Documentation Specialist
Core
Prepares and reviews loan documentation for consumer and non-complex commercial loans, ensuring compliance with bank policy and federal/state regulations to perfect the bank's lien.
Role type
Mid-level loan documentation specialist
Builds
Loan closing packages for consumer, real estate, and commercial loans
Domain
Banking / Lending / Regulatory Compliance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery (loan documentation packages)
Required skills
Loan documentation preparation, regulatory compliance analysis, title work review, lien perfection, vendor coordination, multi-state loan policy knowledge
Preferred skills
Prior banking experience, associate degree in business
Technologies
Salespro, Laser Pro, Info-Access, DAC Tracking tool
Responsibilities
Analyze loan requests and prepare documentation in compliance with regulations; Review applications for completeness and accuracy; Coordinate with outside vendors and attorneys to obtain documentation; Review real estate title work to identify and resolve exceptions; Monitor work quality and manage workflow using tracking tools.
Seniority
Junior to Mid-level, hands-on IC
