Apply on Employer Site

Compeer Financial · 1 day ago

Document Administrator

IL-Bloomington

Full-time

Hybrid

New Grad, Entry Level

$41K/yr - $59K/yr

Compeer Financial is a member-owned cooperative providing financial services to support agriculture and rural communities. The Document Administrator prepares transaction documents for loans and leases, ensuring compliance and accuracy while providing exceptional client service and maintaining technical competency in loan processing.

FinanceFinancial ServicesRentalRisk Management

Work & Life Balance

No H1B

Responsibilities

Produces high quality documents for moderately complex transactions, ensuring accuracy of data

Proofs/edits loan and lease packages and consistently meets tight deadlines

Sets up temporary electronic folders to house applicable loan related documentation

Provides exceptional and consistent client service experience that aligns with the mission and vision of Compeer

Supports internal clients with problem solving, resolving questions and issues, at times under stress, to ensure effective working relationships with other team members

Maintains technical competency and strong knowledge of procedures and regulations in order to provide expertise on moderately complex loan and lease packages

Ensures that all of the required legal entity documentation is provided from a client who is a borrower or owner of collateral and that a full analysis is completed to validate authorized signers and the entity’s ability to borrow money and pledge its collateral

Reviews title insurance commitments, deeds, appraisals and other related documents to confirm the organization’s collateral lien position

Confirms legal documents required to close a transaction and parties required to sign each legal document per third party vendor contract

Analyzes requests to ensure loan and lease documents reflect the approved and intended closing package

Contributes to and leads special assignments or projects, as needed

Certifies a valid 1st lien requirement for all FLCA RE loans prepared for Vendor (FCI)

Attends monthly training sessions to stay current on organizations operational procedures

Reads updates to CPM (policies), EPC (procedures) and stays current with the Organizations Intranet communication tools

Qualification

Document preparationLoan processingAnalytical skillsMS Office proficiencyCommunication skillsProblem solvingOrganizational skillsTeam collaborationAttention to detailFlexibilityIntegrity

Required

Produces high quality documents for moderately complex transactions, ensuring accuracy of data

Proofs/edits loan and lease packages and consistently meets tight deadlines

Sets up temporary electronic folders to house applicable loan related documentation

Provides exceptional and consistent client service experience that aligns with the mission and vision of Compeer

Supports internal clients with problem solving, resolving questions and issues, at times under stress, to ensure effective working relationships with other team members

Maintains technical competency and strong knowledge of procedures and regulations in order to provide expertise on moderately complex loan and lease packages

Ensures that all of the required legal entity documentation is provided from a client who is a borrower or owner of collateral and that a full analysis is completed to validate authorized signers and the entity's ability to borrow money and pledge its collateral

Reviews title insurance commitments, deeds, appraisals and other related documents to confirm the organization's collateral lien position

Confirms legal documents required to close a transaction and parties required to sign each legal document per third party vendor contract

Analyzes requests to ensure loan and lease documents reflect the approved and intended closing package

Certifies a valid 1st lien requirement for all FLCA RE loans prepared for Vendor (FCI)

Attends monthly training sessions to stay current on organizations operational procedures

Reads updates to CPM (policies), EPC (procedures) and stays current with the Organizations Intranet communication tools

Strong listening, written and verbal communication skills, with the ability to communicate at all levels of the organization

Effectively prioritizes responsibilities to meet and exceed established deadlines

High level of integrity

Strong problem solving, decision making and organizational skills

Strong analytical skills with attention to detail

Ability to remain objective in balancing business needs and risk

Ability to work independently and collaboratively with other teams to achieve goals and represent the business

Strong computer skills, including MS Office applications and customer relationship management (CRM) programs

Preferred

Associate's degree in business administration, finance, legal, agribusiness, related field, or an equivalent combination of education and experience sufficient to perform the essential functions of the job

Entry-level experience in document preparation, financial, or legal experience preferred

Knowledge of loan processing, mortgage processing or leasing experience preferred

Demonstrates flexibility in a dynamic, fast-paced workload environment