Post Close Review Specialist

FirstBank; Franklin (TN); On-site; USD 52,000 - 68,000; Full time

Job summary

FirstBank is seeking a diligent Loan Operations Review professional in Franklin, TN to verify loan documents and ensure lien perfection on collateral. The role emphasizes accuracy in core systems and strict adherence to lending policies and regulatory requirements.

You will work with LOS and attorney-drafted materials, set up collateral records, and clear document exceptions while maintaining confidentiality and a strong commitment to compliance.

Qualifications

• Strong attention to detail and the ability to multitask.
• Solid understanding of loan policy and regulatory compliance.
• Ability to work effectively as a team member or independently.
• Strong verbal and written communication skills.
• Commitment to professional and confidential handling of sensitive information.

Responsibilities

• Ensure all loan documentation, including LOS and attorney-prepared, is properly executed and perfects lien on collateral.
• Ensure adherence to lending policy and applicable regulatory requirements.
• Set up collateral records and exceptions for missing or incorrect loan documentation; clear document exceptions as submitted.
• Ensure accuracy of information in the core system.
• Comply with bank policy and laws; complete compliance training and report any violations or suspicious activity.
• Assist with other duties assigned by management.

Skills

Attention to detail

Regulatory compliance

Teamwork

Communication skills

Professionalism

Confidentiality

Education

High School diploma or equivalent

Finance coursework or related studies

Tools

Microsoft Office

Outlook

Job description

Summary:

Perform a detailed review of loan and approval documentation that supports loans booked to the core. This may include internally prepared loan documents or those prepared by outside attorneys. Also ensure accuracy of information in the core.

Essential Duties and Responsibilities:

• Responsible for ensuring that all loan documentation, to include LOS generated as well as attorney prepared, has been properly executed and perfects the lien on any collateral securing the loan.
• Ensure adherence to lending policy. Ensure compliance with applicable regulatory requirements.
• Set up collateral records and exceptions for missing or incorrect loan documentation. Clear document exceptions as they are submitted.
• Ensure accuracy of information in the core.
• Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
• Assists with other duties assigned by management.

Qualifications

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

• High School diploma or equivalent. College degree or coursework in finance or related studies is a plus
• Two years’ experience in loan operations, loan review or similar jobs
• Demonstrated working knowledge of loan documentation, including lien perfection rules
• Proficient in Microsoft Office Suite, Outlook and other similar applications

Skills and Abilities

• Strong attention to detail with ability to multi-task
• Good understanding of loan policy and regulatory compliance
• Ability to work efficiently as a member of a team or alone
• Strong verbal and written communication skills
• Ability to provide a positive experience for customers and act in a professional manner
• Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information
• Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity