Loan Documentation Specialist Resume Samples
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Loan Documentation Specialist Resume Samples
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EP
E Pfannerstill
Elvera
Pfannerstill
447 Rice Glen
Boston
MA
+1 (555) 852 7940
447 Rice Glen
Boston
MA
Phone
p
+1 (555) 852 7940
Experience
Experience
Los Angeles, CA
Loan Documentation Specialist
Los Angeles, CA
Corwin and Sons
Los Angeles, CA
Loan Documentation Specialist
- Other duties as assigned
- Prepares loan packages for all Consumer Loan Products
- Coordinates loan closings with Lenders and others within the department
- Notifies Lender of loan status and any issues that may arise
- Works closely with all parties to ensure accurate and efficient loan documentation and preparation for closings
- Participates in special projects and assignments and performs other duties as assigned
- Analyzes the loan requests and requests any additional documentation that may be
Chicago, IL
Town Bank-loan Documentation Specialist
Chicago, IL
Veum-Frami
Chicago, IL
Town Bank-loan Documentation Specialist
- Following the established procedures, responsible for HELOC loan disbursements
- Ordering checks for the customer on their line of credit
- Scheduling HELOC closing
- Preparing the loan document package for scanning; and
- Completing all associated documents of the loan using Laser Pro system
- Preparing closing packages, including reviewing the underwriter’s checklist
- Tracking of recorded mortgages and final title policy documentation
present
Philadelphia, PA
Senior Loan Documentation Specialist
Philadelphia, PA
Pouros-Waelchi
present
Philadelphia, PA
Senior Loan Documentation Specialist
present
- Performs reviews of Commercial Banking Group documentation
- Willingly performs other job related duties or special projects as assigned
- Performs basic due diligence research such as lien and business entity searches
- 0% - Negligible amount of travel expected
- Reviews final documents for completion and accuracy and to ensure all proper documentation is prepared based on the product and loan approval
- Extensive knowledge of participation/syndicated loans
- Records and tracks activity on department’s loan tracking system
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Kaplan University
Bachelor’s Degree in Business
Skills
Skills
- Demonstrated proficiency in performing high quality work with strong attention to detail
- Knowledgeable in the operation of office equipment, elementary accounting procedures, and basic computer operations, including MS Windows
- Detail oriented, self starter and the ability to learn quickly
- Good knowledge of assigned product line and applicable lending operations
- Detailed orientated with excellent organizational skills, and the ability to handle multiple priorities simultaneously
- Basic knowledge of applicable credit policies and approval processes for assigned product(s)
- Basic knowledge of legal documents used to support applicable loan/lease processing
- Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing
- Ability to comprehend basics and importance of documentation and tracking
- Ability to read and follow detailed instructions
9 Loan Documentation Specialist resume templates
Read our complete resume writing guides
1
Private Banking Loan Documentation Specialist Resume Examples & Samples
- Support PB Loan Documentation Group and their business objectives
- Interaction with Front Office Staff, Legal and Compliance, Credit Risk Management, PB Lending Operations and Relationship Managers where necessary
- Prepare and review loan documents to ensure that they are in accordance with credit approval (including new loans, renewal and amendments)
- Perform pre-funding review and approval
- Review and understand entity/formation documents
- May perform other duties, responsibilities, and projects that are necessary to support the Loan Documentation group
- Bachelor’s Degree or Equivalent Work Experience
- Minimum of 5-7 years of prior loan documentation experience and/or legal experience in preparing loan documents for U.S and Non U.S. jurisdictions for various entities (Corporations, Trust, LLCs, LLP, General Partnerships etc.)
- Excellent teamwork, interpersonal and conflict resolution skills
- Strong PC Skills: Microsoft Office including Microsoft Word, Microsoft Excel, PowerPoint
2
Loan Documentation Specialist Resume Examples & Samples
- Three to four years of experience in loan/lease processing activities, or other relevant experience
- Thorough knowledge of loan documentation, policies and procedures
- Good knowledge of assigned product line and applicable lending operations
- Ability to manage multiple tasks/projects and deadlines simultaneously
3
Loan Documentation Specialist Resume Examples & Samples
- Knowledge of Commercial and Consumer loans
- Basic understanding of loan/legal documents
- College education preferred but not required
- Basic understanding of Microsoft Office applications
- The following system knowledge is helpful, not required: AFS, HotDocs, ACTION, Virtual Vault, GFS & BOSS
4
Loan Documentation Specialist Resume Examples & Samples
- Ensures completed loan documents are in compliance with established bank, government and legal guidelines, and enters tracking data in the appropriate bank system
- Using standard bank legal forms, prepares documents for complex banking transactions in accordance with instructions from attorneys or relationship managers
- Interacts with, Compliance, unit management and relationship managers to clarify unfamiliar or non-standard loan documentation
- Investigates, tracks and resolves documentation deficiencies and internal inquiries by examining source documents and related papers. Enters resolution data in appropriate bank systems
- Scans documents for active loans, modifications and renewals in unit’s dedicated hardware (scanners)
- Logs and compiles information for management reporting
5
Loan Documentation Specialist Resume Examples & Samples
- Reviews and identifies issues with organizational documents and confirms proper signing authority
- Files UCCs financing statements
- Ensures all loan documentation is properly obtained and completed
- Reviews signature pages and closing deliverables for correctness and completeness
- Assembles final executed loan documentation and scans and/or supervises scanning of all fully executed documents into loan imaging system
- Files and vaults original documentation
- 7-10 years of commercial loan documentation at a middle market bank, or 2+ years of transactional paralegal/legal assistant experience with a law firm of regional or national reputation
- Exceptional customer service skills and experience
- Exceptional verbal communication and written grammatical skills
- Demonstrated proficiency in performing high quality work with strong attention to detail
- Advanced computer skills, including proficiency in MS Office
- Strong proofreading skills
- Strong organizational and editing skills
- 4-year degree
6
Loan Documentation Specialist Resume Examples & Samples
- Minimum three years experience closing commercial loans or demonstrated ability
- Solid understanding of financial contracts, bank regulatory compliance issue, and the perfection of security interest
- High school plus additional specialized business courses
- Knowledgeable in the operation of office equipment, elementary accounting procedures, and basic computer operations, including MS Windows
- Strong customer service and interpersonal skills
- Knowledge of federal and state laws and regulations related to consumer and commercial lending
- Prepare and maintain commercial collateral files, ensuring complete and accurate documentation
- Responsible for the preparation of closing Documentation for commercial loans
- Coordinate closings with loan officers and escrow agencies
- Monitor tickler system for outstanding loan documentation, such as UCC filings, insurance, title policies and recorded documentation
- Service loan portfolio by obtaining insurance renewals, filing UCC continuations and collateral releases
- May provide notary public service
7
Loan Documentation Specialist Resume Examples & Samples
- Associates degree in business, office management or related area of study
- 3-7 years of work experience, preferably in a high volume loan documentation environment
- Excellent computer literacy and familiarity of the WINDOWS® family of software is mandatory
- Strong communication skills required, verbal and written
- Excellent organizational and time management skills necessary for follow up with co-workers and clients
- Bachelor's degree in business, office management or related area of study
- Experience in a national financing program with UCC collateral instruments filed across the United States presents a strong advantage
- Familiarity with an electronic document environment is a definite plus
- Experience in the field of agriculture is a plus
8
Loan Documentation Specialist Resume Examples & Samples
- Associate’s degree with emphasis on legal and financial documentation
- 4 plus years of experience in a commercial loan documentation environment
- Experience working with closing attorneys to prepare loan documents and close commercial real estate transactions in multiple states
- Paralegal certification
- Knowledge of real estate title work and the ability to resolve exceptions
- Experience with Agricultural lending with an understanding of the Central Notification Systems (EFS/CNS)
- Experience in a large financial operations document units, high volume indirect financing operations
9
Loan Documentation Specialist Resume Examples & Samples
- Prepares loan packages for all Consumer Loan Products
- Coordinates loan closings with Lenders and others within the department
- Notifies Lender of loan status and any issues that may arise
- Works closely with all parties to ensure accurate and efficient loan documentation and preparation for closings
10
Loan Documentation Specialist Resume Examples & Samples
- Analyzes the loan requests and requests any additional documentation that may be
- High School Diploma – AA preferred
- Minimum of 4 years experience in a consumer or commercial loan area or a related field
- Familiarity with commercial lending programs and guidelines is preferred
- Knowledge of commercial lending terminology and pre-closing documentation is
- Works in an office environment with cubicles, and private offices
- Use of computer, telephone
11
Loan Documentation Specialist Resume Examples & Samples
- Reviews the loan requests and requests any additional documentation that may be needed; performs Due Diligence for assigned loans, validating entity status for applicable parties to loans, perform UCC search, prepare various forms such as insurance calculation and loan code selection forms, etc
- Prepares the engagement letters for attorneys and title companies
- Reviews title commitments for accuracy and any issues that may need to be resolved
- Obtains and accurately prepares the necessary loan documents needed to secure all types of commercial loans
- Assist junior level loan documentation specialist as needed with questions concerning loan documentation process
- High School Diploma and or GED with five (2-4) or more years banking experience in a consumer or commercial loan area or a related field or equivalent combination of education and training
- Beginning knowledge of Microsoft Windows operating system & Microsoft Word and Outlook; knowledge of banking software systems preferred
- Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing
12
Senior Loan Documentation Specialist Resume Examples & Samples
- Bachelor Degree in Finance or Accounting preferred or equivalent experience
- 5 years’ experience in banking preferably in loan documentation and servicing area
- LaserPro experience required
- Strong data entry skills and accuracy required
- Working knowledge of rules, regulations and policies concerning banking services, particularly with commercial lending and related loan documentation
- Must have the ability to prioritize and multi-task in a high pressure environment
- Effective interpersonal, written, and oral communication skills
13
Loan Documentation Specialist Resume Examples & Samples
- Prepares and/or reviews legal documents using computer applications software, for new, renewed and modified consumer, custom, real estate and commercial loans
- 1 - 2 years related experience in financial industry operations or lending
- Knowledge of personal and commercial loan documentation and lending terminology usually acquired through experience or training, is required to prepare legal documents. Personal computer skills are required to use computer applications software in preparing and tracking legal documents for loans
- The ability to type is required to complete standard bank loan forms
- Communications skills are required to consult with lending associates, attorneys, relationship managers and other parties regarding loan documentation issues
14
Senior Loan Documentation Specialist Resume Examples & Samples
- Orders and compiles loan documents in preparation for closing; works in conjunction with relationship managers, attorneys and title companies to execute requests and to ensure timely responses
- Reviews final documents for completion and accuracy and to ensure all proper documentation is prepared based on the product and loan approval
- Performs basic due diligence research such as lien and business entity searches
- Records and tracks activity on department’s loan tracking system
- Willingly performs other job related duties or special projects as assigned
- General knowledge of commercial loan documentation required for closing
- Ability to interact and communicate effectively with internal and external parties
- 5 or more years of commercial, small business and consumer loan processing experience
15
Town Bank-loan Documentation Specialist Resume Examples & Samples
- Preparing closing packages, including reviewing the underwriter’s checklist
- Completing all associated documents of the loan using Laser Pro system
- Sending early disclosure packet as needed
- Ordering third-party due diligence as needed
- Scheduling HELOC closing
- Ordering checks for the customer on their line of credit
- Submitting closing package for 2nd review
- Following the established procedures, responsible for HELOC loan disbursements
- Tracking of recorded mortgages and final title policy documentation
- Preparing the loan document package for scanning; and
- Will routinely interface, via various communication media, with the bank’s current and prospective clients, its headquarters and respective departments
- Education generally equivalent to a High School Diploma, or General Education Degree (GED); and
16
Loan Documentation Specialist Resume Examples & Samples
- Reviews commercial real estate files for required documentation (i.e. appraisals, environmental site assessments, and title commitments)
- Completes excel checklist based on documentation received
- Promptly responds to calls and emails from lending staff
- Orders flood certificates and verifies flood insurance is in place, when applicable
- Orders title work and loan documents on commercial real estate loans with large commitment amounts
- Reviews and approves HUD’s
- Sends loans for booking, sends wires, and approves funding with title companies
- Reviews renewed flood insurance policies, updates LQAS, and verifies third party vendor information is correct
- Assists with monitoring of force placed insurance with third party vendor
- Reviews and monitors third party reports for changes in flood zones
- Assists lending staff with pre and post-closing insurance questions
- Clears tracking system with updated builder’s risk
- Assists with updating incorrect addresses between internal and third party systems
- Assists as needed, in the absence of other employees, within the department
- High School diploma, general education degree (GED), or equivalent required
- 2 years of experience in lending or loan operations field required
- Knowledge of real estate loan documentation required
- Knowledge of Flood Regulation requirements preferred
- Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems
- Excellent time management, organizational, and problem-solving skills with the ability to multi-task and work in a deadline-driven environment
- Must be self-motivated with strong attention to detail and high level of accountability
17
Loan Documentation Specialist Resume Examples & Samples
- Prepares early disclosures
- Contacts title companies for estimated fees
- Tracks loan pipeline and maintains a volume of approximately 25 loans
- Orders flood certificates and follows flood procedures when a property is in a flood zone
- Orders title work and corresponds with the title company in coordinating the closing
- Compares credit scoring system and pricing matrix to ensure correct rate is being given
- Prepares appraisal engagement letters and orders appraisal reviews as requested
- Reviews and approves HUD
- Prepares order sheet and provides attorney with required items to order loan documents
- Verifies initial and final APRs are within tolerance and that the loan is closing within the required Regulation Z standards
- Runs HPML calculations and calculates escrow amounts on required loans
- Calculates funding amounts, sends required items to Note Department for booking, and inputs wire information into wire system
- Acts as backup for consumer residential loan closings
- Reviews and prepares final closing package and ships to Lubbock credit department
18
Loan Documentation Specialist Resume Examples & Samples
- Associates or Bachelor’s degree preferred, or equivalent work experience
- Previous experience working in lending or related areas, preferably in the consumer loan area
- Highly organized with strong attention to detail
- Must be able to work independently but also within the team to meet deadlines & the Service Level Agreements set for the group
- Excellent verbal and written communication and customer service skills required
- Basic computer knowledge is essential. Knowledge of online applications and Laser Pro software preferred
19
Loan Documentation Specialist Resume Examples & Samples
- Prepares, reviews and provides top quality, error free loan documents in a consistent and timely manner, utilizing LaserPro software, and adhering to pre-determined turnaround time frames and accuracy level percentages
- Performs and conducts all necessary due diligence filings, recordings and searches, and regulatory requirements (I.e. FEMA, Reg U, Reg B, etc.) as applicable to ensure loan documents conform to approved CRM/WAM, internal procedures and credit policy, while always protecting the bank's collateral position
- Assists with funding of a loan by ensuring all regulatory requirements are met prior to funding and with conducting a final review of all due diligence and loan documents presented to specialist
- Prioritizes and processes all loan requests through CustomLender platform to ensure that loans are efficiently funded, booked and reviewed, as applicable by predetermined funding/booking date
- Interacts and works with officers, administrative assistants, credit officers, and counsel if applicable to address and identify any discrepancies and or deficiencies with any request for a loan; processes and addresses concerns/questions to develop a solution by analyzing information collected
- Reviews CustomLender and AS400 for any ticklers and reviews imaged loan documents and or collateral file for possible missing documentation items pertaining to the loan request and or the borrowing relationship. Issues any documents deemed necessary as a result of the collateral documentation review
- 20150428
20
Loan Documentation Specialist Resume Examples & Samples
- Answers the telephone; responds to routine loan officer or customer inquiries relative to documentation issues
- Provides support to all assigned areas of the department where service or assistance is needed
- Reinforces the application of superior customer service through his or her own example along with appropriate follow through with involved internal customers and employees
- Conducts quality control reviews of incoming document order requests, as assigned by department manager, for accuracy and compliance with the selected product; works with the loan processor/closer and/or loan officer to resolve any discrepancies
- Prepares loan documents for all loan types with accuracy, and in compliance with the terms and conditions of the loan approval
- Provides support to various special projects as directed by department manager
- Develops and maintains a working knowledge of banking laws and regulations by reading various publication and circulars; attends seminars and meetings with peers
- Participates in assuring quality control in regards to audits and certifications
- Provides effective internal customer service and assists in resolving problems within given authority
- Cross-trains in all loan documentation and quality control functions
- High school diploma or one year certificate from college or technical school and; six (6) to twelve (12) months related experience and/or training or the equivalent combination of education and experience. Work related experience should consist of a credit or loan processing background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial related
- Basic knowledge of title policies and related loan regulations such as RESPA, HMDA, and other Bank lending policies on loans to directors
- Basic to intermediate math skills including the ability to calculate interest, percentages, balance accounts, addition, subtraction, multiplication, division, etc. and the ability to locate routine mathematical errors
- Ability to compute rate, ration and percentages including the drafting and interpretation of bar graphs for management reports as needed
21
Senior Loan Documentation Specialist Resume Examples & Samples
- Associate's degree in business, office management or related area of study
- 3 plus years of work experience, preferably in a high volume loan documentation environment
- Experience with online UCC searches
- Knowledge of filing and search guidelines for numerous states
- Proficiency with MS Office Software
- Bachelor’s degree with emphasis on legal and financial documentation
- Experience in a national financing program with UCC collateral instruments filed across the United States
- Experience with the Central Notification Systems (EFS/CNS) and agriculture financing
22
Loan Documentation Specialist Resume Examples & Samples
- Prepare loan documents upon receipt of request from the Lender; review offerings
- Read and interpret commitment letters to ensure conformity of paperwork
- Work with Bank's (Medici) software and other related programs to create documents; ensure the timely delivery of documents to lenders and others as directed
- Follow-up with lenders, legal counsel and others for missing items needed to create accurate loan documents
- Respond to questions concerning loan documentation from legal counsel, lenders and other staff members
- Resolve differences and provide direction to others to facilitate the documentation process
- Review "Line of Credit Renewals"; inspect offerings and commitment letters for accuracy and conformity to existing loan documentation
- Create new loan documentation as needed; verify that all mortgage, UCC, insurance information is correct and complete
- Update Bank's (Banker Hill) software and line renewal information
- Produce and review departmental reports submitted to lenders and senior management; provide information to examiners and answer any related questions
- Supervise work of Documentation Clerk; preparation of original UCCs, UCC continuations and amendments, UCC, property and flood searches as required; review searches for accuracy and completeness prior to creating loan documents
- Record and track fees; create fee sheet to include with loan packages sent to lenders for closing
- Train subordinates in all facets of departments
- Provide back-up to Post Closing Specialists
- Extensive knowledge of lending terminology and legal documents used in Commercial Lending
- Knowledge of lien perfection and recording requirements
- Experience in creating loan documents, including modifications to mortgage and mortgage notes
- Ability to read and interpret documents such as loan offerings, commitment letters and procedure manuals
- Ability to write routine reports and correspondence
- Ability to use strong interpersonal skills to clarify instructions from lenders, attorneys, and other bank representatives to resolve problems and correct discrepancies that negatively effect the production of loan documents that conform to bank policy
- Basic PC skills including Microsoft Word, Excel. Preferred familiarity with Miser, Ilien, Baker Hill, Statewide, and First American Flood Data Services software packages
- High School Diploma or GED and a minimum of two years experience required in Commercial Loan Documentation, post closing or other related Commercial Lending area
23
Loan Documentation Specialist Resume Examples & Samples
- Prepares files for Documentation and documents assigned loan requests. Process may involve: Preparation of loan documents, such as notes, security agreements, collateral agreements, etc. Reviewing executed documents and ensuring all required documents are completed completely, reviewing to ensure certain compliance requirements are met including, Regulation Z, Customer Identification Program (CIP), customer due diligence (CDD), The Community Reinvestment Act (CRA), etc. Prepares booking sheet and may assist with booking accounts to the host loan system
- Disburses all loan requests. Process may involve transfer of funds electronically, or preparation of cashier’s checks, etc. Ensures that funds are disbursed for the correct amount and posted to the correct account
- Consolidates, reviews and reconciles requests for information from branches and departments to include mortgage recordings and final reports to title companies and Bureau of Conveyances
- Assists and supports the Documentation Team in achieving the goals and objectives of the Documentation area
- 1-2 years of work experience in the banking industry with preferably some general loans knowledge
- Working knowledge/understanding of the following computer programs and systems: IBS Insight, Origenate, Laser Pro, Microsoft Suite of Office Products, including Outlook, Internet Explorer, Word, and Excel
- Ability to comprehend basics and importance of documentation and tracking
- Operates basic office equipment: computer, 10-key calculator, facsimile, copier and typewriter
- Possess Analytical skills
- Ability to read and follow detailed instructions
- Detail oriented, self starter and the ability to learn quickly
24
Loan Documentation Specialist Resume Examples & Samples
- Answers the telephone; responds to routine loan officer or internal customer inquiries relative to documentation issues
- Cross trains in all loan documentation and quality control functions
- High school diploma or one year certificate from college or technical school and; (2) or more years related experience and/or training; Or the equivalent combination of education and experience
25
Senior Loan Documentation Specialist Resume Examples & Samples
- 5 years of experience with loan documents-experience with complex documents preferred
- Thorough knowledge of all aspects of commercial loans, departmental functions, database software, elementary accounting procedures, and Microsoft Office
- Solid understanding of financial contracts, bank regulatory compliance issues, and the perfection of security interest
- Strong customer service and interpersonal skills with ability to write clearly and informatively, editing for spelling, grammar and accuracy
- Ability to work in a fast paced, deadline driven environment while delivering accurate and timely work product
- Ability to apply common sense understanding to carry out instructions furnished in written, oral and diagram form. Ability to deal with problems involving several concrete variables in standardized situations
- Knowledge of federal and state rules and regulations relating to loan documentation
26
Loan Documentation Specialist Resume Examples & Samples
- Reviews loan document requests for completeness and accuracy to prevent costly revisions and negative customer impact
- Assures that the correct types of documents are prepared for the type of loan approved and that the approval level complies with the credit authority matrix
- Verifies that the borrower/guarantor entity documents match the approved credit risk documents to ensure that the legally binding loan documents are addressed to the proper borrower/guarantor
- Verifies that the loan terms and conditions are properly captured in the documents to clearly communicate the customer’s obligation to the bank
- Reviews the collateral, as appropriate for the loan type
- Verifies that third party fees are accurately described to ensure costs are recouped by the bank
- Ensures that all regulatory requirements are met
- Obtains and follows-up on necessary supporting information
- Prepares uncomplicated to moderately complex loan documents
- Reviews completed loan documents for spelling and grammatical accuracy
- Maintains updated information in all necessary tracking systems to ensure that accurate statuses are communicated to internal parties and that all pending items are resolved in a timely manner
- Ensures the timely completion of all loan documentation requests
- Processes funding requests within the established timeframe
- Prepares the legal file and resolves any discrepancies before submitting for boarding to prevent any delays in setting up the customer’s loan in the loan accounting system
- Ensures collateral is perfected in accordance with the credit approval
- Assists internal and external auditors as necessary
- Perform other duties and projects as assigned
- High School Diploma and a minimum of 3 years’ commercial loan documentation experience including: loan documentation preparation, loan documentation maintenance and control, loan collateral maintenance and control, credit and public record information searches
27
Senior Loan Documentation Specialist Resume Examples & Samples
- Performs reviews of Commercial Banking Group documentation
- Extensive knowledge of participation/syndicated loan documentation, construction and complex middle market transactions
- 5 or more years of commercial and small business loan processing experience
28
Sfs-loan Documentation Specialist Resume Examples & Samples
- Reviewing contracts to ensure stipulations have been met and adhere to company policy and all state and federal regulations
- Responsible for entering loan information into a system and ensuring all necessary documents and signatures and been obtained prior to funding
- Interacts with dealers, customers, and other vendors to obtain missing or incomplete documentation
- Responsible for employment and insurance verifications
- Loan Specialist must be detail-oriented and able to multi-task
- Must be able to work in a fast paced environment while maintaining a high level of service and accuracy
- Candidates should have an understanding of basic loan concepts and a working knowledge of lending principles
- Must be service oriented and possess strong written and verbal communication skills
- Requires novice skill level of computer usage to utilize the credit processing system, and to receive/transmit written communications with internal or external contacts
