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Loan Documentation

2 months ago


Phoenix, United States Calculated Hire Full time

Job Summary:

  • This contractor will be supporting the corporate lending team by providing quality control for the small business loan process


Job Duties:

  • Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products
  • Perform loan documentation for moderately complex loans
  • Process and close for loan products
  • Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups
  • Receive direction for Loan Documentation supervisor and escalate non-routine questions
  • Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals
  • Interact with immediate Loan Documentation team and functional area on routine process


Top Skills:

  • Working knowledge of Microsoft office applications (Excel, Outlook, etc.)
  • Experience with loan documents, loan administration, and/or loan processing
  • 2+ years of experience working in a large corporate environment similar in scope to Wells Fargo


Soft Skills:

  • Strong attention to detail is mandatory
  • Ability to communicate issues/errors effectively and manage through high volume of work