Loan Documentation Expert

2 weeks ago


Leawood, Kansas, United States CrossFirst Bank Full time
Job Description

Overview:

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

Responsibilities:

  • Document Preparation: Utilize loan documentation software to prepare documents for consumer mortgage loans, HELOCs, consumer non-residential and small business loans.
  • Loan Review: Confirm the loan has proper approval, complies with loan policy, meets the terms of the written loan approval and that all applicable regulatory requirements have been met.
  • Collaboration: Collaborate with Bankers, Assistants, outside counsel, Credit Underwriting team and Senior Credit Risk Officers as needed, to facilitate and coordinate loan closings.
  • Error Handling: 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.

Qualifications:

  • A minimum of two years of similar or related consumer and/or mortgage documentation experience required.
  • Working knowledge of consumer loan documentation and residential real estate lending products (conventional, HELOCs, home improvement and real estate improved/unimproved).
  • Knowledge and understanding of bank products, services and operations.

Estimated Salary: $60,000 - $80,000 per year



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