First Peoples Bank · 6 days ago
Loan Documentation Specialist - Pine Mountain, Georgia
Pine Mountain, GA
Full-time
Onsite
Entry Level
1+ years expFirst Peoples Bank is seeking a Loan Documentation Specialist responsible for managing essential documentation related to the bank's loan portfolio. The role involves reviewing loan packages, ensuring document accuracy, and assisting with various aspects of loan operations.
BankingFinanceFinancial Services
Responsibilities
Reviews closed and booked loan packages and related documentation checklist(s), verifying presence, accuracy, completeness, and proper execution of all required documents
Accurately identifies each loan document and places into the appropriate position in FDM via scanner
Understands various legal entities, required documentation for the types of entities, and signature requirements
Creates ticklers for documents as required
Scans miscellaneous loan documents
Files new loan folders and pulls and processes paid out loan files, including cancellation of liens
Tracks and maintains insurance, calls or emails insurance companies to keep policies up to date, communicates with loan officers to obtain valid policy information from customers, tracks force-placed and flood insurance
Perfects liens on collateral items (deeds, modifications, leases and rents, UCC filings, and titles). Reviews files to ensure appropriate documents were prepared, mails items to appropriate county or state offices, files electronic liens
Appraisal Processing- Will assist in ordering and logging appraisals that cannot be ordered through the third-party appraisal service provider
Creates exception reports to send out to lending group weekly, reviews financial documentation requirements monthly, communicates with lenders, loan assistants, and loan operations when necessary to gather further information to accurately review packages and cite or close exceptions
Gathers and provides requests for audits and examinations
Cross-trained in all aspects of Loan Operations to back up other team members as needed
Ability to be trained and fully understand the different bank systems including but not limited to Bancpac, ImageCentre, DocuSign, FDM, FRM, and others as assigned
Demonstrates accuracy and thoroughness and display commitment to excellence by looking for ways to improve and promote quality. Applies feedback to improve performance
Meets productivity standards and complete work in a timely manner
Communicates and interacts well with First Peoples Bank associates, customers, other banks and vendors. Be able to escalate issues as needed to supervisor for further assistance as needed
Assists other areas of Operations as time permits to include but not limited to wire transfers, internal transfers, assisting with ACH origination, and processing incoming and outgoing mail
Completes assigned training and seeks additional opportunities to improve skills in both regulatory and compliance knowledge, software and systems, and interpersonal skills
Adheres to all federal and state regulatory requirements as required by law
Qualification
Required
Minimum of 1 year of job-related experience
Must be a Notary Public or able to become certified
Possesses a high level of organization, accuracy, attention to detail and follow-though on assignments
Desire and ability to work both independently and as a team
Excellent verbal, written and interpersonal communication skills required
Time management and organizational skills to effectively prioritize multiple objectives and achieve volume goals
Ability to take initiative and take ownership of assigned job duties
Must be proficient with Microsoft office programs such as Outlook, Word, and Excel
Ability to work with all levels of management under pressure and strict deadlines
A strong commitment to a team culture and positive attitude is required
Maintains a dependable record of attendance and timeliness
Company
First Peoples Bank
First Peoples Bank is a financial institution that offers personal and commercial banking services.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$6.77M2023-09-19Seed· $0.77M
2022-06-28Debt Financing· $6M
Leadership Team
Casey Smith
Chief Strategy Officer
Company data provided by crunchbase