What are the responsibilities and job description for the Consumer Loan Documentation Specialist position at Lake Ridge Bank?
JOB REQUIREMENTS: Description: Join Lake Ridge Bank as a Retail Loan
Documentation Specialist based out of our Verona office. This role plays
a key role in ensuring a seamless loan experience by preparing,
reviewing, and processing a variety of retail loan documents with
accuracy and efficiency. This detail-oriented professional partners
closely with internal teams and clients to support everything from loan
closings to modifications, while maintaining a high standard of service.
Ideal candidates are organized, adaptable, and thrive in a fast-paced
environment where precision and client experience matter. This is a
great opportunity for someone who enjoys balancing administrative
expertise with meaningful contributions to the lending process. Prepare
and review retail loan closing documents including HELOC\'s, second
mortgages and consumer loans. Upload retail loans from origination
system to host processing system. Prepare and process retail loan
Modifications, Deferral Agreements, Subordinations and Satisfactions
utilizing documentation software. Disburse all HELOC, second mortgages
and consumer loans. Process and track for collateral lien perfections
using EXCEL program. Process eVIN transactions. Process renewals and
prepare documentation Prepare retail files for scanning and indexing.
Provide quality service to internal and external clients at all times.
Complete all annual bank security and compliance training. Adhere to
Bank Security guidelines as required for this position. Always maintain
confidentiality of client information. Stay current on all compliance
regulations. Participate in the Retail Loan Team meeting. Perform other
duties as assigned or requested. Requirements: Solid understanding of
financial products and services. Well-developed interpersonal and
communication skills in order to effectively communicate with associates
and clients. Associate\'s degree in business, Accounting, Finance, or
similar education and/or 2 or more years of experience preferably within
a financial institution setting. Strong working knowledge of Microsoft
Office Suite, along with proficient keyboarding skills. Good
accounting/math skills to work precisely with numbers and financial
calculations. Enhanced ability to and willingness to learn new programs,
software, and technology. Demonstrated problem solving skills with the
ability to make good decisions and exercise independent judgement.
Strong organizational skills with the ability to prioritize multiple
competing tasks and work in a fast -paced environment. Strong attention
to detail with excellent follow up skills and the ability to work
efficiently, accurately, and independently. Willingness to work toward
goals and performance standards of the department including the ability
to put forth extra effort necessary to make the department a successful
operation: (i.e. working additional hours, attending outside educations
programs, etc.) Flexibility with hours in order to meet the demands of
the department. Ability to speak, read, write, and understand English
well and speak clearly. Ability to maintain confidential client or bank
information. Demonstrated ability to represent the organization in a
professional, positive manner. Preferred Qualifications: Previous work
experience in retail loan processing and/or working with retail loan
documents Previous experience working in a lending environment,
preferably in a financial institution setting Lake Ridge Bank values a
diverse workforce and is an Affirmative Action/Equal Opportunity
Employer. Consistent with Lake Ridge Bank\'s commitment to employ and
advance qualified individuals with disabilities, Lake Ridge Bank
provides reasonable accommodation to apply for or perform a job. Some
examples of reasonable accommodation include alternate methods to apply,
providing documents in an alternate format, altering work procedures,
specialized equipment or use of an interpreter. If n individual needs
reasonable accommodations to apply or perform a job here at Lake Ridge
Bank, please contact Human Resources at (608) 849-2700 or email us.
PI284781455 \*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
https://www.click2apply.net/e85EngHmNYBjVHXVMFrXkl
Documentation Specialist based out of our Verona office. This role plays
a key role in ensuring a seamless loan experience by preparing,
reviewing, and processing a variety of retail loan documents with
accuracy and efficiency. This detail-oriented professional partners
closely with internal teams and clients to support everything from loan
closings to modifications, while maintaining a high standard of service.
Ideal candidates are organized, adaptable, and thrive in a fast-paced
environment where precision and client experience matter. This is a
great opportunity for someone who enjoys balancing administrative
expertise with meaningful contributions to the lending process. Prepare
and review retail loan closing documents including HELOC\'s, second
mortgages and consumer loans. Upload retail loans from origination
system to host processing system. Prepare and process retail loan
Modifications, Deferral Agreements, Subordinations and Satisfactions
utilizing documentation software. Disburse all HELOC, second mortgages
and consumer loans. Process and track for collateral lien perfections
using EXCEL program. Process eVIN transactions. Process renewals and
prepare documentation Prepare retail files for scanning and indexing.
Provide quality service to internal and external clients at all times.
Complete all annual bank security and compliance training. Adhere to
Bank Security guidelines as required for this position. Always maintain
confidentiality of client information. Stay current on all compliance
regulations. Participate in the Retail Loan Team meeting. Perform other
duties as assigned or requested. Requirements: Solid understanding of
financial products and services. Well-developed interpersonal and
communication skills in order to effectively communicate with associates
and clients. Associate\'s degree in business, Accounting, Finance, or
similar education and/or 2 or more years of experience preferably within
a financial institution setting. Strong working knowledge of Microsoft
Office Suite, along with proficient keyboarding skills. Good
accounting/math skills to work precisely with numbers and financial
calculations. Enhanced ability to and willingness to learn new programs,
software, and technology. Demonstrated problem solving skills with the
ability to make good decisions and exercise independent judgement.
Strong organizational skills with the ability to prioritize multiple
competing tasks and work in a fast -paced environment. Strong attention
to detail with excellent follow up skills and the ability to work
efficiently, accurately, and independently. Willingness to work toward
goals and performance standards of the department including the ability
to put forth extra effort necessary to make the department a successful
operation: (i.e. working additional hours, attending outside educations
programs, etc.) Flexibility with hours in order to meet the demands of
the department. Ability to speak, read, write, and understand English
well and speak clearly. Ability to maintain confidential client or bank
information. Demonstrated ability to represent the organization in a
professional, positive manner. Preferred Qualifications: Previous work
experience in retail loan processing and/or working with retail loan
documents Previous experience working in a lending environment,
preferably in a financial institution setting Lake Ridge Bank values a
diverse workforce and is an Affirmative Action/Equal Opportunity
Employer. Consistent with Lake Ridge Bank\'s commitment to employ and
advance qualified individuals with disabilities, Lake Ridge Bank
provides reasonable accommodation to apply for or perform a job. Some
examples of reasonable accommodation include alternate methods to apply,
providing documents in an alternate format, altering work procedures,
specialized equipment or use of an interpreter. If n individual needs
reasonable accommodations to apply or perform a job here at Lake Ridge
Bank, please contact Human Resources at (608) 849-2700 or email us.
PI284781455 \*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
https://www.click2apply.net/e85EngHmNYBjVHXVMFrXkl