Loan Documentation Specialist
1 month ago
This position reports to the Loan Doc Prep Manager and is responsible for performing routine daily tasks such as:
- Imaging and filing of new loans
- Reviewing imaged documents
- Monitoring and updating tickler reports
- Filing maintenance
- Assisting personal bankers with loan documentation preparation for consumer loans
- Supporting projects as needed
The ideal candidate will have a high school diploma or equivalent, a minimum of two years of loan experience, and proficiency in Excel and Word. Strong interpersonal and customer service skills are also essential.
This role may require occasional travel to other locations to fill in for team members as needed.
Key Responsibilities:
- Imaging and filing of new loans
- Reviewing and verifying loan documents
- Updating tickler reports and maintaining accurate records
- Providing support to personal bankers with loan documentation preparation
- Assisting with special projects and initiatives
Requirements:
- High school diploma or equivalent
- Minimum two years of loan experience
- Proficiency in Excel and Word
- Excellent interpersonal and customer service skills
EOE/M/F/VETS/DISABILITY
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