Consumer Loan Document Prep Specialist

Essential Duties and Responsibilities

• Reviews lender requests for new loan documentation for all Consumer Loans offered by FirstBank.
• Independently determines the appropriated documents for that loan type and accurately inputs into loan software system the information required by compliance and legal regulations/guidelines.
• Verifies that the approval and terms are correct.
• Verifies Flood Certification and Appraisal addresses are correct.
• Understands the need to meet customer and lender requirements for the time frame within which the documents need to be prepared and delivered for closing.
• Arranges for the remote printing of completed documents to the site designated by the lender.
• Is prepared to rapidly revise documents if needed to reflect new information requested by the lender.
• Accepts telephone calls and email from lenders and any other loan related information the lender may request.
• Prepares UCC Amendments/Continuations and Subordination Agreements.

Qualifications

• Demonstrated ability to learn complex information rapidly, i.e., loan compliance regulations and documentation requirements.
• Documentation Preparation experience is a plus.
• Proficient in Microsoft Office Suite, Outlook and other similar applications.
• Demonstrated working knowledge of loan documentation and document retention.
• Demonstrated commitment to accuracy and attention to detail.
• Good organizational skills.