Loan Documentation Specialist

Summary of Duties

The position requires a high level of organization skills and attention to detail. Must be able to identify priorities and deadlines and determine work schedules to meet those deadlines for processing HELOC, consumer, and mortgage loan files and recordkeeping. Must be able to work effectively in a fast past work environment and be self-motivated. Must possess PC skills at an intermediate level. The ability to make decisions within set parameters.

Essential Duties and Responsibilities

Included but are not limited to:

· Assume responsibility for the processing, documentation, and closing of mortgage loans, HELOC’s and other consumer loan types.

· Responsible for preparing the loan closing packages and funding these packages after documents are signed.

· Prepare loans for sale on secondary market, as needed.

· Keeps abreast of regulatory/compliance changes impacting mortgage lending and processing.

Other Functions

1. Familiar with and abides by all bank regulations including but not limited to BSA and OFAC.

2. Adhere and comply with all Bank Policies.

3. Other duties as assigned.