Loan Documentation Specialist II

City National Bank • Charlotte, NC

5d • $24 - $37

About The Position

The Loan Documentation Specialist II is responsible for reviewing and preparing legal loan documentation according to approval package provided for Commercial or Small Business and/or Consumer loans for moderately complex loans secured and unsecured loans/lines of credit.

Requirements

• Bachelor's Degree or equivalent
• Minimum 2-3 years recent documentation/funding experience
• Minimum 3 years of experience in banking or a financial institution required.
• Minimum 2 year basic computer experience (e.g. Microsoft Word, Excel, Outlook) required.

Nice To Haves

• Ability to identify and resolve problems in a timely manner.
• Strong attention to detail and accuracy.
• Ability to maintain high levels of performance, especially in stressful situations.
• Strong knowledge of federal/state regulatory policies and procedures. (TRID experience required)
• Excellent written and verbal skills.
• Excellent organizational skills.
• Ability to multi-task and work in a deadline driven environment.
• Proficient PC skills, including Microsoft Office and Loan Origination systems.
• Experience in LaserPro.

Responsibilities

• Ensures file and documents meet all applicable bank and compliance requirements.
• Confirms all required wait periods are met based on proposed closing date.
• Communicate and respond to internal customers within 2 hours.
• Confirms that documents are prepared within established turn times and consistently meet deadlines.
• Completes a minimum of files per day based on department expectations.
• Verifies and inputs loan information accurately into loan origination system for moderately complex loans.
• Verifies Prior to Document conditions have been signed off.
• Verifies the following information is correct, but not limited to: subject property address, wire information, insurance policy information, all fees, & the correct set-up of any impounds if applicable.
• Collaborates with Settlement Agent to finalize loan fees.
• Other duties as/or assigned by management.

Benefits

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level