Part-Time Loan Doc Prep Indirect Lending

City Bank; Lubbock (TX); On-site; USD 25,000 - 39,000; Part time

Job summary

City Bank is seeking a Part Time Loan Doc Prep Specialist – Indirect Lending at our Operations Center in Lubbock, TX. You will review indirect loan documents, enter data into the calculation worksheet, and prepare the loan funding sheet.

You will verify terms, rates, and lien perfection to meet regulatory and policy standards, and communicate funding status to dealerships. Ideal candidates will have attention to detail, strong communication skills, and familiarity with TSI or Dealertrack

Qualifications

• Review loan documents and supporting documentation for Indirect Loans.
• Ensure proper terms, rate and lien perfection comply with regulations and policy.
• Maintain accuracy in calculation worksheet and logs.
• Provide prompt, courteous responses to document requests.

Responsibilities

• Review loan documents for Indirect Loans.
• Enter loan data into the calculation worksheet and logs.
• Verify terms, rates and lien perfection per policy.
• Prepare the loan funding sheet for Indirect Loans.
• Communicate funding status to originating dealerships.
• Assist with training and other duties as assigned.

Skills

Attention to detail

Excellent communication

Tools

TSI

Dealertrack

Job description

Job Details: Job Location: Operations Center - Lubbock, TX 79407, Position Type: Part Time, 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 Duties

• Reviewing 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.