Consumer Loan Documentation Specialist III

7 days ago

Leawood, Kansas, United States CrossFirst Bank Full time

Overview:

The Consumer Loan Documentation Specialist III documents and processes community banking loans, which includes consumer residential loans, consumer non-residential and small business loans and ensures loans are documented accurately, efficiently, timely and in accordance with Bank and regulatory requirements.

Responsibilities:
  • Utilize loan documentation software to prepare documents for consumer mortgage loans, HELOCs, consumer non-residential and small business loans.
  • Confirm the loan has the proper approval, complies with loan policy, meets the terms of the written loan approval and that all applicable regulatory requirements have been met.
    • Review and evaluate applications submitted and verify completeness of applicant data.
    • Order and review title commitments, appraisals, flood determinations, evidence of insurance coverage and verification of employment and ensure any invoices are received.
    • Analyze loan-to-value ratio, debt-to-income, credit report, application, income, assets, source of down payment funds and examine supporting documentation prior to assignment of file for underwriting.
  • Prepare and review all loan disclosures and documents in accordance with bank and regulatory guidelines, verify files for completeness and accuracy prior to loan submission for review.
  • Collaborate with Bankers, Assistants, outside counsel, Credit Underwriting team and Senior Credit Risk Officers as needed, to facilitate and coordinate loan closings.
  • Communicate effectively and in a timely manner to Bankers and Assistants, errors and/or comments and required corrections needed on draft loan and supporting documents; perform second check of loan documentation package prior to closing.
  • Confirm loan documents have been fully executed at closing.
  • Facilitate loan funding and ensure fees are paid.
  • Prepare loans for booking.
  • Document collateral exceptions, as well as incomplete and trailing documents to track on tickler system.
  • Review and evaluate loans reviewed by Documentation Specialists and document results.
  • Effectively manage and prioritize loan pipeline to ensure all requests are processed according to service level agreements.
  • Make recommendations for management to establish strategic goals by gathering pertinent business, mortgage, and operations information; identify and evaluate trends; define objectives and evaluate outcomes and adjust direction as needed.
  • Maintain regulatory and technical knowledge of mortgage loans by completing training opportunities and courses.
  • Act as a Subject Matter Expert and resource for team members, Bankers and Loan Assistants; demonstrate advanced knowledge of products, regulatory requirements and solutions.
  • Build and maintain consumer Encompass standard products.
  • Interact with internal and external clients while providing extraordinary service.
  • Develop and maintain trusted, positive relationships with employees, clients, and vendors.
  • Represent the Bank and Loan Services team in a highly professional manner.
  • Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
  • Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations, and industry best practices.
  • Reliable and predictable attendance; both onsite and remote.
Qualifications:
  • A minimum of five years of similar or related consumer and/or mortgage documentation experience required.
  • Substantial working knowledge of consumer loan documentation and residential real estate lending products (conventional, HELOCs, home improvement and real estate improved/unimproved).
  • Strong knowledge and understanding of bank products, services and operations.
  • Demonstrated ability to prioritize workflow and projects as well as function well in a team-based environment.
  • Demonstrated success in a multi-task environment with attention to detail and follow through.
  • Demonstrated knowledge and experience with office automation equipment, including phones, computers, scanners and related loan processing/banking software, including Microsoft Word, Excel, and Outlook.
  • Bachelors degree or equivalent combination of education and/or work experience.

CrossFirst Bank is proud to be an Equal Opportunity Employer.

CrossFirst Bank does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CrossFirst Bank without an authorized search agreement will be considered unsolicited and the property of CrossFirst Bank. We respectfully request no phone calls or emails.

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