Loan Documentation Spec 5
Core
Support the lifecycle of collateral management for commercial loan portfolios by processing documentation, filing liens, and maintaining records.
Role type
Collateral Processing Specialist
Builds
Commercial loan collateral portfolios
Domain
Banking / Financial Services
Required skills
Document review and validation, Lien filing, Record maintenance, Regulatory compliance, Risk issue escalation, System research, Process improvement
Preferred skills
Analytical skills, Understanding of financial operations and risks, Knowledge of applicable laws and regulations
Technologies
Internal collateral management systems, Public records databases, Microsoft Office suite
Responsibilities
Review and validate collateral documentation for accuracy and completeness, Perform lien filings, continuations, and related activities to ensure collateral perfection, Maintain and update collateral records within internal systems, Process collateral releases including verifying approvals, Research and resolve collateral discrepancies using internal systems and public records, Identify and address documentation exceptions and escalate risk issues, Monitor collateral status and support ongoing maintenance activities including lien tracking, Ensure compliance with regulatory, policy, and audit requirements, Contribute to process improvements to enhance consistency, efficiency, and risk mitigation
Seniority
Mid-level, 2-3 years experience
