First United Bank · 1 day ago
Loan Document Specialist II - Consumer
Plano, TX
Full-time
Onsite
Entry Level
1+ years expFirst United Bank is seeking a Consumer Loan Documentation Specialist to prepare and review loan documentation for consumer real estate loans and provide support for non-real estate loans. The role ensures compliance with federal regulations and internal policies while managing loan modifications and assisting the lending team.
BankingFinancial ServicesInsuranceLending
Responsibilities
Prepare consumer loan documents within the bank’s portfolio to ensure adherence to lending regulations, lending compliance, and the bank’s credit policy
Review prepared documents for accuracy and consistency with approval requirements
Review collateral support documents such as title commitments
Confirm appraisal and/or environmental reports are completed with appropriate review/sign off (subject to regulatory compliance)
Process, review and upload complete loan and collateral files to ensure that established standards are met, including compliance with federal regulations and adherence to Bank lending policy as well as ensuring that the Bank’s security interest is established, and our lien position is upheld
Process all consumer loan modification requests which includes checking file for check-in & prepare documentation; renewal, deferral, modification
Process and complete all consumer denial/fallout applications
Provide support to Loan Officers/Lending Team to process the loan according to established policies, procedures and regulatory guidelines
Ensure compliance with regulatory issues including but not limited to TRID, RESPA, FDPA, HMDA, HPML, and Regulation B
Independently prioritize workflow to maximize production turn around and minimize administrative delinquencies
Work stale dated loans in system for decline/withdraw completeness
Assist management in the preparation for and during audits and exams
Maintains a professional work/copy room environment
Assists other departments as needed
Handles internal customer complaints and communicates issues to supervisor as needed
Recommends to supervisor possible methods to improve department efficiency
Completes all required compliance exams on a yearly basis
Adherence to all First United Policies and Procedures
Dresses professionally
Perform all other tasks assigned by Supervisor including departmental projects
Qualification
Required
High school diploma or GED required
Minimum one year working experience in the loan area of a banking institution
Six months to one year of hands-on experience with preparing or reviewing loan documentation
Good understanding of computer spreadsheet and word processing programs
Ability to initiate tasks and projects with little or no supervision
Exceptional customer service skills
Good problem-solving and decision making skills
Demonstrates good judgment
Strong organizational skills
Strong interpersonal skills and ability to work well with a wide range of people
Ability to communicate well with internal customers by all means of communication including written, verbal, and non-verbal communication
Willingness to accept additional responsibilities
Dependable and adheres to time lines and schedules
Takes initiative in development and completion of projects
Preferred
Good understanding of financial institution products and services
Strong understanding of loans and loan products
Company
First United Bank
First United Bank is a banking company that specializes in the fields of personal banking, loans, and business loans.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$80.45M2022-02-01Series Unknown· $80.45M
Leadership Team
Tadd D. Tobkin
EVP - Chief Technology Officer
Recent News
2025-11-11
2025-10-22
The Journal Record
2025-08-29
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