Loan Documentation Prep Specialist - Texas

CEN; Amarillo (TX); On-site; USD 40,000 - 55,000; Full time

Job summary

CEN in Amarillo, TX is seeking a Loan Documentation Prep Specialist to prescreen and prepare loan docs, ensuring accuracy and regulatory compliance. The role supports lending staff and maintains timely submission processes in a production environment.

Requirements include a high school diploma, 2 years related experience, strong communication, and proficient MS Office usage. On-site work in Amarillo, with compliance training and team collaboration as ongoing duties.

Qualifications

• High school diploma or GED required.
• 2 years related experience and/or training or equivalent combination.
• Strong communication and documentation skills.
• Proficient Microsoft Office (Word, Excel, Outlook).
• Ability to work in a fast-paced environment and meet deadlines.

Responsibilities

• Prescreens and prepares documentation for consumer non-real estate and commercial loan requests.
• Review requests for documentation and determine holds on loan submissions as needed.
• Prepare packages for e-signatures when applicable.
• Assign loan codes in prescreening to meet regulatory/reporting requirements.
• Ensure corrections are made to loan documents as requested by the lender.
• Respond promptly to phone, email, and internal messages from lending staff and other departments.
• Review prepared loan documents for accuracy before releasing to lenders.
• Approve specified placeholders in nCino to ensure offload to onBase.
• Upload documentation to onBase as provided by lending staff.
• Respond to requests and tickets through rotation.
• Prepare administrative renewals and complete onBase checklists per loan.
• Maintain alertness and safe work practices; complete compliance training as assigned.

Tools

Alphanumeric Data Entry

Word Processing/Typing

Job description

Loan Documentation Prep Specialist - Texas

Job Category: Support Svcs - Lending

Requisition Number: LOAND014839

• Posted : September 22, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Amarillo, TX 79119, USA

Description

GENERAL DESCRIPTION OF POSITION

The Loan Documentation Prep Specialist prescreens and/or prepares loan documentation based on information submitted by lending staff. This position ensures loan documents are accurate and compliant with all state and federal regulatory requirements. The Loan Documentation Prep Specialist works regularly to maintain service level standards in a production environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Prescreens and prepares documentation for consumer non-real estate, and commercial loan requests.

2. Reviews requests for documentation before determining and applying a hold on the loan submission when applicable.

3. Prepares packages for e-signatures when applicable.

4. Assigns various loan code(s) in the prescreening process to meet regulatory and company reporting requirements.

5. Ensures corrections are made to loan documents as requested by the lender.

6. Responds to phone, email, and internal messaging requests and inquiries from lending staff or other departments promptly and professionally.

7. Reviews prepared loan documents for accuracy before releasing information to lenders.

8. Approve specified placeholders in nCino to ensure offload to onBase.

9. Upload documentation as provided by lending staff to onBase.

10. Responds to requests and tickets through assigned rotation.

11. Prepare administrative renewals as requested and complete onBase checklists for each loan before releasing documentation.

12. The ability to work in a constant state of alertness and in a safe manner.

13. Completes required BSA/AML training and other compliance training as assigned.

14. Perform any other related duties as required or assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION AND EXPERIENCE

High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc., plus 2 years related experience and/or training, or equivalent combination of education and experience.

COMMUNICATION SKILLS

Ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence. Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence. ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

CRITICAL THINKING SKILLS

Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, or diagram formats.

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

SOFTWARE SKILLS REQUIRED

Advanced: Alphanumeric Data Entry, Word Processing/Typing

WORKING CONDITIONS

Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable.

ENVIRONMENTAL CONDITIONS

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

PHYSICAL ACTIVITIES

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Highly repetitive, low physical. Highly repetitive type of work which requires concentration in the performance of tasks for consistent time cycles as prescribed by the tasks.

While performing the functions of this job, the employee is continuously required to sit, use hands to finger, handle, or feel, reach with hands and arms, talk or hear; occasionally required to stand, walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.

ADDITIONAL INFORMATION

- Two (2) years of related experience and/or training
- Must possess strong communication skills and good documentation/organizational skills
- Ability to work effectively in a team environment as well as accomplish work assignments under minimal supervision and tight schedules
- Excellent customer service skills
- Experience with Microsoft Office suite such as Word, Excel, and Outlook a must
- Applicant should have experience servicing customer needs in a fast-paced environment

Preferred

High School or better.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.