Loan Doc Review Specialist

Fidelity Bank • Fuquay-Varina, NC

14d

About The Position

Reviews all loan types for document package completion, accuracy of documentation, perfection of security interest and accuracy of loan setup on the Bank's Core.  Ensures that bank is in secure lien position.

Requirements

• High school diploma or GED with 3 years of experience with loan documentation review and loan systems or an equivalent combination of education and experience.
• Excellent oral and written communication skills.
• Ability to work independently.
• Detail oriented, self-motivated, and excellent organization and prioritization skills.

Nice To Haves

• Working knowledge with Word, Excel, and Access

Responsibilities

• Review all documents for loans and renewals to ensure that the bank's security interest is perfected and that bank policies are adhered to.  Ensure that all documents are imaged or noted as missing.
• Document all exceptions found during loan reviews.  Review all documents submitted to clear exceptions and update the exception system as appropriate.
• Answer branch questions related to exceptions and help to educate branch personnel on how to clear and avoid exceptions.
• Other duties as assigned (examples: UCC monitoring, Appraisal Violation Report, etc.)

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED
• Number of Employees: 251-500 employees