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Commercial Loan Documentation Specialist

Parkside Financial Bank & Trust

Job Location:

Clayton, OH - USA

Monthly Salary: Not provided by the employer

Posted: 6 June 2026 (30+ days ago)

Application Deadline: 18 October 2026

Vacancies: 1 Vacancy

The job posting is outdated and position may be filled

Job Summary

Parkside Financial Bank & Trust started in 2007 with four professionals and one big goal: to make business banking and wealth management more personal more insightful and more responsive. Today were an independent partner for successful families and privately held businesses bringing together banking commercial lending trust and family office services in one place.

From St. Louis to Denver to Bedford weve grown with our clients to $1.1 billion in Bank assets and approximately $3.9 billion in Trust & Family Office assets under management. Weve also been recognized as a Top Workplace in St. Louis for six consecutive years thanks to a team thats Smart Likeable Entrepreneurial and Dependable. If you like doing great work with great people youll fit right in.

Why Parkside We are a fast-growing high-trust team where youll do real work learn quickly and be genuinely valued.

We are searching for a highly motivated Commercial Loan Documentation Specialist to join our Loan Operations team. The Loan Documentation Specialist must effectively communicate regularly on information requests and the status of pending closings among other responsibilities detailed below. This position requires a high school degree or equivalent associate or bachelors degree preferred and 3 or more years experience to commensurate with responsibilities detailed below.

RESPONSIBILITIES

Prepare and review loan documents in accordance with Bank policies and procedures while staying in compliance with regulatory requirements including CRA HMDA OFAC Flood Patriot Act Regulations B O U and Z appraisal environmental and beneficial ownership
Manage individual workflow through the Banks loan management system to determine timing documentation parameters and required contents of the final loan package for closing
Collaborate with the Loan Operations Team Lead and Manager on deal structure supporting documentation and questions on additional items needed to prepare documents
Collaborate with the Loan Coordination team on sending and receiving complete loan closing packages
Openly communicate with Loan Operations Loan Coordination and Relationship Managers on missing or additional items needed to finalize a loan closing
Work in Laser Pro the banks core system for research purposes and the workflow system used for queue assignments and individual deal flow for documentation prep
File or record necessary collateral documents to perfect the banks security interest
Perform quality assurance review of either new or renewed closed loans in our Banks core system
Create and manage outstanding documentation ticklers utilizing the Banks workflow system
Meet established turnaround times while maintaining a high level of accuracy
Indexing and/or review of daily work processes and closed loans in the Banks imaging system
Preform other duties as assigned by Team Lead or Manager

QUALIFICATIONS AND SKILLS

2 years experience in commercial loan operations
High school diploma or equivalent required; associate or bachelors degree preferred
Experience with Laser Pro a plus
Motivated self-starter
Detail oriented and highly organized
Able to multi-task and prioritize to meet deadlines
Able to work both independently and as an integral part of a team
Quickly and proficiently comprehend new information
Able to focus on key priorities and thrive in a complex and ever-changing environment
Strong work ethic
Stable under pressure or stress
Willingness to learn and contribute to companys financial growth and profitability

EMPLOYEE BENEFITS
Parkside is proud to offer competitive benefits for all our employees including:

Competitive salary with bonus
Medical dental and vision insurance
401k Plan Employer Match
Employee Stock Options
12-week paid maternity leave
Paid 4 Week Sabbatical Program including $5000 for travel with every 5 years of employment
Tuition Reimbursement
Employee charitable giving support
Company-paid parking & more!

Parkside Financial Bank & Trust provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local are committed to providing an inclusive workplace that accommodates the diverse needs of all individuals. If you require any accommodations during the application process or while employed please inform us so we can provide suitable assistance and modifications.
All employment offers are contingent until applicant successfully completes all necessary background checks and drug screens.

Required Experience:

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