Loan Document Preparation Specialist
7 days ago
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The Loan Document Preparation Specialist supports the lending team by preparing, reviewing, and quality-checking loan documents for consumer and commercial loans. This role ensures compliance with regulations, collaborates with lenders and third parties, and provides guidance on documentation issues.
Key Responsibilities
- Prepare and review loan documents for new loans, renewals, and modifications
- Ensure compliance with TRID timelines, federal/state regulations, and bank policies
- Work with lenders, title companies, and vendors to gather accurate information
- Review title commitments, construction binders, and supporting documentation
- Manage lien perfection (Deeds of Trust, Mortgages, UCC filings, etc.)
- Create/customize documents in LaserPro (Finastra)
- Maintain records in loan systems and HMDA reporting tools
- Provide support and guidance to lenders on documentation issues
Required Qualifications
- High School Diploma or equivalent (required)
- Minimum 2 years of TRID loan document preparation experience (required)
- Experience with LaserPro (required)
- NMLS registration or ability to obtain (preferred)
- Commercial loan document prep experience (preferred)
- Experience with loan platforms (CSI, nCino, etc.) preferred
Skills and Abilities
- Strong attention to detail and accuracy
- Excellent written and verbal communication skills
- Ability to manage multiple priorities and meet deadlines
- Proficient with Microsoft Word, Excel, and 10-key
- Strong problem-solving and organizational skills
- Professional, dependable, and customer-focused
- Seniority level Associate
- Employment type Full-time
- Job function Administrative
- Industries Banking
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Inferred from the description for this jobMedical insurance
Vision insurance
401(k)
Disability insurance
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