Loan Doc Specialist

Provide all branches/customers with accurate, efficient, and professional service. Collects and interprets loan information for preparation of accurate loan documents. Applies bank loan policies to documents to reduce risk to the bank and help the branches use the correct documents for collateral perfection. Edits loan tickler system to ensure reoccurring and specialty items are properly set up and tracked. Ensures compliance with regulations to secure various loans and meet government requirements.

Apply online at https://www.bankofcolorado.com/careers

Responsibilities And Duties

• Type and prepare note and related documentation in an accurate and efficient manner.
• Review loan documentation for completeness, correctness, and compliance.
• Type and prepare modification documentation for existing loans.
• Performs maintenance on Suntell Doc Tracking's tickler system regarding loan files and changes to existing loans.
• Assist branches in error resolution.
• Review and assist branches with data accuracy in lending programs.
• Performs other related duties as assigned by management.
• Transition opportunity into the LPC Loan Specialist role.
• Regular and reliable attendance.
  
  

Knowledge, Skills And Abilities

• Knowledge of bank operations, policies, and procedures.
• Knowledge of loan documents and loan processes.
• Knowledge of basic loan terminology.
• Knowledge of word processing and spreadsheet software.
• Skill in communicating effectively with management, customers, and co-workers.
• Skill in customer relations.
• Detail Oriented and problem-solving abilities including basic loan math.
• Ability to work as a team player.
  
  

Education And Experience

• High school graduate or equivalent with previous banking experience or equivalent work experience.
• Previous experience with common loan terminology preferred.