Documentation Specialist
Core
Prepares and reviews loan documentation for consumer, commercial, and real estate loans to ensure compliance with bank policy and federal/state regulations.
Role type
Senior loan documentation specialist
Builds
Complete loan packages for closing, including titles, UCCs, mortgages, and deeds
Domain
Banking and lending
Required skills
Loan documentation knowledge, regulatory compliance analysis, title work review, vendor coordination, quality assurance, mentoring
Preferred skills
Associate degree in Business, multi-state regulatory knowledge
Technologies
Salespro, Laser Pro, Info-Access, DAC Tracking tool
Responsibilities
Analyze loan requests and prepare documentation; review applications for completeness and accuracy; coordinate with outside vendors and attorneys; resolve title exceptions; monitor work quality; mentor Documentation Analysts
Seniority
Mid-level, hands-on IC