Loan Documentation Specialist

Description

Purpose:

• Interact with customers to provide support, respond to inquiries and resolve issues.
• Afford customers a professional image while assisting with loan reviews.
• Afford assistance in reviewing loans for correct documentation, regulatory, and policy requirements.
• Afford assistance in ensuring collateral is adequately protected in terms of security perfection, insurance coverage, and loan documentation requirements where applicable.

Essential Functions

• Ensure that customers are assisted promptly, primarily by telephone or electronically and by meeting or exceeding Bank principles as identified in the SMILE program.
• Meet accuracy, timeliness, and correctness standards as required.
• Review loans for correct documentation and tracking items as assigned (i.e. HMDA, insurance, security perfection, ancillary products sold, etc.).
• Update the appropriate tracking system and record variations to loan files and loan policy, regulatory and/or security perfection tracking items.
• Pull and review reports from various sources for monitoring policy and regulatory requirements.
• Make accurate loan, general ledger, and account ticket entries where applicable.
• Accurately scan documents into image system.
• Loan application balancing.
• Resolve payment issues.
• Other duties, as assigned.

Qualifications

• High School diploma or GED equivalent required
• Typically requires 3-5 years of related work experience and the knowledge, skills and ability to perform the essential requirements of the job.

Physical Requirements

• Long periods of standing or sitting, typing and repetitive motion
• Ability to lift and carry up to 25 lbs on occasion