Loan Fulfillment Doc Prep Specialist I jobs in United States
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United Community · 11 hours ago

Loan Fulfillment Doc Prep Specialist I

United Community is seeking a skilled Loan Fulfillment Doc Prep Specialist I to prepare and deliver commercial loan documents while ensuring compliance and accuracy. The role involves performing quality control reviews and supporting the Loan Operations team with various administrative tasks.

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

Loan documentation requirementsQuality control reviewsFederalState regulationsMicrosoft OutlookMicrosoft WordMicrosoft ExcelOrganization skillsTime management skillsCritical thinkingCommunication skills

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

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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.

Funding

Current Stage
Late Stage

Leadership Team

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DeVan Ard
CEO
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J Scott Preston
Division CEO United Community Bank
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Company data provided by crunchbase