10 Nov
Loan Documentation and Preparation Specialists
Vacancy expired!
- Develops loan documentation with low to medium complexity
- Confirms all legal and formatting information for required documents
- Analyzes loan documentation for required system processing and alignment with required policies and procedures
- Evaluates documents for accuracy and compliance
- Combines, organizes and communicates information in consumable manner
- Possesses an understanding of commercial lending practices and corresponding documentation
- Provides effective and concise communication to all required stakeholders (e.g. operations, technology, lenders, etc.)
- Possesses proficiency in Microsoft Office Platform (e.g. Word, Word Mail Merge, Excel, PowerPoint, SharePoint, etc.)
- Acts as a liaison and single point of contact for the lending and operations groups and/or Corporate Legal
- Analyzes approval requirements while following written credit and lending policies, applicable federal regulations and state laws.
- Prepares minor modifications to loan documents for review and approval by Corporate Legal.
- Determines required documents necessary for the type of borrowing entity, collateral, including controls or covenants contained in the loan approval.
- Updates tracking systems with information used for communication and measurement of department service level agreements
- Monitors and communicates receipt and progress of loan documentation request.
- Provides customer service support for internal partners for any contract remediation documentation questions/issues
- Obtains contract information from internal repository systems to update remediation templates accordingly
- Understands all internal systems and applications to support contract remediation activities
- Looking at information on FileNet, ability to understand our systems and then prepare documentation accordingly
- Adheres to all policies, procedures and established control points
Vacancy expired!