Loan Documentation & Processing Specialist

The Fidelity Bank; Asheboro (NC); On-site; USD 42,000 - 66,000; Full time

Job summary

The Fidelity Bank is seeking a Loan Processor to support loan officers by preparing and processing loan approvals and closings, clearing deficiencies, and coordinating document gathering with clients. The role ensures compliance with FDIC and Bank guidelines and may assist with renewals and portfolio management.

Responsibilities include data input, document ordering (title searches, appraisals), and validating income verifications, while maintaining strong communication with clients and

Qualifications

• High school diploma or GED with 3 years banking experience or an equivalent combination of education and experience.
• Strong MS Word, Excel and detail oriented.
• Moderate analytical ability to review customer information against established credit criteria, perform basic mathematical calculations, research and respond to customer inquiries promptly and accurately.
• Must have the ability to effectively communicate.
• Strong and demonstrated verbal, written, and listening skills are required.
• Professional telephone skills and manners.

Responsibilities

• Enter customer and loan information into the loan documentation system accurately and efficiently.
• Assist with loan closing process: loan packaging, closing, and post-closing duties.
• Follow up on document exceptions to minimize issues.
• Assist with past due collections efforts.
• Assist with loan processing items: order property title searches and appraisals, review flood determinations, review income verifications, and prepare attorney instruction letters and loan commitments.
• Assist with preparation of new loan requests including data input and gathering financial information.
• Assist with loan renewals and modifications and portfolio management.

Skills

Attention to detail

Analytical thinking

Communication skills

Verbal communication

Written communication

Listening skills

Telephone etiquette

Education

Bachelor’s degree (preferred)

High school diploma or GED with 3 years banking experience

Tools

MS Word

MS Excel

Job description

The Fidelity Bank is seeking a Loan Processor to support loan officers by preparing and processing loan approvals and closings, clearing deficiencies, and coordinating document gathering with clients. The role ensures compliance with FDIC and Bank guidelines and may assist with renewals and portfolio management.

Responsibilities include data input, document ordering (title searches, appraisals), and validating income verifications, while maintaining strong communication with clients and