Loan Documentation Specialist

2 months ago


Indianapolis, United States The National Bank of Indianapolis Corporation Full time
Loan Documentation Specialist

Primary Duties and Responsibilities:

The teammate is accountable for preparing and reviewing loan documentation and identifying exceptions, while providing the highest quality of service to every customer.

Essential Functions:
  • Prepares consumer and/or commercial loan packages for closing in a timely, accurate and complete manner, ensuring that each loan is in compliance with established procedures, policies and government regulations
  • Reviews completed consumer and commercial loan documents for team members and identifies changes that are needed before documents are released to the lender
  • Orders flood determinations and property searches as requested
  • Communicates with lenders and external vendors about details within documentation, raising appropriate questions and troubleshooting problems as needed
  • Maintains knowledge and fulfills training as required to stay abreast of related policies and regulations
Required Qualifications:
  • Associates degree in business or banking, or equivalent work/educational experience
  • At least two years of loan documentation experience required
  • Demonstrated ability to understand and interpret title and flood determination documents
  • Working knowledge of loan documentation policies and related government regulations
  • Computer proficiency; knowledge of Laser Pro software helpful
  • Excellent interpersonal, communication and customer service skills
  • Proven ability to interpret fine details and apply a well-reasoned thought process to technical presentation of loan information within documentation
  • Demonstrated record of appropriately communicating with lenders and external vendors about details within documentation and/or raising appropriate questions to either the lenders or departmental management
  • Proven analytical and problem-solving skills, with the ability to think critically, evaluate needs and develop a plan of action
  • High degree of accuracy and attention to detail
  • Ability to work under pressure and meet deadlines
  • Ability to organize and prioritize
  • Proven ability to work independently, with minimal direct supervision

Regular Employee

Hourly Wage

The National Bank of Indianapolis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of, and will not be discriminated against on the basis of race, color, sex (including pregnancy), sexual orientation, gender identity, religion, national origin, age, veteran status, disability, genetic information, or other bases as protected by local, state, or federal law.

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