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Loan Documentation Specialist 

About the Organization We are people serving people. Established in 1849, Savings Bank of Danbury is a full-service community bank rooted in history and positioned for the future. We provide a full array of deposit, savings, and lending services for individuals and businesses. Through modern banking technology, our customers can access to their accounts and manage their money anytime, on the go. We are committed to employing highly-motivated people who value customer care, professionalism, and team success.  
EOE Statement Savings Bank of Danbury is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Position Loan Documentation Specialist  
Full-Time/Part-Time Full-Time  

SUMMARY: Responsible for review and preparation of commercial loan documentation.


  • Review Credit Approval Memorandum to determine appropriate loan documentation requirements. Draft and prepare all loan documentation and other relevant documents as required.
  • Communicate with borrowers, legal counsel and bank employees to obtain and review due diligence items required to close commercial loans.
  • Review attorney prepared loan documentation for accuracy, completeness and conformity to the bank’s policies and procedures.
  • Coordinate with Commercial Banking Department to schedule loan closings.
  • Review requests for appraisals to determine appropriate scope of work required for commercial loan appraisals. Obtain appraisal quotes and engage appraisals for commercial loans. Ensure that all appraisals are independent and engaged in accordance with bank policy and procedures.
  • Is aware of and complies with regulatory guidelines and policies and the bank’s policies.
  • Is aware of and complies with CRA guidelines and policies and the bank’s non-discrimination policy.


  • Any other duties that may be assigned.


No direct reports.

Position Requirements


  • Two years of college or equivalent work experience with paralegal training or specialized knowledge of loan documentation.
  • Two years of relevant work experience in a legal, lending or banking environment or related field.
  • Proficient in Microsoft Word and Excel. Requires excellent written and verbal communication skills.
  • Critical thinking skills, the ability to work well with others and independently, accustomed to a fast-paced working environment, attention to detail, and multi-tasking.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job the employee:

  • Is regularly required to operate a computer and other office equipment, such as, a copy machine, calculator, phone, and computer printer.
  • Must be able to remain in a stationary position 60% of the time.
  • Is required to have close visual acuity to perform an activity such as, viewing a computer terminal and determine the accuracy, neatness, and thoroughness of work assigned to self and staff.
  • Is required to express or exchange ideas by means of the spoken word to convey detailed spoken instructions to other employees accurately.
  • Must be able to receive detailed information through oral communication.
  • The noise level in the work environment is usually low to moderate.
  • Position is considered sedentary and may require employee to lift up to 10 pounds.
Hours Per Week None Specified 

This position is currently accepting applications.

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