Document Administrator II
Core
Prepares, reviews, and validates loan documentation for completeness, accuracy, and compliance with established policies and procedures in a banking environment.
Role type
Mid-level loan documentation specialist
Builds
Accurate and timely loan documentation packages for commercial and other loan products
Domain
Banking / Financial Services / Loan Operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery (loan documentation packages)
Required skills
Loan documentation review, Legal structures and legal forms, Research and information gathering, Risk awareness, Microsoft Office proficiency, Attention to detail, Problem solving
Preferred skills
Commercial loan documentation experience, Loan IQ system knowledge, Legal document review experience, Paralegal or quality review experience
Responsibilities
Prepares, reviews, and validates loan documentation for completeness and compliance; Identifies and resolves documentation discrepancies; Researches loan and documentation questions independently; Partners with line of business contacts, vendors, and legal counsel to resolve matters; Manages multiple assignments and deadlines while maintaining accuracy; Supports team meetings, training, and process-improvement activities.
Seniority
Mid-level, hands-on IC