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 IC loan documentation specialist
Builds
Complete loan packages for closing, including titles, UCCs, mortgages, and deeds
Domain
Banking and Lending
Required skills
Loan documentation knowledge (consumer, commercial, real estate), Federal compliance laws, State regulations, Banking regulations, Loan policy and procedure, Title work review, Lien perfection, Vendor coordination, Quality monitoring, Mentoring
Preferred skills
Associate Degree in Business, 2-3 years loan-processing experience, Banking and Lending regulations 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 and lien issues, Mentor Documentation Analysts, Monitor work quality and productivity
Seniority
Mid-level, hands-on IC