Mortgage Loan Documentation Specialist (Prelims)

What You’ll Do

• Ensure Loan Estimate and preliminary Closing Disclosures are prepared in accordance with the terms and conditions per the application and in compliance with regulatory requirements including TRID and Reg Z
• Review loan applications and supporting documentation for completeness and accuracy
• Communicate with loan officers and internal partners to obtain missing information and resolve documentation issues
• Order and review due diligence items such as flood certifications, title fee estimates, background checks, and other supporting documentation
• Manage multiple priorities while maintaining a high level of accuracy and attention to detail
• Support additional departmental responsibilities as needed

  What We’re Looking For

  • Minimum two (2) years of relevant experience including one or more of the following: Commercial, mortgage, or consumer lending operations, Loan disclosures or pre-closing loan support, Mortgage or real estate title/escrow operations, with direct involvement in preparing disclosures or loan documents, Legal document review and analysis (preferably related to mortgage industry), Real Estate Agent or Brokerage operations
  • Active real estate licenses must be placed in an inactive status upon hire
  • Strong analytical and critical thinking skills with the ability to interpret complex documents and determine next steps
  • Able to work independently, prioritize workload, and meet deadlines in a fast-paced environment
  • Excellent written and verbal communication skills
  • Demonstrated high level customer service experience
  • Exceptional organizational skills and strong attention to detail
  • Highly proficient PC skills including Microsoft Office suite and loan documentation systems
  • Familiarity of TRID, Regulations B, Z, RESPA, Fair Credit Reporting Act, and other federal and state laws and regulations
  • Working knowledge of complex consumer loan transactions, including title reports and exceptions
  • Understanding of consumer lending policies and procedures
  • LaserPro experience

  Why This Role Stands Out

  This role offers the opportunity to develop specialized expertise in the front-end loan process and loan compliance while working in a fast-paced operational environment where accuracy, accountability, and sound decision-making are essential.