United Community · 11 hours ago
Loan Fulfillment Doc Prep Specialist II
United Community is seeking a skilled Loan Fulfillment Doc Prep Specialist II to prepare and deliver commercial loan documents and ensure compliance and accuracy in all loan documentation processes. The role involves performing administrative tasks, preparing detailed loan documents, and conducting quality control reviews.
Banking
Responsibilities
Perform complex and non-routine administrative tasks with significant judgment and discretion
Support the Loan Operations team with various duties
Prepare and deliver detailed commercial loan documents, including promissory notes, deeds/mortgages, and security agreements for intermediate to complex loan types
Ensure all documents are prepared within specified due dates and comply with bank, regulatory, and investor guidelines
Prepare and deliver interim loan documents for acquired banks using the legacy bank’s document preparation system
Conduct quality control reviews of loan documents prepared by peers to ensure accuracy and compliance
Qualification
Required
Minimum three years' experience in a Loan Operations/Loan Processing/Branch environment
Intermediate to advanced knowledge of commercial and/or retail loan documentation requirements, including collateral perfection, cross-collateralization, and legal verbiage requirements
Knowledge of federal and state regulatory requirements
Proficiency in Microsoft Outlook, Word, and Excel
Exceptional organization and time management skills with the ability to meet multiple deadlines
Strong critical thinking, communication, and organizational skills
Must be able to pass a criminal background & credit check
Preferred
Document Preparation or Document Review experience
Company
United Community
Since 1950, United Community has been driven to provide best-in-class service as we work to improve the financial well-being of the people and communities we serve.