Loan Boarding & Legal Document Review Specialist
Core
Final checkpoint for commercial real estate loan boarding, validating legal documents against credit memos and ensuring system data integrity.
Role type
Senior operational specialist (loan boarding & legal review)
Builds
Accurate loan records in nCino and core servicing systems for commercial real estate lending
Domain
Commercial real estate lending & banking operations
Required skills
Commercial loan documentation review, KYC/BSA/AML compliance, nCino platform proficiency, data reconciliation, regulatory compliance knowledge, Microsoft Excel, PDF applications, workflow automation
Preferred skills
Experience with loan participations and syndications, process improvement initiatives, training development
Technologies
nCino, core loan servicing systems, Microsoft Excel, PDF tools, reporting tools
Responsibilities
Review loan documentation and credit approvals for accuracy and compliance; Extract and reconcile key loan data across legal documents and systems; Collect and validate KYC and beneficial ownership documentation; Enter and maintain loan information in nCino and core systems; Coordinate with underwriters, legal counsel, and servicing teams to resolve exceptions; Monitor boarding activities and track outstanding conditions
Seniority
Mid-level, hands-on IC