Documentation Specialist

Vermont Economic Development Authority VEDA

Location: Burlington, Middlebury or Montpelier

Type: Full Time

Education: No Ed Requirements

Experience: 3 - 5 Years

Working under the supervision of the Director of Closing, assists with the preparation of loan documentation,
modifications, discharges, and other actions for all VEDA loan programs.

Essential Job Functions
• Reviews credit analysis, other business requests and commitment letter to determine loan documents to be
used and other items necessary to close and/or modify the loan.
• Preparation of loan document and modification packages for all VEDA loan programs, including releases
of collateral, new collateral filings, loan documentation packages, paid-in full documentation/notifications
and subordinations under the supervision of the Director of Closing.
• Prepare UCC filings for filing with the Vermont Secretary of State and local land records and reviews UCC
filings for loan modifications.
• Assists loan officers daily with respect to loan modifications and other documentation.
• Disburses funds relating to documentation changes.
• Works directly with borrowers as needed.
• Updates loan system database.
• Assists with milk-assignment changes, special projects, deferrals, or other modifications as needed.

• 2-5 years of administrative office experience.
• Paralegal or financial institution experience is preferred.

• Ability to maintain a high level of accuracy and attention to detail.
• Ability to set and maintain work assignment priorities.
• Ability to effectively communicate within various levels of the financial organization and external parties.
• Knowledge of sound, effective administrative techniques.
• Ability to effectively utilize Word, Excel, Outlook, Adobe, and DocuSign applications and ability to learn
necessary accounting and document management software.
• Ability to work effectively within a team and maintain a positive attitude.

General Working Conditions
• Standard office environmen

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