Sr. Documentation Officer
About The Position
The Sr. Documentation Officer (SDO) is an onsite position for our Walnut Creek, San Francisco or Irvine, CA, offices and does not have remote opportunities. The Sr. Documentation Officer (SDO) is responsible for compliant, effective and accurate preparation of loan documentation for various new, renewed and modified loans of varying complexity. The SDO will coordinate efforts with account officers, title companies, and other departments to obtain all required supporting documentation in accordance with the banks loan file compliance functions. They will ensure that clients are served promptly, courteously, efficiently and professionally. The SDO will assist the Documentation Manager in reviewing documents for accuracy and compliance with applicable regulations and bank policy and is also responsible for assisting in training new loan personnel, monthly tracking and reporting functions. They will make process improvement recommendation to the Documentation Manager and will perform other duties and projects as requested.
Requirements
- High school graduate or equivalent required. College Degree preferred.
- Knowledge of Loan Documentation, and Note Department policies and procedures.
- Thorough understanding of banking regulations and standard banking practices.
- Thorough knowledge of LaserPro.
- Previous documentation experience and a minimum of 5+ years bank experience in a Loan Department.
- Good communication skills.
- Professional appearance, dress and attitude.
- Good math skills.
- Ability to use Microsoft Office software package.
Benefits
- medical
- dental
- vision
- 401K
- long and short term disability insurance
- flexible spending account
- a generous vacation and sick policy
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
101-250 employees
