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FirstBank · 5 hours ago

Document Exceptions Specialist

Franklin, TN

Full-time

Onsite

Entry Level

2+ years exp

FirstBank is seeking a Document Exceptions Specialist to perform a detailed review of loan and approval documentation. The role involves ensuring proper execution of loan documentation, compliance with lending policies, and assisting with escalated loan concerns as necessary.

BankingFinanceFinancial Services

Responsibilities

Responsible for ensuring that all loan documentation, including LOS generated as well as attorney prepared, has been properly executed and perfects the lien on any collateral securing the loan

Ensure adherence to lending policy. Ensure compliance with applicable regulatory requirements

Set up collateral records and exceptions for missing or incorrect loan documentation. Clear document exceptions as they are submitted

Assist the Post Close Review and Imaging Manager with escalated questions or loan concerns as needed

Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity

Assists with other duties assigned by management

Qualification

Loan documentation knowledgeRegulatory compliance understandingMicrosoft Office proficiencyLoan operations experienceAttention to detailTeamwork abilityCommunication skills