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FI
Consumer Loan Doc Prep Team Lead
FirstBankUnited Statesfull_timeVerifiedPosted 27 Jan 2025
About the role
Summary: Supports all financial centers and underwriting groups by preparing loan documentation to be used for new loan granting and loan servicing. Arranges for the remote printing of documentation to the designated site. Assists lender with questions regarding loan origination documentation.Essential Duties and Responsibilities:
- Reviews lender requests for new loan documentation for all Consumer Loans offered by FirstBank. Independently determines the appropriated documents for that loan type and accurately inputs into loan software system the information required by compliance and legal regulations/guidelines. Verifies that the approval and terms are correct. Verifies Flood Certification and Appraisal addresses are correct
- Understands the need to meet customer and lender requirements for the time frame within which the documents need to be prepared and delivered for closing. Arranges for the remote printing of completed documents to the site designated by the lender
- Is prepared to rapidly revise documents if needed to reflect new information requested by the lender
- Accepts telephone calls and email from lenders and any other loan related information the lender may request
- Prepares UCC Amendments/Continuations and Subordination Agreements
- Understands and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Demonstrated ability to learn complex information rapidly, i.e., loan compliance regulations and documentation requirements
- Documentation Preparation experience is a plus
- Proficient in Microsoft Office Suite, Outlook and other similar applications
- Demonstrated working knowledge of loan documentation and document retention
- Demonstrated commitment to accuracy and attention to detail. Good organizational skills
- Strong attention to detail with ability to multi-task
- Ability to work efficiently as a member of a team or alone
- Strong verbal and written communication skills
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