Loan Documentation Processor

Wells FargoChandler, AZ
2dOnsite

About The Position

About this role: Wells Fargo is seeking a Loan Documentation Processor in Credit Card department. Learn more about our career areas and lines of business at www.wellsfargojobs.com. In this role, you will: Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products Perform loan documentation for moderately complex loans Process and close for loan products Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups Receive direction from Loan Documentation supervisor and escalate non-routine questions Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals Interact with immediate Loan Documentation team and functional area on routine process

Requirements

  • 2+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

  • Experience with systems such as CUSP, FDR, IRRIS/XPM, SVP, or similar
  • Knowledge and understanding of credit cards
  • Independent self-starter with the ability to manage a pipeline of work
  • Ability to analyze applicable policies and procedures to ensure the financial integrity of customers
  • Proven strong phone etiquette skills
  • Experience collaborating with other team members and lines of business to evaluate challenging situations
  • Customer service focus and creative problem-solving techniques
  • Strong analytical skills, high attention to detail and decision making ability
  • Intermediate Microsoft Office skills
  • Excellent verbal, written and interpersonal communication skills
  • Ability to achieve high production and quality standards
  • Be adaptable to constant change
  • Ability to work effectively, as well as independently, in a team environment

Responsibilities

  • Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products
  • Perform loan documentation for moderately complex loans
  • Process and close for loan products
  • Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups
  • Receive direction from Loan Documentation supervisor and escalate non-routine questions
  • Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals
  • Interact with immediate Loan Documentation team and functional area on routine process

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service