LOAN DOC SPECIALIST
About The Position
GENERAL SUMMARY: Provide all branches/customers with accurate, efficient and professional service. Collects and interprets loan information for preparation of accurate loan documents. Applies bank loan policies to documents to reduce risk to the bank and help the branches use the correct documents for collateral perfection. Maintains loan tickler system for ensuring loan files are complete and reoccurring items are properly tracked. Ensures compliance with regulations to secure various loans and meet government requirements. RESPONSIBILITIES AND DUTIES: Type and prepare Promissory Notes and full loan packages in an accurate and efficient manner. Review loan documentation for completeness, correctness, and compliance. Type and prepare modification documentation for existing loans. Performs maintenance on document tracking ticklers to update all information (dates, recurrences, grace periods, etc.) needed in regard to loan files. Assist branches in error resolution. Review and assist branches with data accuracy in lending programs. Performs other related duties as assigned by management. Transition opportunity into the LPC Loan Specialist role. Regular and reliable attendance. Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary.
Requirements
- Knowledge and experience with bank loan operations, policies, and procedures.
- Knowledge and experience with loan documents and loan processes.
- Knowledge of basic loan terminology.
- Knowledge of word processing and spreadsheet software.
- Skill in communicating effectively with management, customers and co-workers.
- Skill in customer relations.
- Detail Oriented and Problem-Solving abilities including basic loan math.
- Ability to work as a team player.
- High school graduate or equivalent.
- Previous banking experience or equivalent work experience.
Nice To Haves
- Previous experience with common loan terminology preferred.
Responsibilities
- Type and prepare Promissory Notes and full loan packages in an accurate and efficient manner.
- Review loan documentation for completeness, correctness, and compliance.
- Type and prepare modification documentation for existing loans.
- Performs maintenance on document tracking ticklers to update all information (dates, recurrences, grace periods, etc.) needed in regard to loan files.
- Assist branches in error resolution.
- Review and assist branches with data accuracy in lending programs.
- Performs other related duties as assigned by management.
- Transition opportunity into the LPC Loan Specialist role.
- Regular and reliable attendance.
- Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees
