Documentation Specialist - Prelims

The Documentation Specialist role is primarily responsible for preparing consumer preliminary disclosures, including Loan Estimates and Closing Disclosures. The position is also responsible ensuring loans comply with internal bank policies, as well as federal and state regulations.

• Ensures loan disclosures are prepared in accordance with the terms and conditions per the application and in compliance with regulatory requirements including TRID and Reg Z
• Ensures work is completed on time and accurately by planning, coordinating and monitoring daily activities
• Communicates with loan officers for any additional information needed to prepare loan disclosures
• Orders flood certificates, background checks, fee estimates from title or online sources and other due diligence as required
• Miscellaneous duties as assigned

Position Requirements:

The qualified candidate must possess a minimum of four years banking experience to be considered, preferably with at least one year of consumer loan documentation preparation or loan processing experience.   

Additional Requirements:
- Working knowledge TRID is a plus.
- Comply Regulations B, Z, RESPA, Fair Credit Reporting Act, and other federal and state laws and regulations preferred.
- Working knowledge of complex consumer transactions, understanding of title reports and exceptions, and familiarity with Loan    Estimates and Closing Disclosures preferred.
- Working knowledge of consumer lending policies preferred
- Excellent interpersonal, written and oral communication skills are required.
- Ability to make sound decisions and produce great work under general or limited supervision.
- Highly proficient PC skills including MS Word, MS Excel, and programs used to generate loan documents (knowledge of LaserPro is a plus).
- Ability to adjust priorities to changing circumstances and maintain quality in fast paced atmosphere.
- Great organization skills, very detailed oriented.

Qualifications

Education

Experience