Consumer Preparation Specialist I

Overview

The purpose of this job is to prepare accurate and complete loan, security, and compliance documents and related correspondence for complex consumer loans, including all real estate secured consumer loans, in accordance with the application, legal and compliance requirements, and bank policy and procedures. This job requires the ability to proficiently prepare documents for one or more market areas.

Responsibilities

• Examine and interpret loan applications and other source documents for completeness and accuracy of data essential for appropriate categorization of loan transaction and document preparation
• Identify missing or incomplete information necessary to prepare loan and request needed information from lender
• Prepare loan, security, and compliance documents and related correspondence within established time frames based on application and supporting source documents by utilizing the Laser Pro automated document preparation system and Word/Excel applications
• Utilize Image and/or the collateral folder to obtain additional information needed in loan preparation
• Perform additional duties as assigned.

Qualifications

• High School diploma or GED

• Knowledge of consumer real estate collateral, security, and lien perfection requirements (2 Yrs)• Knowledge of loan compliance regulations (2 Yrs)

• Time management principles to prioritize workload• Strong communication/interpersonal skills• Organizational skills• Detail oriented• Computer skills• Word processing• E-Mail and Internet• Customer service• Effective analytical skills• Ability to use sound judgment

• Two year college degree preferred

 

 

Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

 

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