Loan Documentation Spec
Core
Processing final, executed loan documents and booking requests into the Automated Financial System (AFS) for commercial loans.
Role type
Loan Documentation Specialist
Builds
Accurate loan setups in AFS for downstream servicing and collateral processes
Domain
Banking / Commercial Lending
Required skills
Commercial loan documentation knowledge, attention to detail, risk awareness, process adherence, system proficiency, time management
Preferred skills
Analytical skills, quality control discipline, effective communication
Technologies
AFS, CLW, Microsoft Suite
Responsibilities
Review executed loan documentation and validate key terms (amount, maturity, interest rate, fees); Enter loan terms into AFS; Perform quality control reviews to identify and correct errors; Partner with stakeholders to resolve documentation gaps and discrepancies.
Seniority
Mid-level, 2-3 years experience