Loan Services Documentation Review Representative

National Exchange Bank & Trust • Fond du Lac, WI

88d

About The Position

As a Loan Services Documentation Review Representative, you will perform loan documentation review for mortgage and HELOC loans including a detailed review on all HMDA and/or CRA reportable loans and also flood insurance coverage amounts. You will also be responsible for the accuracy of data entry, tracking exceptions on our tickler system, closing out paid files, and performing back-up duties for credit inquiries and the file room.

Requirements

• Associate or bachelor's degree in a business-related field is helpful.
• 3-5 years of relevant experience including prior exposure to mortgage and secondary market processing preferred, or an equivalent combination of education and experience.
• Regulatory and compliance training to stay abreast of current and new state and government regulations.
• Approximately six months to one year of on-the-job training to become familiar with bank systems and procedures.

Responsibilities

• Perform loan documentation review for mortgage and HELOC loans.
• Conduct detailed reviews on all HMDA and/or CRA reportable loans.
• Verify flood insurance coverage amounts.
• Ensure accuracy of data entry.
• Track exceptions on the tickler system.
• Close out paid files.
• Perform back-up duties for credit inquiries and the file room.

Benefits

• Health, Dental, and Vision Insurance
• Health Savings Account with Employer Contributions
• Short and Long-Term Disability
• Employer Paid Life and AD&D Insurance
• Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
• 401(k) with Employer Match & Profit Sharing
• Paid Time Off
• Flexible Scheduling
• Education Assistance Program
• Product & Service Discounts & more!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree