Loan Documentation Specialist II: Precision in Closings

Western AgCredit

Lampton (UT)

On-site

USD 52,000 - 86,000

Full time

5 days ago

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Benefits offered by this job

Comprehensive benefits package

Job summary

Western AgCredit seeks a detail-oriented Loan Documentation Specialist II to prepare accurate legal loan documents, process servicing actions, and safeguard collateral interests. You will collaborate with Credit Staff to review closing requirements and monitor liens, ensuring documentation is complete and compliant.

The role involves preparing various loan documents, reviewing packages, and providing guidance to internal staff.

Qualifications

A strong commitment to producing highly accurate and complete work.
Ability to recognize problems, exercise sound judgment, and make appropriate independent decisions.
Strong organizational, planning, analytical, and prioritization skills.
Ability to manage multiple assignments and meet established deadlines.
Effective written, verbal, interpersonal, and professional communication skills.
Ability to work collaboratively and provide knowledgeable assistance to internal staff.
A basic understanding of agriculture is preferred.
Working knowledge of legal requirements for loans secured by real and personal property.
A general understanding of title insurance practices and procedures is preferred.
A general understanding of business entities, their structure, and documentation.
Knowledge of loan documentation processes, procedures, and methods, or the ability to quickly acquire such knowledge.
Proficiency with: Microsoft Windows‑based computer applications (Word, Excel, Outlook, Teams), Adobe PDFs, document sharing portals, web‑based applications, and document preparation, scanning, and storage processes.
Experience with or ability to learn: HotDocs document preparation software, Revver/efile Cabinet and eOriginal electronic filing systems.

Responsibilities

Prepare loan documents for agricultural real estate, operating, livestock and equipment loans, as well as servicing actions, based on instructions received from the Credit Staff.
Prepare Deeds of Trust, Promissory Notes, UCC Financing Statements, CFS Financing Statements, Deeds of Partial or Full Reconveyance, and other approved loan documents and correspondence.
Prepare documentation for closed loans, including release of liens and collateral.
Review loan packages for completeness, accuracy and confirm closing requirements have been satisfied.
Review legal documents prepared by other staff for completeness, accuracy, and appropriateness.
Identify discrepancies and communicate necessary corrections or concerns to the appropriate staff members.
Follow up on outstanding loan requirements to ensure closing conditions are completed promptly.
Respond to inquiries and provide support to Association personnel who need assistance with loan documentation.
Review original loan documents to confirm they are properly executed and safeguarded.
Secure and monitor water stock certificates, certificates of title, and other instruments held as collateral.
Perform additional duties and responsibilities as assigned.