Loan Documentation Specialist (1642)Oconee State Bank
Job Summary
WATKINSVILLE, GA 30677-2064
Equal employment opportunity, including veterans and individuals with disabilities.
Loan Documentation Specialist (1642)
WATKINSVILLE, GA 30677-2064
Description
RESPONSIBILITIES (INCLUDING BUT NOT LIMITED TO):
- Confirm with lending staff the review and clearing of existing collateral exceptions on renewal loans prior to releasing documents
- Ensure all loan requests include proper approval prior to preparing loan documentation
- Prepare accurate in-house loan documentation for commercial loans and consumer real estate loans in accordance with Bank policy and regulatory requirements
- Follow up with loan officers and CLS team members on erroneous and missing loan documents after closing
- Review/audit all executed loan documentation packages to ensure all forms have been completed and signed in accordance with bank policy and procedures
- Stay current with knowledge of Bank policies and regulatory requirements appropriate to lending and ensure loan packages/documents adhere to and are in alignment with both Internal & Regulatory requirements
- Handle various duties as assigned by Loan Operations Manager, including but not limited to release of collateral, closing of paid out files, and Synergy file review.
EXPERIENCE | QUALIFICATIONS:
MINIMUM YEARS OF EXPERIENCE
- High School Education or equivalent
- 2 years of experience in handling loan documents and processing loan files
MINIMUM QUALIFICATIONS
- Flexibility to handle loan documentation from multiple lenders
- Talented verbal and written communicator
- Exceptional attention to detail and organization
PREFERRED QUALIFICATIONS
- Experience as a user in Laser Pro
- Experience as a user in Xperience
COMPUTER / SOFTWARE EXPERIENCE REQUIREMENTS
- Experience with Microsoft Office products
REQUIRED COMPETENCIES
- Personal Motivation
- Planning and Organizing
- Initiative/Independence
- Teamwork
- Communication
Qualifications
RESPONSIBILITIES (INCLUDING BUT NOT LIMITED TO):
- Confirm with lending staff the review and clearing of existing collateral exceptions on renewal loans prior to releasing documents
- Ensure all loan requests include proper approval prior to preparing loan documentation
- Prepare accurate in-house loan documentation for commercial loans and consumer real estate loans in accordance with Bank policy and regulatory requirements
- Follow up with loan officers and CLS team members on erroneous and missing loan documents after closing
- Review/audit all executed loan documentation packages to ensure all forms have been completed and signed in accordance with bank policy and procedures
- Stay current with knowledge of Bank policies and regulatory requirements appropriate to lending and ensure loan packages/documents adhere to and are in alignment with both Internal & Regulatory requirements
- Handle various duties as assigned by Loan Operations Manager, including but not limited to release of collateral, closing of paid out files, and Synergy file review.
EXPERIENCE | QUALIFICATIONS:
MINIMUM YEARS OF EXPERIENCE
- High School Education or equivalent
- 2 years of experience in handling loan documents and processing loan files
MINIMUM QUALIFICATIONS
- Flexibility to handle loan documentation from multiple lenders
- Talented verbal and written communicator
- Exceptional attention to detail and organization
PREFERRED QUALIFICATIONS
- Experience as a user in Laser Pro
- Experience as a user in Xperience
COMPUTER / SOFTWARE EXPERIENCE REQUIREMENTS
- Experience with Microsoft Office products
REQUIRED COMPETENCIES
- Personal Motivation
- Planning and Organizing
- Initiative/Independence
- Teamwork
- Communication
Equal employment opportunity, including veterans and individuals with disabilities.
PI281347560