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Position Overview:
The Loan Documentation Specialist reports directly to the Closing Department Manager. The primary duties are performing a final validation of key data across documentation, the loan application and Credit Memo and confirming that all necessary pre-closing conditions are satisfied, approvals and signatures, both from the borrower and internal stakeholders, are obtained prior to securing PLP through the SBA Capital Access Financial System (CAFS) and generating the loan documentation in accordance with regulatory, SBA and Bank requirements. They are responsible for securing PLP through the SBA CAFS and preparing loan documents in LaserPro. They are responsible for the pre-boarding onto the Bank’s core system, coordination of wire transfer for funding and coordinating post-fund QC fundings. Facilitate clear communication between the loan closing department and other relevant departments to address any outstanding issues promptly. Stay updated on regulatory requirements and compliance standards to ensure adherence throughout the loan closing process.
The ideal candidate has deep SBA knowledge and experience, is detail oriented, organized, and is able to work in a high volume role, in addition to the flexibility of working in multiple softwares and systems. As part of the Closing team, you will deliver strong results against success KPIs.
How You Will Make An Impact:
Deliverables You Will Be Measured On:
What We Are Looking For:
Full Time
$57k-72k (estimate)
05/24/2024
07/23/2024
smartbiz.ec
The following is the career advancement route for Documentation Specialist positions, which can be used as a reference in future career path planning. As a Documentation Specialist, it can be promoted into senior positions as a System Documentation Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Documentation Specialist. You can explore the career advancement for a Documentation Specialist below and select your interested title to get hiring information.