Loan Documentation Specialist: Accuracy & Compliance

BankWest; Pierre (SD); On-site; USD 40,000 - 60,000; Full time

Job summary

BankWest is seeking a detail-oriented loan documentation specialist to support branch operations system-wide. You will ensure accuracy of loan packages, verify regulatory compliance, and process maintenance on the Horizon platform.

Daily duties include reconciling loan and mortgage settlements, handling payoff verifications, and assisting internal customers with timely, confidential service. Strong organizational and interpersonal skills are essential.

Qualifications

• Minimum 1 year of related experience.
• Ability to work independently or with others under pressure and meet deadlines.
• Strong interpersonal and customer service skills.
• Knowledge of banking terminology and regulatory requirements.
• Ability to learn and use loan documentation software and Horizon platform.

Responsibilities

• Assure correct loan documentation is built for each loan request.
• Verify loan documentation generated follows BankWest policies and regulatory guidelines.
• Complete all loan maintenance requests for existing loan customers and meet daily deadlines.
• Verify incoming ACH payments to loans post correctly.
• Complete verifications of payoffs, mortgage loans, and loans from third parties.
• Reconcile loans in process, loan settlement, and mortgage loan settlement GLs.
• Respond to inquiries regarding loan documentation, platform application, and regulatory items.
• Assist with staff training on loan documentation software and updates.
• Serve as backup to review/import loan data into Horizon and ensure accuracy.
• Work with departmental counterparts on planning and implementing projects and participate in committees.

Education

High School Diploma or equivalent

Job description

BankWest is seeking a detail-oriented loan documentation specialist to support branch operations system-wide. You will ensure accuracy of loan packages, verify regulatory compliance, and process maintenance on the Horizon platform.

Daily duties include reconciling loan and mortgage settlements, handling payoff verifications, and assisting internal customers with timely, confidential service. Strong organizational and interpersonal skills are essential.