Role OverviewThe Loan Documentation Specialist will be the backbone of our documentation process by preparing, generating, and tracking loan packages while ensuring seamless integration with our accounting systems.
What You Will Do
Prepares/Generates new loan documentation, creates new loan files, enters collateral and insurance information, and tracks original loan documents.
Why It Might Be a Fit
The ideal candidate will thrive in a fast-paced environment where accuracy is paramount and enjoy the complexities of collateral tracking and loan history management.
Requirements
- Prepares/Generates new loan documentation
- Creates new loan files
- Enters collateral and insurance information
- Tracks original loan documents
- Maintains collateral safekeeping records
- Issues collateral receipts for new stock certificates
- Maintains original note and safekeeping drawers
- Performs yearly audits of each
- Facilitates running the system monthly reports
- Completes maintenance and tracking of Construction loans
- Completes monitoring and tracking Real Estate property tax information
Benefits
- Health, dental, and vision insurance
- Company paid disability and life insurance
- Company paid ID Theft & Credit Monitoring services
- Generous PTO plus 12 paid holidays and additional time off to volunteer in their community
- Up to 4% in employer 401(k) contributions
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