Loan Closing Documents Specialist

Trupartner Credit Union; Cincinnati (OH); On-site; USD 42,000 - 54,000; Full time

Job summary

TruPartner Credit Union in Cincinnati, OH, is seeking a Loan Documentation Specialist to be the final quality checkpoint for consumer loan files after approval. You will review applications, correct omissions, and support error-free closings before funds are disbursed.

You’ll work with MSRs and branches to ensure complete, accurate documents and proper signatures, with notary duties preferred and a strong focus on compliance and file integrity.

Qualifications

• 1-3 years in banking, credit union ops, or consumer loan processing.
• Hands-on experience with processing loan collateral.
• Experience handling lending-related insurance products.
• Ohio Notary Public commission preferred.
• Thorough understanding of credit union loan products and collateral documentation.

Responsibilities

• Review consumer loan files initiated by MSRs prior to signing, catching and correcting missing fields, unverified income, or formatting errors.
• Coordinate with MSRs and branches to prepare documents for closings, ensuring completeness and accuracy.
• Explain complex lending forms to retail staff to obtain exact signatures and reduce omissions.
• Provide constructive feedback on file quality to reduce repetitive errors.
• Ensure loans are scanned and archived for easy retrieval in the imaging system.
• Assist with lien filings and releases; serve as backup for the Loan Collateral Specialist.
• Support the Lending Operations Manager to maximize process efficiencies and improve the loan origination system.
• Maintain both electronic and paper loan files.
• Organize member accounts and loan records; keep the file room up to date.
• Assist with record retention projects to support audits and compliance.
• Assist with notarization of documents (Ohio notary preferred).
• Stay informed of changes in collection, collateral and record retention policies and related legal requirements.

Skills

Banking knowledge

Loan docs

Notary (Ohio)

Attention to detail

Job description

TruPartner Credit Union in Cincinnati, OH, is seeking a Loan Documentation Specialist to be the final quality checkpoint for consumer loan files after approval. You will review applications, correct omissions, and support error-free closings before funds are disbursed.

You’ll work with MSRs and branches to ensure complete, accurate documents and proper signatures, with notary duties preferred and a strong focus on compliance and file integrity.