Loan Operations Document Specialist

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Reviews pre-closing loan packages based upon information submitted from lenders or loan assistants.  Ensures loan documents are accurate, in compliance with all state and federal regulatory requirements and security documents will ensure lien perfection while meeting deadlines in production environments for consumer, commercial and real estate loans.

 

Essential Duties and Responsibilities

 

1.      Assist Supervisor with pre-closing review of loan packages submitted for closing documents. 

  1. Reviews loan requests to ensure accurate documentation/information has been received in order to proceed with request.
  2. Reviews closing documents to ensure accuracy and compliance with regulatory requirements.
  3. Understands and recognizes when exceptions to bank policy and procedures are present.
  4. When necessary assist Processors prepare loan documents based upon approval and ensures all regulatory and state requirements have been met.
  5. Interacts with lenders and their assistants to provide exceptional customer service.
  6. Responsible for updating procedures of job duties as it pertains to related position.
  7. Be available as needed to cross train and perform additional tasks as assigned.
  8. Adheres to the BSA Policy and all other Bank Policies.
  9. Other duties and responsibilities as may be assigned by supervisor.

Minimum Qualifications (Education, Experience, Skills)

·         Knowledge of consumer and commercial lending, real estate, loan documentation, lien documentation, as well as state and federal compliance and lending regulations

·         Minimum 5 year experience in a commercial bank or other financial institution working in a loan operation’s environment or other position related to loans

·         Excellent written and verbal communication skills

·         Ability to work independently, efficiently and innovatively as part of a team

·         Must work well under pressure, meeting multiple and conflicting deadlines

·         Computer skills, including proficiency in Microsoft Word and Microsoft Office

·         Knowledge of Laser Pro preferred

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or fingers, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.

The noise level in the work environment is usually moderate. 

FIRST GUARANTY BANK is an EEO employer - M/F/Vets/Disabled
 
 
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