Part-Time Loan Doc Prep Indirect Lending

City Bank; Idalou (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

City Bank is seeking a Loan Doc Prep Specialist – Indirect Lending to review documentation for indirect loans, ensure accurate terms, rates, and lien perfection, and enter data into calculation worksheets. You will prepare the funding sheet and communicate funding status to originating dealerships, using TSI and Dealertrack systems.

Strong attention to detail and clear communication are essential. The role emphasizes professional representation of the bank, timely responses to requests, and

Qualifications

• Reviewing loan documents and supporting documentation for Indirect Loans.
• Entering loan information into the calculation worksheet and reporting logs.
• Ensuring proper terms, rate, lien perfection comply with regulatory requirements and internal loan policy requirements.
• Preparing the loan funding sheet for all Indirect Loans.

Responsibilities

• Review loan documents and supporting documentation for Indirect Loans.
• Enter loan information into the calculation worksheet and reporting logs.
• Review loan documents to ensure proper terms, rate, and lien perfection comply with regulatory requirements and internal policy.
• Prepare the loan funding sheet for all Indirect Loans.
• Answer questions, resolve problems, and respond to requests for documents promptly and courteously.
• Maintain working knowledge of TSI and Dealertrack systems.
• Maintain a clean, neat and professional work area.
• Represent the bank in a professional manner.

Skills

Attention to detail

Excellent communication skills

Regulatory compliance awareness

Tools

TSI

Dealertrack

Job description

The Loan Doc Prep Specialist – Indirect Lending is responsible for reviewing the proper documentation for Indirect Loans and entering the information into the indirect calculation worksheet. Dealer contracts along with other loan documents are reviewed to ensure proper terms, rate and the lien perfection is compliant with regulatory requirements and internal loan policy requirements. The Specialist will also prepare the loan funding sheet for all Indirect Loans and communicate the funding status of all loans directly to the originating dealership.Essential DutiesReviewing loan documents and supporting documentation for Indirect Loans.Entering loan information into the calculation worksheet and all reporting logs.Reviewing loan documents to ensure proper terms, rate and the lien perfection is compliant with regulatory requirements, and internal loan policy requirements.Preparing the loan funding sheet for all Indirect Loans.Answering questions, resolving problems, and responding to requests for documents promptly and courteously.Working knowledge of TSI and Dealertrack systems.Attention to detail and excellent communication skills are required.Maintaining work area in a clean, neat and professional manner.Representing the bank in a professional manner.Performing miscellaneous duties as assigned.Participating in training sessions as required by supervisor.Equal Opportunity Employer/Veterans/Disabled