What are the responsibilities and job description for the Documentation Specialist position at UNITED COMMUNITY BANK?
JOB TITLE: Documentation Specialist
Position description:
Responsible for the processing and verification of all necessary documents for funding loans. Prepares loan documents while making sure the documents fit within the requirements set by the credit department.
Responsibilities:
- Review requests and enter loan information into computer while verifying the information gathered is accurate.
- Compile all necessary loan documents and send if necessary or work with brokers to complete them on the portal.
- Review completed/signed loan documents and supporting documents for accuracy.
- Request/gather needed items for funding.
- Set up for funding/booking.
Education and other credentials:
- High school diploma.
Experience:
- Prior experience in the areas of documentation and funding for Commercial Lending.
Technical/Functional skills and knowledge:
- Proficient in Microsoft Office Products
- Proficient in database management and analysis tools.
- Comfortable with system interfaces including exporting/importing data among various systems
Success factors:
- Ability to work through issues independently.
- Ability to thrive in a quick paced, high profile, entrepreneurial environment.
- Ability to work in ambiguous situations and define a path to resolution.
- Structured, systematic problem solving and thinking.
- Cross-functional teamwork, collaboration and strong oral and written communication skills.
- Organized and meticulous attention to detail.
- Self-starter with strong organizational and time management skills.
- Willing to take on additional projects and duties as needed.
