Documentation Specialist
Core
Prepares and reviews loan documentation for complex consumer, commercial, and real estate loans to ensure compliance with bank policy and regulations.
Role type
Senior IC loan documentation specialist
Builds
Complete loan packages for closing, including titles, UCCs, mortgages, and deeds
Domain
Banking / Lending / Real Estate
Required skills
Loan documentation knowledge (consumer, commercial, real estate), Banking and lending regulations, Federal compliance laws, State regulations, Title work review, Lien perfection, Vendor coordination, Quality monitoring, Secondary loan review, Mentoring
Preferred skills
Associate Degree in Business, CBT certifications (Reg B, HMDA, CRA, RESPA, RMR)