Loan Documentation Specialist

About the role

Prepares and executes clerical duties related to processing consumer/commercial loans and documentation in accordance with Loan Processing Department guidelines and policies.

Responsibilities

• Reviews and prepares loan packages and documentation following underwriting guidelines and policies
• Prepares consumer/commercial loan closing documents using nCino and TruStage documentation software for all markets
• Prepares less complex loan transactions
• Reviews loan applications in nCino for appropriate information and approval
• Prepares promissory notes and collateral documentation using TruStage
• Applies appropriate state and federal guidelines to loan processing function and stays abreast of regulatory changes and applies information as needed
• If needed, checks status of entities with Secretary of State (TX, MS, LA, AL & FL)