Loan Document Specialist Resume Samples

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G Cremin

Garland

Cremin

9159 Ellen Trace

New York

+1 (555) 479 7008

9159 Ellen Trace

New York

Phone

p +1 (555) 479 7008

Experience Experience

Boston, MA

Loan Document Specialist

Boston, MA

Bergnaum and Sons

Boston, MA

Loan Document Specialist

Process incoming loan files to ready for booking according to file check-in procedures. This duty is performed daily, about 20% of the time
Perform special projects as assigned
Perform above functions within department expectations/metrics
Stay abreast of changes in loan policy and federal compliance regulations. This duty is performed daily, about 10% of the time
Review loan files for compliance with bank policy and regulatory compliance. Loads infractractions to bank's internal tracking system & tracks for follow up documentation to insure collateral position. This duty is performed daily, about 75% of the time
Review borrower's credit file for adherence to bank's credit and underwriting policies. Loads infractions to bank's internal tracking system and tracks for follow up documentation according to bank policy. This duty is performed daily, about 25% of the time
Review and tracks follow up documentation for both credit policy and loan policy. This duty is performed daily, about 20% of the time

San Francisco, CA

Home Loan Document Specialist

San Francisco, CA

Auer, Bradtke and Powlowski

San Francisco, CA

Home Loan Document Specialist

Dedication to providing outstanding levels of customer service and quality
Thoroughly review data entry to ensure all dates and information are correct
Display a sense of urgency while ensuring proper steps have been taken to maintain data integrity related to drawing documents
2+ years of mortgage lending operations, including mortgage loan closing or processing
Verify all loan information is accurate in the system before preparing documents
Review Fees and Estimated HUD from Escrow to ensure accuracy and compliance with RESPA
Confirm all fees, rates, points and loan information for accuracy

present

Los Angeles, CA

Business Loan Document Specialist

Los Angeles, CA

Larkin-Becker

present

Los Angeles, CA

Business Loan Document Specialist

present

Perform post-closing duties to include verification of loan setup on related servicing system and generate online communication for maintenance of loans
Process BLOC draw requests after receiving approval from business underwriting to service business member lines of credit
Create new loan files pre and post-closing and review for completeness, create exception advisor tracking items, file items and scan to image system
Effective researching and analyzing account data to effectively process and solve problems for multiple types of accounts
Monitor and complete manual booking processes and maintain loan administration pipeline and closed log
Perform an audit of closed loan files to ensure all loan documents match the approval document, including technical details of the loan, such as payment date, amount, interest rates and terms, etc
Serve as subject matter expert regarding business functions, systems, policies and procedures

Education Education

West Virginia University

Skills Skills

Basic knowledge of lending processes, loan systems and loan documentation
Ability to work in a team environment
Comprehensive knowledge of Commercial/Consumer loan documentation
Basic mathematical sills
Ability to communicate effectively (written and verbal) with both associates and managers
Great work-life balance, community involvement, team engagement events, on-site gym…etc
Proven success in providing consistent high quality service through efficient, effective and consistent delivery
Detail-oriented
J2WHJ Basic Qualifications
LI-AB1 Basic Qualifications

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3 Loan Document Specialist resume templates

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Consumer Loan Document Review Specialist Resume Examples & Samples

Reviews loan documentation for consumer loans
Exceptions for documentation/policy errors are entered in the exception tracking system
Provides clear and concise written communication on missing or incorrect document exceptions
Completes system validation to executed loan documents

Consumer Loan Document Specialist Resume Examples & Samples

Ordering and reviewing titles for accuracy
Reviewing of documentation requirements and conducting follow-up with US processors to ensure timely receipt
Using checklist, gather documents to ensure compliance with Chase policy and procedure
Conducting verbal verification of employment and insurance coverage to satisfy refinance application
Ability to manage multiple tasks and meet deadlines in timely manner
Computer proficiency and strong data entry skills
Loan origination experience a plus
Strong working knowledge of Microsoft applications [Word, Excel, Powerpoint
Ability to provide superior customer service
One to two years mortgage experience

Consumer Loan Document Specialist Resume Examples & Samples

Initial review of loan information through CLOSR
Verbal verification of employment and insurance coverage
Working with Mortgage Processors on documentation requirements and conducting follow-up to ensure timely receipt
Strong working knowledge of Microsoft applications [Word, Excel, Powerpoint]

Consumer Loan Document Specialist Resume Examples & Samples

Instructing applicant on documentation requirements and conducting follow-up to ensure timely receipt
Scheduling closings
Preparing closing documents
Conducting follow up with Settlement agents to ensure timely closing

Home Loan Document Specialist Resume Examples & Samples

Review loan files to ensure that all required documentation to order docs are in place
Review prelim and appraisal for property information
Confirm all fees, rates, points and loan information for accuracy
Verify all loan information is accurate in the system before preparing documents
Thoroughly review data entry to ensure all dates and information are correct
Add Prior to Funding loan conditions as needed
Review Fees and Estimated HUD from Escrow to ensure accuracy and compliance with RESPA
Display a sense of urgency while ensuring proper steps have been taken to maintain data integrity related to drawing documents
Maintain less than 3% error rate
2+ years of mortgage lending operations, including mortgage loan closing or processing
Demonstrated understanding of Mortgage Lending operations and industry, specifically how it relates to compliance of mortgage lending applicable laws, regulations and regulatory issues
Dedication to providing outstanding levels of customer service and quality
Ability to organize and prioritize workload and meet deadlines
Must have effective computer skills with good problem solving abilities. Proficiency in Microsoft Office Suites
Must be flexible, accountable, with the ability to work under limited supervision

Loan Document Specialist Resume Examples & Samples

Prepares documentation for all types of loans, to include new and renewed, and supporting documents
Reviews all loan requests for appropriate authorization, compliance and bank policy standards
Responsible for verifying completeness of files with all necessary documents and signatures required
Verifies that proper legal compliance requirements have been followed to ensure perfection of bank's interest and that proper documentation has been done ensuring our lien will be perfected
Audits and transmits loan documentation
May prepare and/or track various information for reporting. May file UCCs for recording via automated system
Audits and transmits loan documentation. May confirm that all required coding and risk management information is present
Requires High School Degree or Equivalent and some banking, lending processes and procedures or other directly related experience
Must have good audit, pc and customer service skills

Loan Document Specialist, Nreg Resume Examples & Samples

Responsible for placing orders for construction consultant inspections and title updates; confirms receipt of draw package, obtaining recorded & other loan documents within KeyView Deluxe, draft draw checklist and maintains Open Draw Log
Provides back up coverage for Construction Monitoring Specialists by responding to internal and external client inquiries and facilitating various functions of routine draws, including but not limited to balancing the draw
Responsible for placing title work orders; requests Front End Cost Analysis & Property Condition Reports, inspections etc via the RIMS system; completes attorney engagement process etc
Responsible for monitoring the NREG Mail Box to facilitate the NREG Log for new assignments and status tracking
Need analytical ability to recognize the loan structure and complexity of the loan prior to assigning based on capacity and specialists experience level
Assists with updating procedures, stationery and department forms
Performs NREG web page updates and uploads reports
Researches and submits invoices for NREG
Generates NREG reports, reviews and distributes as appropriate
Proven ability to prioritize and handle multiple tasks in a high volume environment
Clearly and immediately communicates problems/issues to Manager and/or RM
Distribution and delivery of mail
Coordinates collection of Team’s supply orders for RECS Tiedeman contact
Proactively manage special projects as assigned by Manager
2-year College Degree or equivalent real estate business experience
Detail-oriented
Aptitude for analysis, systems and mathematics
Knowledge of Commercial Loan Systems and Deposit Systems
Proficient in the following systems: Microsoft Excel, Word, Outlook, RIMS
Working knowledge of the following systems: CLS/CL3, Hogan, KeyView Deluxe, SB2, CWA etc

Commercial Loan Document Specialist Resume Examples & Samples

Review and analyze commercial and consumer documents, making determinations for proper handling
Diminishes risk to corporation by ensuring regulatory and policy compliant documentation
Supports sales team efforts by providing world class service in the commercial loan process
Establishes a good working relationship with internal customers, LOBs and the Consumer Loan Center (CLC)
Answers various documentation questions by a wide range of internal customers
Cross-site partnering. Best practice sharing
Accurate identification and indexing of task related documents
Keen eye for detail while filing loan documentation
Develop self to better support team and future advancement
Participate in team meetings
Contribute continuous improvement ideas
2+ years of experience in Commercial loan processes and document review
Ability to lift 60 - 70 pounds repeatedly - position will be lifting and moving boxes of loan files on a daily basis including transporting boxes between buildings
Ability to stand and bend while moving boxes up to 8 hours per day - position will require standing and bending throughout the day to process and file loan documents
Paralegal experience - able to read and interpret legal documents
Ability to accurately review files with minimal errors
Proven success in providing consistent high quality service through efficient, effective and consistent delivery
Preferred : Working understanding of systems including: ALS, ACAPS, CLS, Lotus Notes
Intermediate PC skills and ability to use MS Office (Word, Excel)
Regulatory compliance knowledge with respect to commercial loan documentation
Demonstrated commitment to excellent customer service
Good problem solving and decision making ability
Strong interpersonal skills, with a demonstrated ability to work within a team structure. Ability to multi-task and meet deadlines while working under pressure
Open minded and adaptable to new ideas in a changing environment
Maintain a constructive, positive outlook

Loan Document Management Specialist Resume Examples & Samples

Review and analyze commercial and
Intermediate PC skills and ability to use MS Office (Word, Excel)
Demonstrated commitment to excellent customer service
Good problem solving and decision making ability
Good oral and written
Ability to multitask and meet deadlines while working under pressure
Open minded and adaptable to new ideas in a changing environment
Maintain a constructive, positive outlook
Comprehensive knowledge of Commercial/Consumer loan documentation
Proven success in providing consistent high quality service through efficient, effective and consistent delivery
Working understanding of systems including: ALS, ACAPS, CLS, Lotus Notes and KVD

Loan Document Specialist Resume Examples & Samples

Provide prompt, accurate, and courteous service to both internal and external customers
Process new applications, line modifications, status changes, and dealer reviews in a timely manner
Analyze and verify documents for contractual compliance per AFC’s guidelines. Determine the validity of the
Contact state agencies and take other necessary actions to collect or verify information required to process
Understand the laws and codes applicable to filing UCC financing statements or PPSA liens and PMSI
Coordinate collateral security process with all parties (i.e. attorneys, branch managers, etc.)
Generate a contract and necessary amendments for execution

Loan Document Specialist Resume Examples & Samples

Process incoming loan files to ready for booking according to file check-in procedures. This duty is performed daily, about 20% of the time
Assist in review of file for Home Mortgage Disclosure Act. This duty is performed daily, about 10% of the time
Recordation of on-line filings with the Secretary of State's office in compliance with the Uniform Commercial Code. This duty is performed daily, about 10% of the time
Process paid out loans including processing release of collateral according to paid out procedures. This duty is performed as needed, about 50% of the time
Completes required BSA/AML training and other compliance training as assigned. This duty is performed annually, about 2% of the time
Answer phone & e-mail requests and inquiries promptly and professionally. This duty is performed daily, about 10% of the time

Loan Document Specialist Resume Examples & Samples

Review loan files for compliance with bank policy and regulatory compliance. Loads infractractions to bank's internal tracking system & tracks for follow up documentation to insure collateral position. This duty is performed daily, about 75% of the time
Review borrower's credit file for adherence to bank's credit and underwriting policies. Loads infractions to bank's internal tracking system and tracks for follow up documentation according to bank policy. This duty is performed daily, about 25% of the time
Review and tracks follow up documentation for both credit policy and loan policy. This duty is performed daily, about 20% of the time
Stay abreast of changes in loan policy and federal compliance regulations. This duty is performed daily, about 10% of the time
Answer phone/e-mail requests and inquiries promptly and professionally. This duty is performed daily, about 15% of the time

Commercial Loan Document Specialist Resume Examples & Samples

Paralegal experience - experience with legal document review
Commercial Loan Documents - experience reviewing and analyzing Commercial Loan Documentation and making appropriate determinations for handling
Document Review - experience reviewing commercial loan documents for authenticity, prior note language and validated against the commercial loan system
Ability to stand for elongated periods of time
Ability to repeatedly lift 60 - 70 pounds throughout the work day
Regulatory compliance knowledge with respect to consumer and commercial loan documentation
Able to read and interpret legal documents
Knowledge of basic accounting principles
Ability to accurately file with no errors
Strong interpersonal skills, with a demonstrated ability to work within a team structure
Ability to multi-task and meet deadlines while working under pressure
Commitment to continuous improvement

Loan Document Specialist Resume Examples & Samples

Responsible for opening and closing Restricted Collateral DDA accounts (RCA) in RECWeb following their opening by deposit services (CAM) within 24 hours
Review daily reports to ensure accounts are opened and closed timely and accurately
Daily reconciliation and certification of RCA transactions in RECWeb utilizing supporting documentation uploaded to the Share Drive and verifying processor has proper authority
Monitoring incoming New Loan, Modification and Document Management Requests in LOTUS Notes, including timely maintaining of the documentation/loan status log
Responsible for uploading loan documentation to RECWeb
Responsible for tracking the receipt of required legal documents from loan closings and modifications
Clearing Document Exceptions from the system of record
Prepare documents for bar code scanning and submission to the document vault
Responsible for loading and updating information and continued monitoring regarding UCC’s in LoanIQ to maintain KeyBank’s lien position
Provide assistance and expert guidance to RM/PM, Closer and Servicing Officers in post closing follow-up for missing or incomplete legal documents
Provide Support to REC Business Analyst and Project Manager including, but not limited to, gathering and reviewing documentation required for periodic audits and GRC testing, assist with report preparation and distribution, and project support as needed
Responsible for managing flood map changes, notifying the National Closer Manager, Closer and Servicing Officer of changes and updating system of record when needed
Review, monitor and distribute various reports related to collateral, flood and data integrity
2-year College Degree or equivalent real estate/lending business experience
Strong solution-oriented and problem solving skills
Ability to handle multiple tasks in a high volume environment
Demonstrated success in being part of a team environment
PC proficiency including familiarity with Microsoft Excel and Word
PREFERRED QUALIFICATIONS
Knowledge of loan systems (preferably Loan IQ, RECWeb) and deposit systems
Knowledge of commercial loan documentation and collateral
Background in document management, commercial loan closing or underwriting
Keeps promises and honors commitments
Accepts responsibility for mistakes and failures and learns from them
Demonstrates open, honest communication

Loan Document Specialist Resume Examples & Samples

Process the review of funding documents based on documented policies and procedures
Annotate accounts in company databases to document interactions with the customers, CarMax store personnel or third parties
Evaluate customer accounts, work requests, or paperwork and determine follow-up steps required based on documented policies and procedures
Answer inbound and/or make outbound phone calls to address questions, or assist customers, CarMax stores or third parties
Generate and maintain specific department reporting according to documented procedures
Perform above functions within department expectations/metrics
Adaptability and flexibility
Ability to meet deadlines
Ability to perform multiple tasks
Speak and listen effectively in dealing with customers and stores
Basic typing skills including minimum speed and accuracy requirements
High School diploma/GED
Six months related experience/training
Experience in an administrative type role preferred
Proven organization and time management skills
Basic working knowledge of Microsoft Word and Excel functions
Ability to communicate effectively (written and verbal) with both associates and managers
Apply a common sense understanding in order to carry out simple verbal or written instructions
Basic mathematical sills
Ability to lift up to 10 pounds

Loan Document Specialist Resume Examples & Samples

Ability to lift, at a minimum of 6-70 pounds repeatedly – this position will be lifting and moving boxes of loan files on a daily basis
Ability to stand and bend while moving boxes up to 8 hours per day
Ability to review, process and understand legal loan documents
Regulatory compliance knowledge with respect to consumer and commercial loan documentation
Able to read and interpret legal documents
Strong interpersonal skills, with a demonstrated ability to work within a team structure
Ability to multi-task and meet deadlines while working under pressure
Commitment to continuous improvement

Temporary Loan Document Specialist Resume Examples & Samples

Requires High School Degree or Equivalent and some banking, lending processes and procedures or other directly related experience. A combination of education and experience may meet job requirements
Must have good audit, data entry and customer service skills
Basic know of computer software programs such as word, excel, etc

Commercial Loan Document Specialist Resume Examples & Samples

Ability to lift, at a minimum of 60-70 pounds repeatedly – this position will be lifting and moving boxes of loan files on a daily basis
Ability to review, process and understand legal loan documents
Candidate must possess experience with legal document review
Candidate must have experience reviewing and analyzing Commercial Loan Documentation and making appropriate determinations for handling
Experience reviewing commercial loan documents for authenticity, prior note language and validated against the commercial loan system

Loan Document / Prefunding Specialist Resume Examples & Samples

Requires High School diploma or equivalent and some previous banking or loan process experience or other directly related experience
Must have good organizational and customer service skills
Must possess numeric and verbal aptitudes

Senior CBG Loan Document Review Specialist Resume Examples & Samples

Responsible for completing the review of the loan documentation packages within the predefined service level agreement to ensure accuracy. This includes the review of the Credit Request (CR) against the business terms, covenants and conditions contained in the loan documents
Ensures that any special conditions, terms or requirements imposed by higher approval authorities have been complied with
Confirms that Credit Request (CR), flood, OFAC and any other due diligence are still valid
Ensures that the final executed loan documents meet the terms and conditions of loan approval, reviews boarding package and approves boarding and funding of the loan
Logs all activity related to the document reviewer function for loan process tracking
High School Diploma or GED – required
Associate’s Degree – preferred
Five to seven years of experience in commercial loan documentation, loan operations or lending
Strong attention to detail, organizational skills and time management skills
Working knowledge of rules, regulations and policies concerning banking services, particularly with commercial lending and related documentation
Good understanding of: types of borrowing entities; organizational and entity documents; commercial loan processing/credit administration procedures, the organization, the industry and regulations; real estate requirements in all states where BOW is doing business
Experience in: preparing or reviewing commercial loan documents; loan accounting software; documentation imaging software and documentation preparation systems

Business Loan Document Specialist Resume Examples & Samples

Produce loan documentation for commercial Real Estate, Business Line of Credit (BLOC), Secured and Unsecured loans, Letters of Credit, Checking Lines of Credit (CLOC) and Consumer to business vehicle transfer loans (C2B)
Ensure adherence to established Navy Federal Business Services policies and procedures
Perform post-closing duties to include verification of loan setup on related servicing system and generate online communication for maintenance of loans
Serve as subject matter expert regarding business functions, systems, policies and procedures
Perform due diligence for loans such as inspection/collateral, and required letters and notices
Perform routine file maintenance on existing loans files when a loan file is renewed or paid off
Perform an audit of closed loan files to ensure all loan documents match the approval document, including technical details of the loan, such as payment date, amount, interest rates and terms, etc
Perform cross reference and review of hardcopy and electronic loan files for completeness
Monitor and complete manual booking processes and maintain loan administration pipeline and closed log
Generate and update tracking documents as received and scan/copy items to specific loan or collateral file
Create new loan files pre and post-closing and review for completeness, create exception advisor tracking items, file items and scan to image system
Perform first level review of transactions; follow due diligence steps regarding regulations and fraud; escalate as appropriate
Resolve or arrange for resolution of operational/processing issues, inquiries and complaints
Identify, investigate and resolve discrepancies/processing problems to include documentation and time-sensitive issues
Research, analyze and resolve issues related to documentation
Monitor and perform actions needed to maintain business services credit card orders
Monitor recurring workflow or operational issues and escalate to management
Perform quality assurance cross check and reviews as outlined within the Business Loan Administration Quality Assurance plan
Process BLOC draw requests after receiving approval from business underwriting to service business member lines of credit
Lead, guide and mentor less experienced staff
Develop and recommend enhancements to improve operational processes and procedures
Performs other related functions as assigned or appropriate
Working knowledge of software loan packages such as: ComplianceOne (Wolters Kluwer), Baker Hill (Bank 2 Business, Exception Advisor, Client Advisor), UAD, MSP (Black Knight), ALS, MS Office Suite, Lotus Notes, TSYS, Other 3rd party vendor software solutions (e.g., CT Liens & EDR)
Working knowledge of various regulatory guidance provided by the NCUA, such as Reg B and other regulations
Working knowledge of title searches, title insurance and the ability to interpret HUD statements and closing instructions for real estate related transactions
Effective researching and analyzing account data to effectively process and solve problems for multiple types of accounts
Working knowledge to maintain/apply and explain current knowledge of lending laws/regulations and Navy Federal policies, procedures, program products, and enhancements to ensure compliance and minimize financial risk
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill interpreting, applying and explaining written and oral regulations, instructions, products and procedures in English
Effective skill performing mathematical calculations and working accurately with numbers
Effective English grammar, vocabulary and writing skills
Experience in member/customer service preferably in a call center, retail banking or financial institution
Experience in business loan documentation, including promissory notes, security agreements, loan agreements, guaranties and other required documentation
Effective skill interacting with staff, management, vendors and members diplomatically and tactfully
Effective skill reviewing documents for errors, inconsistencies or missing information
Effective skill interacting with staff, management, vendors, members diplomatically & tactfully
Familiarity with Navy Federal financial and credit transaction documentation processes
Working knowledge of with mortgage/equity loan processing, closing and documentation requirements and regulations