Document Administrator III - Private Bank

Responsibilities

• Ensures that loan documentation and lien perfection meets bank policies and procedures and that work products are delivered in an accurately and timely manner
• Leads documentation, due diligence and collateral perfection, and monitoring of loan documentation for a specific market segment
• Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework
• Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements
• Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding
• Works closely with Client Managers, Credit and Portfolio Officers, agency management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions
• Review Closing Disclosures and Change of Circumstance documentation for TRID compliance, validate fee accuracy, and loan terms, and identify tolerance violations and required tolerance cures
• Identify, document, and track loan defects, exceptions, and compliance issues through resolution
• Monitor and meet established internal and external Service Level Agreements (SLAs)

Requirements

• 5+ years of experience in mortgage operations, construction lending, commercial lending or related financial services roles
• Knowledge of TRID, Change of Circumstances, tolerance cures, and Closing Disclosure reconciliation
• Experience reviewing titles, insurance, collateral, trust documentation, and complex vesting structures
• Strong attention to detail, risk assessment, communication, and documentation skills
• Ability to manage multiple priorities and consistently meet service level expectations
• Ability to Work Independently and Collaboratively in a Team Environment

Qualifications

• 3+ years’ experience as Auditor, Quality Assurance, Closer, Loan Processing
• Demonstrates mortgage loan operations, closing, or quality review experience
• Bachelor’s degree in business, finance, or a related field
• Prior experience reviewing construction budgets, inspections, or builder contracts