Loan Documentation & Processing Specialist jobs in United States
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HOMEBANK · 2 hours ago

Loan Documentation & Processing Specialist

HOMEBANK is a family-owned bank that prides itself on supporting the communities it serves. They are looking for a detail-oriented Loan Documentation and Processing Specialist to ensure loan documentation is prepared in accordance with bank policy and regulation.

BankingCommercialFinancial ServicesLending

Responsibilities

Prepare and review loan documentation, ensuring accuracy and compliance with bank policies and regulatory requirements
Collaborate with loan officers and lending assistants to gather necessary information for loan files
Collaborate with other internal bank teams to facilitate funding requirements and customer’s needs
Complete post-closing loan file review as needed to ensure all required documents are in the file and executed properly
Review funded loans to the bank’s core system for accuracy
Prioritize tasks and manage deadlines effectively
Prepare documentation for loan denials and withdrawals
Research and analysis of customer’s existing accounts
Organize loan files pre and post loan closing
Coordinate funding and disbursement of loans with lenders and title companies
Application of loan payments and line of credit advances
Maintain/update procedures
Prepare loan documentation for digital file system
Communicate with third parties as needed
Daily loan department filing as needed
Assist loan production and servicing staff as needed
Assist loan officers as needed
Annually sign Customer Confidentiality and Privacy statement
Annually attend Robbery/Security Training
Annually read and execute the Employee Handbook and Disaster Plan
Be flexible and versatile with job duties as they arise throughout the day
Be able to prioritize and complete assignments
Work as a team member of HOMEBANK lending staff
Communicate any problems to supervisor
Additional duties and responsibilities are subject to change

Qualification

Loan documentationBanking laws knowledgeMicrosoft WordMicrosoft ExcelMulti-taskingDetail orientedCommunication skillsOrganizational skillsSelf-starter

Required

High school diploma
Maintain a working knowledge of banking laws and regulations and internal policies and procedures related to the job
Detail oriented
Multi-tasking
Strong communication skills
Strong organizational skills
Initiative to perform required duties
Self-starter
Be proficient with computer skills including Microsoft Word, Excel and Web based applications (data entry, email, etc.)

Preferred

Previous loan/legal experience preferred but can train new hire

Company

HOMEBANK

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HomeBank is a filled to the brim financial institution offering exceptional customer service and state-of-the-art technologies.

Funding

Current Stage
Growth Stage

Leadership Team

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Joseph Thomas
CEO
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Caly Cramsey, MBA
Chief Financial Officer
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Company data provided by crunchbase