Loan Documentation Specialist

Quontic Bank; Edina (MN); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Incentive compensation

Commission structures

Job summary

Quontic Bank is seeking a Loan Documentation Specialist in Edina, MN. The role involves working closely with internal partners and managing customer requests to ensure exceptional service. Candidates should have a minimum of 3 years of experience in the leasing industry and be proficient in MS Office and SalesForce.

The ideal candidate will possess strong organizational and communication skills while being detail-oriented and capable of thriving in a fast-paced environment. This position offers various benefits and is an excellent opportunity for growth.

Qualifications

• Minimum 3 years of experience in the leasing industry.
• Detail-oriented and able to thrive in a fast-paced environment.
• Experience in managing customer requests and transactions.

Responsibilities

• Coordinate with sales and departments for lease preparation.
• Maintain transaction information in the lease management system.
• Prepare accurate and complete lease documents using Drawloop.

Skills

Organizational skills

Communication skills

Customer service skills

Time-management skills

MS Office (Word, Excel)

SalesForce experience

Education

Associate’s Degree

Tools

SalesForce

Job description

Job Highlights

• Title: Loan Documentation Specialist
• Type: Full Time
• Experience: 3 Years
• Function: Sales/Compliance
• Location: Edina, MN, United States
• Company: Popular Bank

Company Profile

Popular Bank (parented by Popular) offers a wide variety of services and financial solutions to consumers, small businesses, corporations, and governmental organizations.

Job Profile

The bank is hiring a Loan Documentation Specialist who will work directly with the internal partners (sales, compliance), customers, and vendors to provide superior customer service.

Helps to serve as a dependable financial service provider to a variety of industries across the United States.

Education Level

• Associate’s Degree preferred with a minimum 3 years of experience in the leasing industry

Work Experience

• Possess work-related experience

Duties/Responsibilities

• Coordinate with the sales and other internal departments in the lease preparation process
• Maintain specialized knowledge of the documentation department’s function, terminology, policies and procedures, and related laws and regulations at the local, state, and federal levels.
• Maintain transaction information and enter it into the lease management system (SalesForce)
• Manage daily customer requests and transaction maintenance, including follow-up on open vendor invoices, any missing documentation, requesting proof of insurance, as well as processing payments to vendors
• Responsible for the accurate, timely, and complete preparation of lease documents, which are generated using Drawloop within our SalesForce CRM

Skills/Knowledge/Abilities

• Advanced organizational, verbal, and written communication skills
• Detail‑oriented with the ability to thrive in a fast‑paced, ever‑changing, highly collaborative environment
• Excellent customer service skills
• Must be a team player
• Strong time‑management skills
• Strong working knowledge of MS Office software with a strong emphasis on Word and Excel; SalesForce experience (preferred)
• Take initiative, think outside the box, and effectively manage priorities

Benefits/Perks

The company offers various incentive compensation, commission, or other type of remuneration or benefits.

Employer’s Statement

Popular is an Equal Opportunity Employer.