Blue Bridge Financial, Inc. · 5 hours ago
Loan Documentation Specialist
Irvine, CA
Full-time
Onsite
New Grad, Entry LevelBlue Bridge Financial, Inc. is a specialty equipment finance company providing small and medium-sized businesses with secured loans for essential use equipment. The Loan Documentation Specialist will work closely with internal staff, brokers, and customers to prepare loan documents and ensure a smooth process throughout the agreement lifecycle.
FinanceFinancial ServicesLending
Responsibilities
Provide excellent customer service and communication to business partners and borrowers
Compose loan documents, review funding packages, file UCC’s and work with internal departments to ensure a smooth process throughout the life cycle of the agreement
Utilize judgment to escalate any potential risk discovered during funding process
Ability to effectively prioritize a fluctuating workload to meet deadlines
Resolve complex issues, identify process improvement opportunities and work with management to implement
Work with our technology groups to correct issues or improve functionality including testing of system changes
Review imperative customer information for accuracy across multiple inputs, flag for fraud, and problem solve to fund secured loans
Organize and create documentation using Microsoft Office, File Explorer, Adobe, and our internal databases
Manage and organize both physical and electronic notes and records for your own usage
Understanding of state compliance requirements related to automobiles, vehicular equipment, financial disclosures, and rate regulations
Organization of multiple loan cases and ability to speak details on open cases at any moment
Qualification
Required
Bachelor's Degree from accredited college, university, or experience equivalent
Extreme accuracy, attention to detail, and the ability to multi-task is required
Strong interpersonal skill, both written and verbally, are required for internal and external communication to effectively perform this role
Provide excellent customer service and communication to business partners and borrowers
Compose loan documents, review funding packages, file UCC's and work with internal departments to ensure a smooth process throughout the life cycle of the agreement
Utilize judgment to escalate any potential risk discovered during funding process
Ability to effectively prioritize a fluctuating workload to meet deadlines
Resolve complex issues, identify process improvement opportunities and work with management to implement
Work with our technology groups to correct issues or improve functionality including testing of system changes
Review imperative customer information for accuracy across multiple inputs, flag for fraud, and problem solve to fund secured loans
Organize and create documentation using Microsoft Office, File Explorer, Adobe, and our internal databases
Manage and organize both physical and electronic notes and records for your own usage
Understanding of state compliance requirements related to automobiles, vehicular equipment, financial disclosures, and rate regulations
Organization of multiple loan cases and ability to speak details on open cases at any moment
Ability to multi-task/organize work and work independently with little supervision
Ability to think analytically about data received as well as high attention to detail
Ability to deal with escalated issues and come up with solutions for resolution, utilizing third party vendors, customers, team members, brokers, while maintaining relationships with said brokers and customers
Ability to answer calls and come up with answers quickly with little preparation time
Ability to learn quickly and work in a fast-paced environment
Ability to function as a part of a group sometimes passing work back and forth to complete common goal
Flexibility in prioritizing workload, being able to change to a completely different task suddenly
Ability to communicate to all levels including credit associates, titling associates, finance associates, brokers, upper management and customers effectively
Strong drive to achieve goals and promote more work and the companies' values
Ability to act proactively on follow up and workload time permitting
Ability to take ownership and follow up on issues
Ability to work with a team spread across the country, via Teams, Email, Zoom, and more
Ability to work with time constraints to reach a common deadline of funding cut off time
Ability to clearly communicate with other associates in a positive manner about errors and how to avoid them in the future
Preferred
Titling, Lien Perfection, Equipment Finance or Loan Origination knowledge is a plus
Company
Blue Bridge Financial, Inc.
Founded in 2009, Blue Bridge Financial is a direct lender offering fast and flexible financing options.
Founded in 2009
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$0.25M2014-12-15Seed· $0.25M
2013-10-24Private Equity
Leadership Team
Rob Snow
President & Chief Credit Officer
Recent News
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