Dealer Services Release Specialist
Core
Coordinates the preparation of loan/lease packages in compliance with policies, regulatory guidelines, and investor standards by gathering and reviewing necessary documents.
Role type
Loan/lease processing specialist
Builds
Loan/lease files for funding and closing
Domain
Banking / Mortgage lending
Required skills
Document gathering and review, Regulatory compliance, Customer service, Problem resolution, Closing coordination, Fund disbursement
Preferred skills
Legal document knowledge, Critical thinking, Documentation software proficiency, Credit policy knowledge, Organizational skills
Technologies
Bank documentation software, Automated processing systems
Responsibilities
Coordinate preparation of loan/lease packages, Communicate with staff, customers, realtors, brokers, counsel, and title companies, Ensure compliance with internal and regulatory requirements, Coordinate closing and funding of assigned loan packages, Calculate final closing costs and disburse funds
Seniority
Mid-level, hands-on IC