Loan Documentation/Prefunding Specialist - Midvale, UT (In Office)

Responsibilities

• Provides administrative and/or operational support for business banking loan operations.
• Ensures the accurate and complete preparation of loan documents, including creating legal documents as required.
• Verifies and ensures that the required closed loan documents have been received and properly executed.
• Validates balanced disbursement information prior to providing the OK to Fund for loans underwritten and approved.
• Supports real estate, non-real estate secured loans, or SBA loans, depending on team alignment and methodology.
• Maintains compliance with established service level agreements regarding turn time and accuracy.
• Works closely with Business Bankers/Branch Managers, Loan Closers, and other loan operations departments.
• Performs other duties as assigned.

Qualifications

• High School diploma or equivalent.
• Some previous banking or loan process experience or other directly related experience.
• Basic knowledge of lending processes and procedures, loan documentation, exceptions, collateral review, payment, and loan systems.
• Knowledge of banking processes helpful.
• Good organizational and customer service skills.
• Numeric and verbal aptitudes.
• Good written and verbal communications skills.
• Ability to complete processes and meet deadlines.
• Working knowledge of PCs and various word processing, spreadsheet, or related software.