CareerPlan

Loan Documentation and Process Senior Analyst

Tampa, FL, USFull-time$71k–$106k2026-11-07 → 2026-11-09

Core

Manage preparing and reviewing loan documentation, independently process and close loans, and support process improvement initiatives within a complex loan operations environment.

Role type

Senior IC loan documentation and process analyst

Builds

Loan documentation packages and closed loans

Domain

Banking / Loan Operations

Required skills

Loan documentation processes, risk mitigation, data analysis, project management, policy formulation, regulatory compliance, report design, team leadership, external customer interaction

Preferred skills

Data analysis tools, process improvement methodologies

Technologies

Data analysis tools

Responsibilities

Independently process and close loans within a complex loan operations environment, design and analyze complex reports to satisfy management requirements, lead and provide guidance to a small team, interpret data and present findings to management with recommendations, formulate policies to streamline work processes, minimize risk by adhering to audit and control policies, manage and escalate requests and errors related to loan documentation, provide on-the-job training to new team members, interact with external customers to explain information

Seniority

Senior, hands-on IC