Loan Documentation Specialist

Summary

The Loan Documentation Specialist is responsible for centralized loan documentation preparation and loan funding within the allocated time frames defined by the Bank. Provides a high level of customer service to lenders/loan portfolio managers/bankers in preparing consumer and commercial loan documentation ensuring all federal regulations and Bank policy are complied with prior to issuance.

Responsibilities

• Gather all necessary documents from the lender/loan portfolio manager required to produce loan documents.
• Review all documentation for accuracy and completeness.
• Prepare loan documents using the LaserPro system timely and accurately.
• Must be able to communicate both verbally and electronically with all parties involved.
• Responsible for ensuring all federal regulations and Bank policy are complied with prior to producing loan documents.
• Other duties as assigned.

Requirements

• High school diploma or equivalent.
• Previous banking experience strongly preferred.
• Previous LaserPro experience preferred.
• Knowledge of compliance and regulatory law.
• Strong communication and customer service skills.
• Detail oriented with a strong focus on accuracy.
• Ability to prioritize tasks and work in a fast-paced environment that changes quickly.
• Knowledge of personal computers including the Microsoft Office suite of products.

Physical Requirements

• Ability to travel if required to perform the essential job functions.
• Ability to work under stress and meet deadlines.
• Ability to read and interpret a document if required to perform the essential job functions.
• Prolonged periods of sitting at a desk and working on a computer may be required.
• Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions (accommodation available if unable).