Documentation Associate
Documentation Associate
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Client InformationFinancial firm responsible for providing banks credit unions and CDFIswith outsourced SBA and USDA lending platform.Founded in 2010.
Job SummaryThedocumentation associate is responsible for performing a variety of clerical loan documentation compliance/internal review specifically on the preparation review of loan closing documents file indexing building of liquidation preparatory documentation packages. Must be comfortable with interfacing with clients and third parties (banks insurance agents attorneys CPAs etc.
Job Duties
Reports directly to the managing director; provides communication to leadership on status of loan file reviews frontline on driving quarterly goals and projects to improve compliance department efficiencies.
Verifies accuracy of file documentation and enters all document preparation information into the computer system; including loan file and collateral documentation ensuring new and existing loan files meet company and the SBAs strict standards.
Reviews tax returns and financial statements; insurance information on ongoing existing loans.
Effectively manage relationships with banks and borrowers.
Review documents to ensure items have been properly executed;all documents have been provided as per the loan agreement.
Prepares various reports to email to clients
Actively contribute to Weekly Level 10 department meetings to identify discuss solve and implement department process improvements.
Other duties as assigned.
Qualifications
High School graduate required Bachelors degree in Finance Accounting or a related field preferred.
Knowledge and understanding of a variety of loans including commercial consumer SBA constructions mortgage products is a plus.
Must have or be able to learn the requirements of a correctly compiled loan file.
Must have strong communication skills
Proficient with general office machines and programs to include Microsoft Office Suite.
Must be well organized accurate and attentive to detail
Hours: MF; 8am to 5pm;
Starting pay $30s to $50s (based on experience); competitive health insurance
Required Experience:
IC
Employment Type
Full-Time
