Loan Documentation & File Management Specialist

Commercial Credit Group Inc.; Charlotte (NC); On-site; USD 42,000 - 56,000; Full time

Job summary

Commercial Credit Group Inc. in Charlotte, NC, seeks a detail-oriented Documentation Administrator to support our credit and sales teams.

You will prepare loan documents, file UCC filings, create electronic files, and maintain imaging systems while ensuring accuracy and timely processing. The role involves coordinating with customers, the sales force, and the credit department, answering inquiries, and performing routine office duties.

Qualifications

• Recent college graduate with a preferred bachelor’s degree in business.
• Excellent communication, organizational and customer service skills.
• Professional and courteous phone mannerism is required.
• Intermediate Windows and MS Office skills are expected.
• Ability to multi-task in a fast-paced, collaborative environment.
• Strong attention to detail is essential.

Responsibilities

• Preparation of loan documents and filing UCC’s.
• Create and maintain electronic loan documentation files and imaging system.
• Track outstanding follow up items through completion with our Follow Up Management System.
• Interface with customers, sales team and credit department to ensure documents are accurate and timely.
• Respond to customer inquiries and requests in a professional manner.
• Perform administrative duties in the office such as data entry, word processing, filing, copying and related tasks.
• Assist with routine insurance follow up by phone, fax, and email with customers, sales force, and insurance agents to ensure current certificates are on file.
• May involve working with title documents and related DMV paperwork.

Skills

Communication

Organizational skills

Customer service

Phone etiquette

Windows & MS Office

Multitasking

Attention to detail

Education

Bachelor's degree in business

Tools

MS Office Suite

Job description

Commercial Credit Group Inc. in Charlotte, NC, seeks a detail-oriented Documentation Administrator to support our credit and sales teams.

You will prepare loan documents, file UCC filings, create electronic files, and maintain imaging systems while ensuring accuracy and timely processing. The role involves coordinating with customers, the sales force, and the credit department, answering inquiries, and performing routine office duties.