Job Title: Loan Documentation Specialist                                    Department: Loan Operations

Reports To: Loan Operations Manager                                        FLSA Status: Non- Exempt

SUMMARY:

Primary duty is documenting all commercial loans and processing paid off loans
Must be reliable, organized and capable of multi-tasking on a daily basis
Must be able to communicate well with Staff and Customers

RESPONSIBILITIES: 

• Prepare and supply information on HMDA reportable loans processed to management
• Orders all Flood Certificates, UCC’s and COGS, Title Work, etc.
• Complete documentation checklist by reviewing commercial loan file
• Identify and clear compliance issues
• Type all commercial loan documentation – New, Renewals, Extensions, Letters of Credit, etc.
• Receive and review loan package after closing for completeness and facilitate correction of deficiencies
• Receive requests for payoffs
• Recordation of Collateral Instruments
• Prepare instrument and forward to County or State for recording FIB collateral
• Print Paid Note Audit report, identify and process all paid off loans
• Prepares Paid Note Audit Collateral Release Forms
• Prepare and process all necessary discharges of liens and ticklers
• Act as liaison for deals requiring services from title companies, attorneys, borrower(s)/guarantor(s) and lender
• Commercial loan documentation and laser-pro background preferred
• Perform all other duties and projects assigned

REQUIREMENTS:

• High School diploma or equivalent.
• Minimum of 2 years’ experience in a loan documentation role.
• Familiar with loan file structure and loan origination software.
• Computer skills and knowledge of word and excel programs.
• Extraordinary attention to detail.