Loan Documentation Specialist

Citizens Bank; Tyler (TX); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Vacation/Sick

Health/Dental/Vision

Life Insurance

Disability

401k/Profit Sharing

Job summary

Citizens Bank in Tyler, TX is seeking a dedicated Loan Assistant to support the loan lifecycle for consumer, commercial, and real estate loans. You will maintain applications, verify documents, pull credit, and prepare worksheets for officer review.

Responsibilities include scheduling closings, coordinating collateral processing post-closing, and assisting with monthly reports, past-due letters, and repossession actions. High school diploma required; 2 years loan-doc experience preferred.

Qualifications

• High school diploma required.
• Two years of experience in loan documentation experience with consumer, commercial and real estate loans preferred; emphasis on documentation and review.

Responsibilities

• Maintain accurate and up-to-date loan applications for consumer, commercial and real estate loans, including disclosures.
• Provide loan applications to customers and review for accuracy and completeness.
• Pull credit reports and prepare loan worksheets for loan officer review.
• Request documentation from borrowers, attorneys, appraisers, title companies, etc.
• Verify papers are completed and signed before financing.
• Schedule and perform loan closings and explain documents to customers.
• Coordinate with loan administration to ensure proper processing of collateral after closing.
• Assist loan officer with monthly reports and monitoring of matured loans.
• Mail past-due letters and monitor for repossession or foreclosure actions.
• Assist with ordering repossession/foreclosures and notifying attorneys.
• Assist with selling collateral and preparing information for attorneys or JP courts to secure judgments.
• Monitor collateral files monthly and secure missing documents.

Education

High school diploma

Tools

Microsoft Windows

Microsoft Word

Microsoft Excel

Job description

Citizens Bank in Tyler, TX is seeking a dedicated Loan Assistant to support the loan lifecycle for consumer, commercial, and real estate loans. You will maintain applications, verify documents, pull credit, and prepare worksheets for officer review.

Responsibilities include scheduling closings, coordinating collateral processing post-closing, and assisting with monthly reports, past-due letters, and repossession actions. High school diploma required; 2 years loan-doc experience preferred.