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Documentation Specialist

Inputs information received from Loan Officers into loan processing system to generate loan documentation for all loan types: consumer, consumer real estate, commercial, and commercial real estate loans. Prepares all loans accurately and in a timely manner. Exercises independent judgment under moderate supervision. Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Manages and prioritizes loan preparation to ensure timely creation of loan documents so closing dates are met. Ensure that all loan documentation is prepared daily as needed.
Prepares any loan document changes, corrections, and additions to existing loan files as needed.
Perform variety of clerical duties requiring knowledge of departmental procedures. Includes handle phone calls, take messages, schedule appointments and meetings, and assist with meeting preparation. Perform other clerical duties as needed within the department. Use office computers for data input and other activities.
Prepare transactions, reports, correspondence, memos, and perform other clerical/administrative duties in an accurate manner.
Respond to internal and external inquiries regarding the status of loans in process.
Remain alert for and report potential business opportunities. Provide accurate product information and actively seek cross-sell opportunities; make appropriate business referrals to other departments.
Establish, implement and maintain methods and procedures to assure all loan actions are processed correctly and timely.
Consistently demonstrate proficiency in providing exemplary customer service in person and by telephone. Maintain a friendly, positive, and professional attitude. Resolve difficult situations with tact and diplomacy.
Operate a variety of office administration equipment such as PC, typewriter, copy machine, FAX machine, calculator, printer, etc. Utilize computer software applications such as word processing, spreadsheet, Outlook, credit bureau, consumer loan system and Internet.
Advise loan officer of problems with procedures, policies, improper calculations, deadlines, and other problems.
Maintain neat and orderly work area and ensure that all confidential records are secured and/or disposed of properly.
Attend all required training.
ADDITIONAL DUTIES AND RESPONSIBILITIES:
Assist others in the department as needed and/or directed. May be assigned other duties and responsibilities. May be assigned work or training at other assigned locations.
Inputs information received from Loan Officers into loan processing system to generate loan documentation for all loan types: consumer, consumer real estate, commercial, and commercial real estate loans. Prepares all loans accurately and in a timely manner. Exercises independent judgment under moderate supervision. Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Manages and prioritizes loan preparation to ensure timely creation of loan documents so closing dates are met. Ensure that all loan documentation is prepared daily as needed.
Prepares any loan document changes, corrections, and additions to existing loan files as needed.
Perform variety of clerical duties requiring knowledge of departmental procedures. Includes handle phone calls, take messages, schedule appointments and meetings, and assist with meeting preparation. Perform other clerical duties as needed within the department. Use office computers for data input and other activities.
Prepare transactions, reports, correspondence, memos, and perform other clerical/administrative duties in an accurate manner.
Respond to internal and external inquiries regarding the status of loans in process.
Remain alert for and report potential business opportunities. Provide accurate product information and actively seek cross-sell opportunities; make appropriate business referrals to other departments.
Establish, implement and maintain methods and procedures to assure all loan actions are processed correctly and timely.
Consistently demonstrate proficiency in providing exemplary customer service in person and by telephone. Maintain a friendly, positive, and professional attitude. Resolve difficult situations with tact and diplomacy.
Operate a variety of office administration equipment such as PC, typewriter, copy machine, FAX machine, calculator, printer, etc. Utilize computer software applications such as word processing, spreadsheet, Outlook, credit bureau, consumer loan system and Internet.
Advise loan officer of problems with procedures, policies, improper calculations, deadlines, and other problems.
Maintain neat and orderly work area and ensure that all confidential records are secured and/or disposed of properly.
Attend all required training.
ADDITIONAL DUTIES AND RESPONSIBILITIES:
Assist others in the department as needed and/or directed. May be assigned other duties and responsibilities. May be assigned work or training at other assigned locations.

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