Loan Documentation & Compliance Specialist

Shore United Bank; Ocean City (MD); On-site; USD 32,000 - 41,000; Full time

Benefits offered by this job

Health benefits

401k match

Paid parental leave

Employee stock purchase plan

Education assistance

Wellness initiatives

Paid time off

Job summary

Shore United Bank is seeking a Loan Documentation Specialist to support lending operations by preparing, reviewing, and coordinating loan documentation for accuracy and compliance. This full-time role partners with lenders, attorneys, and title companies to ensure timely, properly documented loans for closing.

The position requires a high school diploma and at least 1 year of customer service experience; knowledge of loan processes is preferred.

Qualifications

• 1 year of customer service experience in a fast-paced environment.
• Knowledge of loan structures and lending process is preferred but not required.
• Familiarity with loan documentation and compliance concepts is a plus.

Responsibilities

• Prepare loan documentation within the loan platform and review closing packages for accuracy and compliance.
• Order appraisals, flood determinations, and track borrower payments as required.
• Prepare all loan documents per final approved credit facility and review title and lien searches.
• Coordinate with lenders, attorneys, and title companies to ensure proper documentation for closing.
• Assist with data gathering and follow up to obtain missing information within established timeframes.
• Schedule closings and maintain required records and logs.
• Maintain knowledge of commercial loan structures and UCC requirements to support documentation.

Skills

Customer service

Loan documentation

Attention to detail

Education

High school diploma/GED

Job description

Shore United Bank is seeking a Loan Documentation Specialist to support lending operations by preparing, reviewing, and coordinating loan documentation for accuracy and compliance. This full-time role partners with lenders, attorneys, and title companies to ensure timely, properly documented loans for closing.

The position requires a high school diploma and at least 1 year of customer service experience; knowledge of loan processes is preferred.