Documentation Specialist
Core
Prepares and reviews loan documentation for consumer, commercial, and real estate loans to ensure compliance with bank policy and federal/state regulations.
Role type
Senior loan documentation specialist
Builds
Complete loan packages for closing, including titles, UCCs, mortgages, and deeds
Domain
Banking and lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Loan documentation knowledge, regulatory compliance analysis, title work review, vendor coordination, quality assurance, mentoring
Preferred skills
Associate degree in Business, multi-state regulatory knowledge
Technologies
Salespro, Laser Pro, Info-Access, DAC Tracking tool
Responsibilities
Analyze loan requests and prepare documentation; review applications for completeness and accuracy; coordinate with outside vendors and attorneys; resolve title exceptions; monitor work quality; mentor Documentation Analysts
Seniority
Mid-level, hands-on IC
