Loan Documentation Specialist 2
Core
Prepares and reviews complex consumer, commercial, and real estate loan documentation to ensure compliance with bank policy and federal/state regulations.
Role type
Senior Loan Documentation Specialist
Builds
Loan packages for closing, including titles, UCCs, mortgages, and deeds
Domain
Banking / Lending / Real Estate
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Loan documentation analysis, regulatory compliance (Reg B, Reg CC, Reg O, Reg Z, HMDA, CRA, RESPA, RMR), real estate title review, vendor coordination, process documentation, training development, workflow management
Preferred skills
Associate Degree in Business, prior experience in Commercial/Consumer/Real Estate lending
Technologies
Salespro, Laser Pro, Info-Access, DAC Tracking tool
Responsibilities
Analyze high-complexity loan requests and prepare compliant documentation; review applications for completeness and accuracy; coordinate with attorneys and outside vendors to obtain required documents; resolve title exceptions and legal deficiencies; mentor junior analysts and develop training materials; conduct unit meetings and test disaster recovery capabilities; perform secondary loan reviews.
Seniority
Senior, hands-on IC with supervisory backup duties