Senior Loan Documentation Specialist
- Associate degree or equivalent of education and experience
- 2 years' experience in Loan Documentation Skills and Abilities:
- Organizational Skills
- Solid PC Skills, including Word and Excel
- Professional Communication and Customer Service Skills
- Analytical and Research Skills
- 50% Prepare loan documents according to bank policy and the Loan Approval Record for complex closings For example, SBA, Participation, Floor Plans, Multi-Borrower or Multi-Collateral requested by lenders and maintains log of work produced.
- 15% Correspondence with lenders and attorneys relating to documentation questions.
- 15% Review current files before preparing loan documents to validate required documents and alleviate duplication. Validates correct documents are accuracy produced.
- 5% Assist collateral area of department as needed.
- 5% Gather monthly production data and prepare month end management reports.
- 5% Other duties as assigned
- 5% Review Laser Pro updates of system to stay current with changes and laws. Assist in maintenance of loan documentation software and software testing.
- Communicate effectively with internal and/or external customers
- Stationary 75% of time or greater
- Move Objects to Maximum 10 lbs
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