Loan Documentation Specialist

Job Title: Documentation Specialist

Department: Manufactured Housing / Loan Operations

Reports To: Vice President & Documentation Manager

Temp to Hire

Compensation: $20-24/hr

Position Summary

Under the general supervision of the Documentation Manager, the Documentation Specialist supports the closing process for manufactured home loans by preparing, reviewing, and delivering accurate loan documentation. This role requires strong organizational skills, attention to detail, and the ability to collaborate with internal and external partners to ensure timely and compliant loan closings.

Essential Duties & Responsibilities

• Collaborates with Loan Officers, Processors, Closing Attorneys, Paralegals, and other stakeholders to generate closing documentation for manufactured home loans.
• Demonstrates a willingness to learn federal and state lending laws, as well as closing procedures, to ensure proper creation of compliant loan documents.
• Performs pre-closing compliance reviews and post-closing quality control reviews of loan packages.
• Manages post-closing duties, including delivering closed loan files to client lenders for secondary market sale, working with sources, vendors, and customers to resolve documentation issues, and filing UCCs and other lien-perfecting instruments.
• Handles general customer service responsibilities, including responding to phone calls and assisting with customer inquiries.
• Supports the Bank’s commitment to Solutions by identifying and referring opportunities for new business across the Bank’s departments, Insurance Groups, Investment Advisors, and Mortgage Company.

Knowledge, Skills & Experience Requirements

• Strong written and verbal communication skills.
• Proficiency in Microsoft Word and Excel.
• Effective time management and organizational abilities.
• Strong interpersonal skills and the ability to work professionally with a variety of internal and external partners.