Loan Document Preparation Specialist jobs in United States
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Prism Bank ยท 1 month ago

Loan Document Preparation Specialist

Prism Bank is seeking a Loan Document Preparation Specialist to support the lending team by preparing and reviewing loan documents for both consumer and commercial loans. This role is crucial for ensuring compliance with regulations and providing guidance on documentation issues while collaborating with lenders and third parties.

BankingFinancial Services

Responsibilities

Prepare and review loan documents for new loans, renewals, and modifications
Ensure compliance with TRID timelines, federal/state regulations, and bank policies
Work with lenders, title companies, and vendors to gather accurate information
Review title commitments, construction binders, and supporting documentation
Manage lien perfection (Deeds of Trust, Mortgages, UCC filings, etc.)
Create/customize documents in LaserPro (Finastra)
Maintain records in loan systems and HMDA reporting tools
Provide support and guidance to lenders on documentation issues

Qualification

TRID loan document preparationLaserProCommercial loan document prepLoan platforms experienceAttention to detailWritten communicationVerbal communicationProblem-solving skillsOrganizational skillsCustomer-focused

Required

High School Diploma or equivalent
Minimum 2 years of TRID loan document preparation experience
Experience with LaserPro

Preferred

NMLS registration or ability to obtain
Commercial loan document prep experience
Experience with loan platforms (CSI, nCino, etc.)

Company

Prism Bank

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Prism is a community bank committed to understanding and addressing the needs of a broad variety of clients through an approach built on strong, close relationships.

Funding

Current Stage
Growth Stage

Leadership Team

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David Hardy
President & CEO
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Freddie Lomax
TECHNOLOGY & SECURITY MANGER/ELECTRONIC TRANSACTION COORDINATOR
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Company data provided by crunchbase