Loan Documentation Specialist

4 days ago


Irvine, California, United States Blue Bridge Financial, Inc. Full time
Job Summary

We are seeking a highly organized and detail-oriented Loan Documentation Specialist to join our team at Blue Bridge Financial, Inc. As a key member of our documentation team, you will be responsible for preparing and creating loan documents for finance agreements.

Key Responsibilities
  • Document Preparation: Prepare and create loan documents, review funding packages, and file UCC's to ensure a smooth process throughout the life cycle of the agreement.
  • Customer Service: Provide excellent customer service and communication to business partners and borrowers.
  • Risk Management: Utilize judgment to escalate any potential risk discovered during the funding process.
  • Workload Management: Effectively prioritize a fluctuating workload to meet deadlines.
  • Process Improvement: Identify process improvement opportunities and work with management to implement.
  • Technology Support: Work with our technology groups to correct issues or improve functionality, including testing of system changes.
  • Documentation Management: Organize and create documentation using Microsoft Office, File Explorer, Adobe, and our internal databases.
  • Record Keeping: Manage and organize both physical and electronic notes and records for your own usage.
  • Compliance: Understand state compliance requirements related to automobiles, vehicular equipment, financial disclosures, and rate regulations.
  • Case Management: Organize multiple loan cases and be able to speak details on open cases at any moment.
Requirements
  • Education: Bachelor's Degree from an accredited college or university, or equivalent experience.
  • Knowledge and Skills: Titling, Lien Perfection, Equipment Finance, or Loan Origination knowledge is a plus.
  • Interpersonal Skills: Strong interpersonal skills, both written and verbally, are required for internal and external communication.
  • Analytical Skills: Ability to think analytically about data received and have high attention to detail.
  • Problem-Solving Skills: Ability to deal with escalated issues and come up with solutions for resolution.
  • Communication Skills: Ability to communicate effectively to all levels, including credit associates, titling associates, finance associates, brokers, upper management, and customers.
  • Teamwork: Ability to function as a part of a group and work with a team spread across the country.
  • Time Management: Ability to work with time constraints to reach a common deadline of funding cut-off time.


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