Document Exceptions Specialist

FirstBank • Lexington, TN

10d

About The Position

Perform a detailed review of loan and approval documentation that supports loans booked to the core. This may include internally prepared loan documents or those prepared by outside attorneys.

Requirements

• High School diploma or equivalent. College degree or coursework in finance or related studies is a plus
• Two years’ experience in loan operations, loan review or similar jobs
• Demonstrated working knowledge of loan documentation, including lien perfection rules
• Proficient in Microsoft Office Suite, Outlook and other similar applications
• Strong attention to detail with ability to multi-task
• Good understanding of loan policy and regulatory compliance
• Ability to work efficiently as a member of a team or alone
• Strong verbal and written communication skills
• Ability to provide a positive experience for customers and act in a professional manner

Nice To Haves

• College degree or coursework in finance or related studies is a plus
• Previous leadership experience preferred

Responsibilities

• Responsible for ensuring that all loan documentation, including LOS generated as well as attorney prepared, has been properly executed and perfects the lien on any collateral securing the loan.
• Ensure adherence to lending policy. Ensure compliance with applicable regulatory requirements.
• Set up collateral records and exceptions for missing or incorrect loan documentation. Clear document exceptions as they are submitted.
• Assist the Post Close Review and Imaging Manager with escalated questions or loan concerns as needed
• Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
• Assists with other duties assigned by management.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees