What are the responsibilities and job description for the Loan Documentation Specialist position at Bluewave IT Services?
Qualifications:
Responsibilities:
- Owning the research, creation, validation, and negotiation oversight of client documentation for account opening
- Leverage critical thinking skills to customize, streamline, and solve account and documentation needs
- Managing client and internal expectations with a continued drive to exceed expectations
- Interacting with clients, answering client questions, and working with clients to minimize documentation requirements
- Representing the team as the Documentation Specialist on your assigned implementations
- Collaborate with team and internal partners (Legal, Service, Sales, KYC) to deliver seamless client onboarding experience
- Owning your role and feeling empowered to escalate when support is needed to remove obstacles to success
Preferred qualifications, skills, and capabilities:
- Bachelor of Arts/Bachelor of Science degree
- Proven ability to independently identify issues, analyze problems, and provide viable solutions
- Excellent verbal and written communication skills
- Time management and organizational skills
- Experience in financial services, if possible, Corporate/Commercial Banking
- Excellent attention to detail
- Strong client focus and ability to partner with various internal groups and client coverage.
- Review documents to verify correct verbiage, accurate dates, and facts.
- Ensure printed backup documents (note, mortgage, assignment, print screens, corporate resolution, and prior recorded foreclosure documents) are consistent with the source documents being prepped for signature by the signer and notary.
- Tab supporting documentation is provided for signers to easily identify.
- May scan documents into the imaging system. Update the daily log indicating a complete assignment.
Salary : $28 - $32
