SBA Funder-Boarder Loan Documentation Spec 4
Core
Coordinates the preparation of loan/lease packages in compliance with policies, regulatory guidelines, and investor standards by gathering and reviewing necessary documents.
Role type
Loan documentation specialist
Builds
Loan/lease packages for funding
Domain
Banking / Mortgage lending
Required skills
Loan documentation construction, closing policies and procedures, funding policies, underwriting requirements, governmental and agency requirements, automated processing systems, credit policies, problem resolution, organizational skills
Preferred skills
Legal document knowledge, critical thinking, bank documentation software mastery, fast-paced environment adaptability
Technologies
Bank documentation software, automated processing systems
Responsibilities
Gather and review documents for loan/lease packages, communicate with staff and external parties to resolve issues, ensure compliance with internal and regulatory requirements, coordinate closing and funding, calculate closing costs, disburse funds