Loan Associate I - Documentation

Farmers & Merchants Bank of Central California; Lodi (CA); On-site; USD 32,000 - 36,000; Full time

Job summary

Farmers & Merchants Bank of Central California in Lodi, CA seeks a Loan Associate - Documentation Specialist to prepare consumer mortgage loan documents using LaserPro. This experienced role ensures accuracy, regulatory compliance, and timely package completion for loan approvals.

You will catalog and review loan packages, collaborate with account officers and underwriters, and maintain confidentiality while delivering high-quality documentation under deadlines.

Qualifications

• Successful completion of a credit history check is a condition of employment
• Minimum of a high school diploma or G.E.D. required
• 4 or more years of experience in preparing consumer and mortgage loan documents
• Experience using banking-related PC applications in a Microsoft Windows environment

Responsibilities

• Prepare consumer mortgage loan documents
• Prepare consumer vehicle, personal, and savings secured loan documents
• Catalog incoming loan packages on production spreadsheet accurately
• Review incoming loan packages for completeness and accuracy
• Collaborate with account officers and underwriters when issues arise or clarification is needed

Skills

Detail-oriented

Communication skills

Teamwork

Problem-solving

Quick learner

Operational excellence

Customer confidentiality

Education

High School Diploma or GED

Tools

LaserPro Software

Job description

Loan Associate - Documentation Specialist

Department: Loan Center Employment Status: Hourly, Non-Exempt - Benefited

Location(s): LodiSupervises Others: No

Salary: $22.90 - $26.33 (Commensurate with experience and qualifications)

The Consumer Loan Documentation Specialist is an experienced level position responsible for preparingconsumermortgage loan documents using LaserPro software. The incumbent must be familiar with regulations, laws, and required disclosures related to consumer mortgage loans. The individual should also have basic knowledge of consumer loan regulations and be able to identify loan approval requirements and prepare documents consistent withwhat was approved. Must be accurate, take pride in the work performed, and be a quick learner. Some responsibilities include:

• Preparing consumer mortgage loan documents
• Preparing consumer vehicle, personal, and savings secured loan document
• Cataloging incoming loan packages on the production spreadsheet accurately and thoroughly
• Review incoming loan packages for completeness and accuracy
• Working with account officers and underwriters when issues arise or clarification is needed
• Must be familiar with using LaserPro software or other documentation software

Who are we looking for?

• Our ideal candidate is a service “champion” who models operational and customer service excellence
• Someone who is detail-oriented with a strong ability to prioritize work tasks effectively; who remains focused and organized, even when faced with the pressure of continuous deadlines and requests
• A top-notch, personable communicator, who has above average written and verbal communication skills
• An individual who functions collaboratively and demonstrates teamwork, yet has the ability to work independently and take initiative when necessary
• An inquisitive, dependable problem-solver who is task driven
• A quick learner who takes pride in completing tasks completely and accurately
• Someone devoted to operational excellence, adhering to high ethical standards and who maintains customer confidentiality

Also required:

• Successful completion of a credit history check is a condition of employment
• Minimum of a high school diploma or G.E.D. required
• 4 or more years of experience in preparing consumer and mortgage loan documents
• Must have experience in using various computer systems and applications, or be proficient in using banking- related PC applications in a Microsoft Windows environment

F&M Bank -We are an equal opportunity employer - This organization participates in E-Verify - Esta Organización Participa en E-Verify