Indirect Loan Doc Prep Specialist - Detail-Driven Funding

City Bank; Idalou (TX); Sur place; USD 42 000 - 62 000; Plein temps

Résumé du poste

City Bank is seeking a Loan Doc Prep Specialist – Indirect Lending to review documentation for indirect loans, ensure accurate terms, rates, and lien perfection, and enter data into calculation worksheets. You will prepare the funding sheet and communicate funding status to originating dealerships, using TSI and Dealertrack systems.

Strong attention to detail and clear communication are essential. The role emphasizes professional representation of the bank, timely responses to requests, and

Qualifications

• Reviewing loan documents and supporting documentation for Indirect Loans.
• Entering loan information into the calculation worksheet and reporting logs.
• Ensuring proper terms, rate, lien perfection comply with regulatory requirements and internal loan policy requirements.
• Preparing the loan funding sheet for all Indirect Loans.

Responsabilités

• Review loan documents and supporting documentation for Indirect Loans.
• Enter loan information into the calculation worksheet and reporting logs.
• Review loan documents to ensure proper terms, rate, and lien perfection comply with regulatory requirements and internal policy.
• Prepare the loan funding sheet for all Indirect Loans.
• Answer questions, resolve problems, and respond to requests for documents promptly and courteously.
• Maintain working knowledge of TSI and Dealertrack systems.
• Maintain a clean, neat and professional work area.
• Represent the bank in a professional manner.

Connaissances

Attention to detail

Excellent communication skills

Regulatory compliance awareness

Outils

TSI

Dealertrack

Description du poste

City Bank is seeking a Loan Doc Prep Specialist – Indirect Lending to review documentation for indirect loans, ensure accurate terms, rates, and lien perfection, and enter data into calculation worksheets. You will prepare the funding sheet and communicate funding status to originating dealerships, using TSI and Dealertrack systems.

Strong attention to detail and clear communication are essential. The role emphasizes professional representation of the bank, timely responses to requests, and