Loan Documentation Spec 5

Coordinates the preparation of loan/lease packages in compliance with policies and procedures, regulatory guidelines and investor standards by gathering and reviewing necessary documents and information within designated time frames. Communicates with staff, customers/clients, realtors, brokers, counsel, title companies, etc. to respond to inquiries, resolve problems and obtain additional documents needed to complete the file. Ensures compliance with internal policies, regulatory and investor requirements and customer service standards. May coordinate the closing and funding of assigned loan packages; calculating final closing costs and disbursing funds.

Basic Qualifications
- High school diploma or equivalent
- Typically six to eight years of relevant experience

Preferred Skills/Experience
- Thorough knowledge of legal documents used to support applicable loan/lease processing
- Ability to work with legal staff to solve complex documentation needs
- Ability to apply critical thinking for all elements of loan documentation construction
- Ability to master the bank’s documentation software
Advanced knowledge of closing policies and procedures, funding policies, underwriting requirements, governmental and agency requirements, terminology and automated processing systems
- Advanced knowledge of applicable credit policies and approval processes for assigned product(s)
- Ability to work effectively and accurately in a fast paced, high production, professional environment
- Strong organizational skills
- Effective verbal and written communication skills