Loan Documentation Specialist

TruPartner Credit Union • Cincinnati, OH

1d • Onsite

About The Position

TruPartner Credit Union is seeking a Loan Documentation Specialist to provide quality control for consumer loans after approval and before closing. Reporting to the VP of Lending, this role supports branches with the lending pipeline by reviewing loan applications, identifying documentation omissions, and helping ensure accurate, error-free closings before funds are disbursed to members.

The position is based at the Main Office and serves all locations. It is a 100% in-office role. Core coverage is Monday through Friday, 8:30 AM to 5:30 PM, and Saturday, 9:00 AM to 1:00 PM; Saturday coverage is divided among the MSR team and manager.

The Loan Documentation Specialist also maintains electronic and paper loan files, supports lien filings and releases, assists with records retention and audits, and helps improve lending processes and loan origination system functionality. The role works closely with MSRs, branch teams, the Loan Collateral Specialist, and the Lending Operations Manager.

Requirements

• 1–3 years of experience in banking, credit union operations, title companies, or consumer loan processing.
• Hands-on experience processing loan collateral.
• Experience handling lending-related insurance products.
• Thorough understanding of credit union loan products and services, including associated loan documentation.
• Solid understanding of collateral types and the documentation required to record and release liens.
• Comprehensive understanding of lending-related insurance products.

Nice To Haves

• Active Ohio Notary Public commission.

Responsibilities

• Review consumer loan files initiated by MSRs before signing and identify or correct missing fields, unverified income, and formatting errors.
• Coordinate with MSRs and branch teams to prepare complete, accurate documents for upcoming closings and member signatures.
• Guide retail staff through complex consumer lending forms to help obtain exact signatures and prevent trailing document omissions.
• Provide constructive feedback to MSRs on file quality to reduce repetitive errors.
• Ensure loans are scanned and archived for easy retrieval in the credit union’s imaging system.
• Assist the Loan Collateral Specialist with lien filings and releases and provide backup during their absence.
• Work with the Lending Operations Manager to improve lending-process efficiency and loan origination system functionality.
• Maintain electronic and paper loan files.
• Organize member account and loan records and keep the file room up to date.
• Assist with record retention projects to support efficient audits and compliance.
• Assist with notarization of documents.
• Stay informed about changes to collection, collateral, and record retention policies, procedures, and related legal requirements.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed