Loan Document Specialist
3 days ago
We are seeking a highly skilled Loan Document Specialist I - Commercial to join our team at First United Bank. As a key member of our lending team, you will be responsible for preparing and reviewing loan documentation for commercial real estate loans, preparing commercial loan modifications, and providing support to Community Banks for commercial non-real estate loans.
Key Responsibilities:- Prepare commercial loan documents within the bank's portfolio to ensure adherence to lending regulations, lending compliance, and the bank's credit policy.
- Review prepared documents for accuracy and consistency with approval requirements.
- Review collateral support documents such as title commitments.
- Confirm appraisal and/or environmental reports are completed with appropriate review/sign off (subject to regulatory compliance).
- Process, review and upload complete loan and collateral files to ensure that established standards are met, including compliance with federal regulations and adherence to Bank lending policy as well as ensuring that the Bank's security interest is established, and our lien position is upheld.
- Process all commercial loan modification requests which includes checking file for check-in & prepare documentation; renewal, deferral, modification.
- Process and complete all commercial denial/fallout applications.
- Provide support to Loan Officers/Lending Team to process the loan according to established policies, procedures and regulatory guidelines.
- Ensure compliance with regulatory issues including but not limited to TRID, RESPA, FDPA, HMDA, HPML, and Regulation B.
- Independently prioritize workflow to maximize production turn around and minimize administrative delinquencies.
- Work stale dated loans in system for decline/withdraw completeness.
- Assist management in the preparation for and during audits and exams.
- High school diploma or GED required.
- Minimum one year working experience in the loan area of a banking institution.
- Six months to one year of hands-on experience with preparing or reviewing loan documentation.
- Good understanding of financial institution products and services preferred.
- Good understanding of computer spreadsheet and word processing programs.
- Strong understanding of loans and loan products preferred.
- Ability to initiate tasks and projects with little or no supervision.
- Exceptional customer service skills.
- Good problem-solving and decision making skills.
- Demonstrates good judgment.
- Strong organizational skills.
- Strong interpersonal skills and ability to work well with a wide range of people.
- Ability to communicate well with internal customers by all means of communication including written, verbal, and non-verbal communication.
- Willingness to accept additional responsibilities.
- Dependable and adheres to time lines and schedules.
- Takes initiative in development and completion of projects.
-
Loan Document Specialist
2 weeks ago
McKinney, TX , USA, United States First United Bank Full timeJob Title: Loan Document Specialist IWe are seeking a highly skilled Loan Document Specialist to join our team at First United Bank. As a key member of our lending team, you will be responsible for preparing and reviewing loan documentation for commercial real estate loans, preparing commercial loan modifications, and providing support to Community Banks for...
-
Loan Document Specialist
3 weeks ago
McKinney, TX , USA, United States First United Bank Full timeJob SummaryWe are seeking a highly skilled Loan Document Specialist to join our team at First United Bank. As a key member of our lending team, you will be responsible for preparing and reviewing loan documentation for commercial real estate loans, preparing commercial loan modifications, and providing support to our Community Banks for commercial non-real...
-
Loan Document Specialist II
2 weeks ago
McKinney, TX , USA, United States First United Bank Full timeJob Title: Loan Document Specialist IIWe are seeking a highly skilled Loan Document Specialist II to join our team at First United Bank. As a key member of our lending team, you will be responsible for preparing, reviewing, and managing commercial loan documentation with a focus on both commercial real estate and commercial & industrial (C&I) lending.Key...
-
Commercial Loan Documentation Specialist
3 weeks ago
McKinney, TX , USA, United States First United Bank Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Commercial Loan Document Specialist to join our team at First United Bank. As a key member of our commercial lending team, you will be responsible for preparing, reviewing, and managing complex commercial loan documentation.Key ResponsibilitiesPrepare and review complex commercial loan...
-
Loan Documentation Coordinator
2 weeks ago
, TX, United States Texas Gulf Bank Full timeLoan Production SpecialistThis full-time position at Texas Gulf Bank, N.A. involves providing comprehensive loan documentation support to loan officers, freeing them from routine administrative tasks. Key responsibilities include coordinating real estate and commercial loans, typing loan documents in LaserPro, ensuring all necessary collateral and documents...
-
Commercial Loan Documentation Specialist II
1 week ago
Ballston Spa, NY , USA, United States Ballston Spa Bancorp Full timeAbout the RoleWe are seeking a highly skilled Commercial Loan Documentation Specialist II to join our team at Ballston Spa National Bank. As a key member of our Commercial Lending and Credit Department, you will play a critical role in supporting our growing commercial loan portfolio and delivering exceptional customer service.Key ResponsibilitiesPrepare and...
-
Commercial Loan Documentation Specialist II
4 days ago
Ballston Spa, NY , USA, United States Ballston Spa Bancorp Full timeAbout the RoleWe are seeking a highly skilled Commercial Loan Documentation Specialist II to join our team at Ballston Spa National Bank. As a key member of our Commercial Lending and Credit Department, you will play a critical role in supporting our growing commercial loan portfolio and delivering exceptional customer service.Key ResponsibilitiesPrepare and...
-
Commercial Loan Documentation Specialist II
2 weeks ago
Ballston Spa, NY , USA, United States Ballston Spa Bancorp Full timeAbout the RoleWe are seeking a highly skilled Commercial Loan Documentation Specialist II to join our team at Ballston Spa National Bank. As a key member of our Commercial Lending and Credit Department, you will play a critical role in supporting our growing commercial loan portfolio and delivering exceptional customer experiences.Key ResponsibilitiesPrepare...
-
Bilingual Consumer Loan Specialist
3 days ago
McKinney, TX , USA, United States Republic Finance Full timeAbout Republic FinanceWe are a leading financial services company that has been helping our customers meet their personal finance goals for over 70 years. Our commitment to our customers and our community is at the heart of everything we do.Job SummaryWe are seeking a highly motivated and customer-focused Bilingual Consumer Loan Specialist to join our team....
-
Consumer Loan Specialist
1 week ago
Alpharetta, GA, USA, United States Quest Financial Full timeConsumer Loan SpecialistQuest Financial is seeking a highly skilled Consumer Loan Specialist to join our team. As a Consumer Loan Specialist, you will be responsible for guiding applicants through the consumer loan process, ensuring a seamless and efficient experience.Key Responsibilities:Consult with applicants to determine their loan needs and...
-
Consumer Loan Specialist
3 weeks ago
Alpharetta, GA, USA, United States Quest Financial Full timeJob Title: Consumer Loan SpecialistCompany: Quest FinancialJob Summary:We are seeking a highly skilled Consumer Loan Specialist to join our team at Quest Financial. As a Consumer Loan Specialist, you will be responsible for managing the consumer loan process from application to closing. This includes gathering loan documentation, ordering verification...
-
Loan Operations Specialist
4 days ago
California, USA, United States Pezian Search Group Full timeMortgage Loan Operations SpecialistOverview:The Mortgage Loan Operations Specialist will report directly to the VP of Operations and will assist Account Executives and Third Party Originators (TPOs) in structuring, facilitating, and managing the loan applications from initial loan setup through final approval milestones within our Loan Origination Software...
-
Document Control Specialist
11 hours ago
McKinney, Texas, United States Rosendin Full timeJob OverviewRosendin Electric is seeking a highly organized and detail-oriented Document Control Specialist to join our team. As a Document Control Specialist, you will be responsible for collecting, maintaining, and distributing all project documents. This is a fantastic opportunity to work with a proven industry leader on some of the most exciting and...
-
Consumer Loan Specialist II
3 weeks ago
Alpharetta, GA, USA, United States Bank OZK Full timeJob SummaryAs a Consumer Loan Specialist II at Bank OZK, you will play a critical role in the consumer loan process, serving as the primary point of contact for applicants. Your expertise will be essential in educating applicants on Bank OZK's loan products, ensuring complete and compliant loan applications, and gathering necessary supporting...
-
Loan Operations Specialist
6 days ago
Birmingham, AL, USA, United States Oakworth Capital Bank Full timeOakworth Capital Bank is seeking a highly skilled Loan Operations Specialist to support our lending team in Birmingham, AL. As a key member of our team, you will play a vital role in ensuring the smooth operation of our loan portfolio.Key Responsibilities:As a Loan Operations Specialist, you will be responsible for:Funding closed loans and managing...
-
Consumer Loan Specialist II
2 weeks ago
Alpharetta, GA, USA, United States Bank OZK Full timeJob SummaryAs a Consumer Loan Specialist II at Bank OZK, you will be the primary point of contact for consumer loan applicants, responsible for educating them on our loan products and ensuring a complete and compliant loan application. Your expertise will be essential in gathering all necessary supporting loan documentation and ordering services related to...
-
Consumer Loan Specialist II
2 weeks ago
Alpharetta, GA, USA, United States Bank OZK Full timeJob SummaryBank OZK is seeking a highly skilled Consumer Loan Specialist II to join our team. As a key member of our consumer loan process, you will be responsible for educating applicants on our loan products, ensuring complete and compliant loan applications, and gathering necessary supporting documentation.Key ResponsibilitiesConsult with applicants to...
-
Loan Processor and Title Specialist
3 weeks ago
New Orleans, LA , USA, United States RiverLand Federal Credit Union Full time{"title": "Loan Processor and Title Specialist", "description": "Job SummaryRiverLand Federal Credit Union is seeking a skilled Loan Processor and Title Specialist to join our team. As a key member of our loan operations team, you will be responsible for examining documents, ensuring legal titles and liens, and maintaining accurate records.Key...
-
Enterprise Operations Document Review Specialist
2 weeks ago
Hoover, AL, USA, United States Regions Bank Full timeJob Description:At Regions Bank, we are seeking a highly skilled Enterprise Operations Document Review Specialist to join our team. This role is responsible for ensuring loan documentation is complete and accurate according to State and Federal regulations, as well as Regions policies and guidelines.Key Responsibilities:Review loan documentation for accuracy...
-
Consumer Loan Specialist II
2 weeks ago
Alpharetta, GA, USA, United States Bank OZK Full timeJob SummaryAs a Consumer Loan Specialist II at Bank OZK, you will be the primary point of contact for consumer loan applicants, responsible for educating them on our loan products and ensuring a complete and compliant loan application. This role requires strong communication and organizational skills, as well as the ability to work effectively in a team...