Loan Documentation Specialist

12 hours ago


Cleveland, Ohio, United States Visron Technical Full time

Job Title: Loan Documentation Specialist

Job Summary:

We are seeking a highly skilled Loan Documentation Specialist to join our team at Visron Technical. As a Loan Documentation Specialist, you will be responsible for reviewing loan documentation for complex commercial loan clients and booking basic commercial loans.

Key Responsibilities:

  • Review loan document packages to ensure all documents are present and accurate.
  • Identify and cite loan exceptions to ensure communication of documentation issues.
  • Interpret and book collateral associated with complex commercial loans.
  • Book basic commercial loans, including lines for Letters of Credit and bought participations.
  • Identify simple contradictions in documentation/booking requests and seek resolution from RM and/or Credit Officer.
  • Facilitate simple validation of borrowing entity.
  • Work in on-line, image-enabled work queues to ensure timely processing of tasks.
  • Utilize 'dual monitor' environment effectively.
  • Support virtual team environment.
  • Cross-site partnering and best practice sharing.
  • Accurate identification and indexing of task-related documents.
  • Answer customer's basic questions and inquiries.
  • Prioritize work for self and team.
  • Commit to continuous improvement.

Requirements:

  • High School Diploma or equivalent.
  • Knowledge of basic accounting principles.
  • Ability to work under pressure and meet deadlines.
  • Ability to make basic judgments and decisions.
  • Good understanding of loan documentation and regulations relating to loans.
  • Knowledge/experience of loan accounting systems, monetary processing, and some system maintenance functions.
  • Proven strong customer service skills and work ethic.
  • Proven analytical skills.
  • Open-minded and adaptable to new ideas in a changing environment.


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