JD Bank · 2 days ago
Retail Loan Support Specialist
JD Bank is seeking a Retail Loan Support Specialist to provide essential support to lenders and loan representatives. The role involves ensuring accurate loan funding and documentation, as well as compliance with regulations.
BankingFinancial Services
Responsibilities
Communicate with the lending officer and/or loan representative to gather the necessary documents to process consumer real estate loans and small business loans
Communicate with the lending officer and loan representative and any other necessary party to schedule loan closings
Assure compliance with all consumer real estate regulations, polices, and procedures
Verify interest rate, DTI, LTV and escrow calculations
Generate, review for accuracy, and Docusign/email necessary preliminary disclosures
Complete appraisal requests
Complete title search requests
Review title searches and prepare the necessary documents to perfect our desired lien position
Assist the Lender/loan representative in communicating with the customer and insurance agents to obtain adequate insurance (coverage amount, flood zone verification, named lien holder, etc.) coverage for both hazard and flood policies, if applicable, prior to closing
Generate and review all necessary documents (LaserPro documents, affidavits, etc.) prior to loan closing
Review escrow account addendums (Insurance and taxes) on the Fiserv System with initial policies for accuracy
Resolve Retail Lending Helpdesk Tickets
Answer Phones and assist branch personnel inquiries
Cross-train in all areas of Retail Loan Support
Perform Second Look Review of Denied and Withdrawn Retail Applications
Perform Second Look Review of Mitigated Retail Applications
Adherence to and support of all compliance and BSA/AML rules and regulations related to this job function
Qualification
Required
Provides support to lenders and loan representatives by performing a variety of duties to ensure accurate loan funding and documentation
Communicate with the lending officer and/or loan representative to gather the necessary documents to process consumer real estate loans and small business loans
Communicate with the lending officer and loan representative and any other necessary party to schedule loan closings
Assure compliance with all consumer real estate regulations, polices, and procedures
Verify interest rate, DTI, LTV and escrow calculations
Generate, review for accuracy, and Docusign/email necessary preliminary disclosures
Complete appraisal requests
Complete title search requests
Review title searches and prepare the necessary documents to perfect our desired lien position
Assist the Lender/loan representative in communicating with the customer and insurance agents to obtain adequate insurance (coverage amount, flood zone verification, named lien holder, etc.) coverage for both hazard and flood policies, if applicable, prior to closing
Generate and review all necessary documents (LaserPro documents, affidavits, etc.) prior to loan closing
Review escrow account addendums (Insurance and taxes) on the Fiserv System with initial policies for accuracy
Resolve Retail Lending Helpdesk Tickets
Answer Phones and assist branch personnel inquiries
Cross-train in all areas of Retail Loan Support
Perform Second Look Review of Denied and Withdrawn Retail Applications
Perform Second Look Review of Mitigated Retail Applications
Adherence to and support of all compliance and BSA/AML rules and regulations related to this job function
Company
JD Bank
At JD Bank, we put our customers first.
Funding
Current Stage
Growth StageTotal Funding
$17.5M2017-01-26Debt Financing· $17.5M
Recent News
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2025-04-23
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