-through.
The role requires flexible and efficient time management, workload prioritization, and the ability to meet deadlines in a fast-paced environment.
The role requires willingness to work with purpose and urgency.
The role requires self-motivation and a positive, enthusiastic approach.
The role requires initiative and the ability to support a team.
The role requires discretion in maintaining confidentiality.
The role requires the ability to interact with customers and employees in a friendly, professional manner.
The role requires effective collaboration to achieve business objectives.
The role requires participation in outside community activities and willingness to work extended hours as needed.
The role requires willingness to grow and take on challenges.

Responsibilities

Prepare consumer loan documentation and coordinate with third-party vendors to order and track appraisals, flood certifications, and title searches.
Communicate with internal teams, processors, and vendors to support accurate and timely delivery of required documentation.
Verify loan documentation complies with credit approval, internal procedures, and regulatory requirements.
Confirm pre-funding requirements are satisfied before loan closing.
Identify and address documentation or funding discrepancies before closing.
Manage funding activities, including disbursement instructions, wire transfers, and post-funding documentation.
Categorize and file documents electronically.
Review vendor reports and certificates for completeness and alignment with loan policy.
Identify and assist with implementing process improvements to enhance departmental accuracy and efficiency.
Assist with special projects.
Cross-train with Consumer Loan Development team members to develop additional knowledge and skills.
Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional associations.
Attend training as requested.
Comply with federal banking regulations and laws, including consumer protection requirements and the Bank Secrecy Act/Anti-Money Laundering Program.
Participate in outside community activities as required.
Perform other duties as assigned.

It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.

Consumer Loan Document Specialist
Location: Lebanon, TN

If you’re looking for a career where purpose meets opportunity, and where your contributions truly make a difference, Wilson Bank & Trust is the place for you.

ABOUT US
Working at Wilson Bank & Trust means joining a purpose-driven organization where community impact and professional growth go hand in hand. The commitment to serving communities is matched by dedication to supporting employees—through recognition, rewards, and opportunities to grow. Inside our walls, you’ll find a workplace that reflects the same trusted reputation we’ve built since the beginning. Collaboration and servant leadership are at the heart of everything we do, creating an environment where talent is valued and service is elevated. Your voice matters here—feedback drives decisions on workplace flexibility, transparency, and strategic priorities.

ABOUT THE POSITION
The Connective Force
Picture yourself as the lifeblood that ties everything together—the communicator, the problem-solver, the bridge between operational teams. In these roles, you handle urgent calls, craft solutions, and ensure that every signal flows correctly so customers receive the right answers at the right time. You’re the one who steps in when things get tough, the superhero who keeps the mission on track. If you love variety, collaboration, and the occasional customer interaction, this is your stage. You’ll work across teams, solve challenges with a smile, and make sure the entire organization moves as one.

POSITION SUMMARY:
The Consumer Loan Document Specialist II is responsible for preparing consumer loan documentation, coordinating with third-party vendors for appraisals, flood certifications, and title searches and facilitating the funding of loan proceeds. This position maintains communication with internal teams, processors, and vendors to provide accurate and timely delivery of required documentation and verifies compliance with internal procedures, banking regulations, and audit standards. The Consumer Loan Document Specialist II reports to the Loan Development Manager and provides excellent service and support while demonstrating the Company’s values and supporting the mission.

POSITION DUTIES AND RESPONSIBILITIES:

Prepare loan documentation and coordinate with third-party vendors to order and track appraisals, flood certifications, and title searches
Maintain communication with internal teams, processors, and vendors to facilitate timely delivery and accuracy of all required documentation
Verify loan documentation is compliant with credit approval, internal procedures and regulatory requirements
Confirm pre-funding requirements are satisfied prior to loan closing
Identify and address documentation or funding discrepancies prior to closing. Facilitate funding management including disbursement instructions, wire transfers, and post-funding documentation
Categorize and file documents electronically
Review vendor reports and certificates for completeness and alignment with loan policy
Identify and assist with implementation of process improvements enhancing accuracy and efficiency of the department
Assist with special projects
Cross train with members of Consumer Loan Development to develop additional knowledge and skills
Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks and participating in professional associations
Attend training as requested
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Participate in outside community activities as required
Perform other duties as assigned

REQUIRED QUALIFICATIONS:

High school diploma or GED
3 years of experience in consumer lending including loan processing, documentation, and funding
Knowledge of compliance requirements related to TRID disclosures
Knowledge of loan documentation requirements, lien perfection, and collateral verification
Experience with process for utilizing third-party vendors including appraisers, title companies, and flood certification providers
Strong understanding of consumer loan structures and funding protocols
Proficient in Microsoft Office and loan processing systems
Experience with Windows based file management (Desktop, saving, moving of files)
Attention to detail, critical thinker and problem-solving skills
High standards for integrity, honesty, professionalism, and work ethic
Commitment to service excellence
Ability to work independently while demonstrating excellent organization and follow through
Demonstrate flexible and efficient time management and ability to prioritize workload and meet deadlines in a fast-paced environment
Ability and willingness to work with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self-starter with a strong desire to exceed expectations and capable of supporting a team
Maintain confidentiality discretion
Ability to interact with customers and employees in a friendly and professional manner
Ability to effectively work in collaboration with others to achieve business objectives
Participate in outside community activities as required working extended hours as needed
Willing to grow and be challenged

COMPREHENSIVE BENEFITS & RECOGNITION
We believe success should be acknowledged and celebrated. That’s why we offer an all-inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay, and more. OurEmployee Assistance ProgramandEmployee Care Fundprovide additional support when you need it most. We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees’ contributions are recognized companywide.

GROW WITH US

“Grow With Us” is more than a slogan—it’s an invitation. Whether partnering with local schools to teach the next generation hands-on financial life lessons throughSchool Bank, exploring diverse career paths through ourBanker AcademyProgram, or investing in yourself through ourEmployee Stock Purchaseprogram, you’ll find opportunities tailored to your interests and ambitions while working for WBT. We invest heavily in development through mentorships, workshops, banking schools, and certifications because when our people grow, our customers thrive.

About the Company

Wilson Bank & Trust

Independent bank delivering personalized financial solutions

Wilson Bank & Trust is a community-focused bank that provides personal and business banking services. It combines the resources and reliability of a larger bank with locally attentive, personalized service. Its offerings include knowledgeable business bankers who tailor financial solutions, customized banking products, and robust online and mobile banking with cash-management tools to help customers manage daily finances and optimize cash flow. The bank differentiates itself by delivering fast, local expertise and support, backed by stability and technology, while leveraging its deep understanding of the local market. It also participates in programs for military veterans through the Association of Military Banks of America and the Veterans Benefits Banking Program. The goal is to be a trusted financial partner that helps individuals and organizations manage and grow their finances and business.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: Lebanon, PA
Founded: 1987

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