Documentation Officer

United Business Bank • Walnut Creek, CA

29d • Onsite

About The Position

The Documentation Officer (DO) is an onsite position and does not have remote opportunities. The Documentation Officer (DO) is responsible for compliant, effective and accurate preparation of loan documentation for various new, renewed and modified loans of varying complexity. The Documentation Officer will coordinate efforts with account officers, title companies, and other departments to obtain all required supporting documentation in accordance with the banks loan file compliance functions. They will ensure that clients are served promptly, courteously, efficiently and professionally. The Documentation Officer will assist the Documentation Manager in reviewing documents for accuracy and compliance with applicable regulations and bank policy and is also responsible for assisting in training new loan personnel, monthly tracking and reporting functions. They will make process improvement recommendation to the Documentation Manager will perform all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also assist the Documentation Manager with projects and other duties as assigned.

Requirements

• High school graduate or equivalent required. College Degree preferred.
• Knowledge of Loan Documentation, and Note Department policies and procedures.
• Thorough understanding of banking regulations and standard banking practices.
• Thorough knowledge of LaserPro.
• Previous documentation experience and a minimum of 3 years+ bank experience in a Loan Department.
• Good communication skills.
• Professional appearance, dress and attitude.
• Good math skills.
• Ability to use Microsoft Office software package.

Responsibilities

• Preparation of loan documentation for various new, renewed and modified loans of varying complexity
• Coordinate efforts with account officers, title companies, and other departments to obtain all required supporting documentation
• Ensure that clients are served promptly, courteously, efficiently and professionally
• Assist the Documentation Manager in reviewing documents for accuracy and compliance with applicable regulations and bank policy
• Assist in training new loan personnel, monthly tracking and reporting functions
• Make process improvement recommendation to the Documentation Manager
• Perform all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines
• Assist the Documentation Manager with projects and other duties as assigned

Benefits

• medical
• dental
• vision
• 401K
• long and short term disability insurance
• flexible spending account
• a generous vacation and sick policy

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 251-500 employees