Jobs and Careers
FI
Document Exceptions Specialist
FirstBankUnited Statesfull_timeVerifiedPosted 16 Jul 2025
About the role
Summary: Perform a detailed review of loan and approval documentation that supports loans booked to the core. This may include internally prepared loan documents or those prepared by outside attorneys.Essential Duties and Responsibilities:
- Responsible for ensuring that all loan documentation, including LOS generated as well as attorney prepared, has been properly executed and perfects the lien on any collateral securing the loan.
- Ensure adherence to lending policy. Ensure compliance with applicable regulatory requirements.
- Set up collateral records and exceptions for missing or incorrect loan documentation. Clear document exceptions as they are submitted.
- Assist the Post Close Review and Imaging Manager with escalated questions or loan concerns as needed
- Understand 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.
- Assists with other duties assigned by management.
- 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.
- High School diploma or equivalent. College degree or coursework in finance or related studies is a plus
- Two years’ experience in loan operations, loan review or similar jobs
- Demonstrated working knowledge of loan documentation, including lien perfection rules
- Proficient in Microsoft Office Suite, Outlook and other similar applications
- Previous leadership experience preferred
- Strong attention to detail with ability to multi-task
- Good understanding of loan policy and regulatory compliance
- Ability to work efficiently as a member of a team or alone
- Strong verbal and written communication skills
- Ability to provide a positive experience for customers and act in a professional manner
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