Document Administrator III - Private Bank
Core
Preparing and reviewing complex loan documentation to facilitate closings, ensure lien perfection, and support Ultra High Net Worth lending portfolio quality control.
Role type
Senior mortgage operations specialist (quality control & documentation)
Builds
Residential and commercial loan transactions ready for servicing and portfolio management
Domain
Banking / Mortgage Lending / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Mortgage operations knowledge, TRID compliance, lien perfection, title review, collateral validation, complex vesting structures, tolerance cure identification, loan defect tracking
Preferred skills
Auditor or Quality Assurance experience, construction lending knowledge, budget review experience
Technologies
Systems of record for documentation and loan tracking
Responsibilities
Review loan documentation and Closing Disclosures for accuracy and TRID compliance; Lead due diligence and collateral perfection for specific market segments; Identify and track loan defects and compliance issues; Coordinate corrective actions with legal counsel and business partners; Monitor Service Level Agreements (SLAs) for loan processing
Seniority
Senior, hands-on IC