Question
5-10

Loan Operation Specialist - Documentation Preparation

12/12/2025

The Loan Operations Specialist is responsible for preparing and reviewing commercial loan documentation and ensuring accuracy for lending transactions. This includes performing pre-closing and post-closing duties in a multi-state environment.

Working Hours

40 hours/week

Company Size

1,001-5,000 employees

Language

English

Visa Sponsorship

No

About The Company
Operating as Sunflower Bank and First National 1870, Sunflower Bank, N.A. provides relationship-focused services and financial solutions to meet your personal, business, and wealth management financial objectives. Whether you know us as Sunflower Bank or First National 1870, our philosophy is simple: we offer a full range of financial products that create possibility in the lives we touch and the communities we serve. We value the needs of each customer and partner with them to help achieve their goals through innovative solutions and locally informed decision-making. We are proud of our longevity and the long-term relationships it represents. Founded in 1892, for generations, we’ve helped valued customers across our expanding footprint realize their dreams through our financial solutions. We operate as First National 1870 in Albuquerque, Los Alamos, and Santa Fe, NM, to honor its founding in 1870 as the first bank in the Southwestern US.
About the Role

Description

 At Sunflower Bank, we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com.

 

Sunflower Bank, N.A is looking for an energetic, highly motivated individual to fill the full-time position of LOS Doc Prep. 


Description: 

The Loan Operations Specialist (LOS) - Documentation Preparation position is responsible for activities related to document preparation and review of required information necessary for commercial lending transactions including new loans and/or modifications of existing credit facilities with varying levels of complexity. This position is responsible for accurately performing pre-closing and post-closing duties related to complex commercial loan documentation and operations in a multi-state environment.


 Responsibilities: 

  • Prepare commercial loan documentation with an emphasis on operational excellence. 
  • Perform document review to ensure accuracy and completeness of all transactions by conducting a self-review of work completed to ensure accuracy of loan package. 
  • Obtain and review all pertinent information required to document loans for delivery to lender prior to the requested time. 
  • Proactively identify issues that could potentially delay or prevent closings, notify the appropriate parties and work to resolve issues efficiently.
  • Review LaserPro and attorney prepared documents prior to booking and funding to ensure loan stipulations on the Loan Approval and Credit Memorandum are met. 
  • Maintain knowledge of all aspects of commercial loan documentation, understanding legal entities and loan documents such as Notes, Security Instruments, Loan Agreements etc. 
  • Work independently and prioritizes a high volume of work.
  • Review loan risks and competing security interests by examining UCC records . 
  • Maintain knowledge of regulatory requirements.
  • Maintain knowledge of current loan policies.

Education / Experience Preferred:

  • Minimum of 6 years of banking experience with a minimum of 4 years in a commercial lending environment
  • Prior experience in creating commercial loan documentation with the use of LaserPro strongly preferred
  • Detail oriented to ensure accuracy of each loan
  • Personal understanding of entity documents for all types of borrowing entities 
  • Previous experience with regulatory compliance items for both consumer and commercial loans
  • Thorough understanding of complex loan and security documentation, including the requirements of all types of lien perfection
  • Ability to work quickly and independently in a fast-paced environment
  • Perform assigned tasks within the established Service Levels
  • Maintain personal performance within the established thresholds
  • Excellent oral and written communication skills 
  • Ability to develop and maintain working relationships with peers, co-workers and other bank employees, building trust and mutual respect

Pay is dependent on knowledge, skills, abilities, experience, and location.


Sunflower Bank Benefits


People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.
Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: 

  • Rooted in Strength 
  • Propelled by Growth 
  • Individuals in a Great Whole 
  • Creating Possibility 
  • Community Focused 

Associates enjoy outstanding benefits, including: 

  • 401(k) Plan with 6% Match 
  • Health/Dental/Vision Insurance 
  • Company-paid Life Insurance 
  • Tuition Reimbursement 
  • Fitness Reimbursement 
  • Paid Time Off 
  • Volunteer Leave 
  • Paid Holidays
  • Plus many more associate perks & incentives! 

If you qualify, apply online at www.sunflowerbank.com/careers


You’ve never worked anyplace like Sunflower Bank!


EOE/AA: Minorities/Females/Disabled/Vets


Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.


If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. 

Key Skills
Document PreparationCommercial LendingRegulatory ComplianceLoan DocumentationAttention to DetailCommunication SkillsProblem SolvingSelf-reviewUCC RecordsLoan AgreementsSecurity InstrumentsEntity DocumentsOperational ExcellenceMulti-state EnvironmentLoan RisksService Levels
Categories
Finance & AccountingAdministrative
Benefits
401(k) Plan with 6% MatchHealth/Dental/Vision InsuranceCompany-paid Life InsuranceTuition ReimbursementFitness ReimbursementPaid Time OffVolunteer LeavePaid Holidays
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