Consumer Document Preparation Coordinator

Landmark Credit Union; Town of Brookfield (WI); On-site; USD 42,000 - 56,000; Full time

Job summary

Landmark Credit Union in Wisconsin is seeking a Document Preparation Coordinator to perform high-level review of loan applications, identifying borrowers, co-borrowers, guarantors, and collateral owners while determining required documentation.

You will partner with Consumer Loan Processors, Personal Financial Officers, and Underwriters to correct applications, issue GAP and mechanical breakdown protections, and ensure accurate paperwork before closing.

Qualifications

• High school diploma or equivalent and a minimum of one year of lending or financial experience, or one year of experience with Landmark.
• Proficient in Microsoft Office programs, basic typing skills.
• Proven ability to consistently complete duties within established time frames in a high-volume environment.
• Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
• Demonstrated success in independent research and issue resolution with the ability to scale when needed.
• Must have experience or be able to gain proficiency in all programs and systems used for this job.
• Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
• Must develop a thorough understanding of company policies and procedures as they relate to this position. Must comply with all company policies and procedures and job-related state and federal laws and regulations.

Responsibilities

• Reviews non-home equity loan types (auto, boats, RV, vehicles, power sports, signature loans, and deposits secured loans).
• Works with Consumer Loan Processors, Personal Financial Officers (PFO), Consumer Loan Specialists and/or Consumer Loan Underwriters to make any corrections on the application or decisioning.
• Reviews applications for additional action or documentation that may be needed (GAP issued, mechanical breakdown, DMV documents and powersport registration applications).
• Finalizes sale of GAP and mechanical breakdown protection and attaches the documents to the document set in loan application.
• Updates DealerTrack log, if applicable.
• Reviews documents for accuracy.
• Prints any paper documents to branch for closing, if applicable.
• Sends documentation prior to closing, either to branch or member based on member signature election.
• Communicates with Branch PFO, Member Service PFO, and/or Consumer Loan Specialist regarding closing details.
• Reprocesses the documents, if needed.
• Delivers and monitors pending signatures for documents that have been sent for electronic signature.
• Books electronically signed loans once all documentation is properly signed and distributes checks accordingly along with any payoff letters.
• Performs other duties as assigned.

Skills

Microsoft Office

Typing

Verbal communication

Written communication

Problem solving

Organizational skills

Independent work

Independent research

Issue resolution

Discretion / confidentiality

Attention to detail

Education

High school diploma or equivalent

Tools

DealTrack

Job description

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.

NATURE AND SCOPE

The Document Preparation Coordinator is responsible for the high-level review of applications to determine the borrowers, co-borrowers, guarantors, and owners of collateral that are included on the loan. They are also responsible for analyzing the applications to determine what applicable documentation is required for each product, working with other associates as needed to resolve any errors, completing any additional documents needed outside of the loan origination system, updating the DealerTrack log (if applicable) as well as issuing Guaranteed Asset Protection (GAP) and Mechanical Breakdown Protection, if needed.

REQUIREMENTS

1. High school diploma or equivalent and a minimum of one year of lending or financial experience, or one year of experience with Landmark.
2. Proficient in Microsoft Office programs, basic typing skills.
3. Proven ability to consistently complete duties within established time frames in a high-volume environment.
4. Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
5. Demonstrated success in independent research and issue resolution with the ability to scale when needed.
6. Must have experience or be able to gain proficiency in all programs and systems used for this job.
7. Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
8. Must develop a thorough understanding of company policies and procedures as they relate to this position. Must comply with all company policies and procedures and job-related state and federal laws and regulations.

PRINCIPAL ACCOUNTABILITIES

1. Reviews non-home equity loan types (auto, boats, RV, vehicles, power sports, signature loans, and deposits secured loans).
2. Works with Consumer Loan Processors, Personal Financial Officers (PFO), Consumer Loan Specialists and/or Consumer Loan Underwriters to make any corrections on the application or decisioning.
3. Reviews applications for additional action or documentation that may be needed (GAP issued, mechanical breakdown, DMV documents and powersport registration applications).
4. Finalizes sale of GAP and mechanical breakdown protection and attaches the documents to the document set in loan application.
5. Updates DealerTrack log, if applicable.
6. Reviews documents for accuracy.
7. Prints any paper documents to branch for closing, if applicable.
8. Sends documentation prior to closing, either to branch or member based on member signature election.
9. Communicates with Branch PFO, Member Service PFO, and/or Consumer Loan Specialist regarding closing details.
10. Reprocesses the documents, if needed.
11. Delivers and monitors pending signatures for documents that have been sent for electronic signature.
12. Books electronically signed loans once all documentation is properly signed and distributes checks accordingly along with any payoff letters.
13. Performs other duties as assigned.

EEO/Veterans/Disabled