Pre-Closing Loan Compliance Specialist

BankFirst Financial Services; Tuscaloosa (AL); Vor Ort; USD 52.000 - 74.000; Vollzeit

Zusammenfassung

BankFirst Financial Services in Alabama seeks an experienced Loan Documentation Specialist to perform pre-closing reviews for consumer and select commercial loans, ensuring conformance with documentation requirements and bank credit policy standards.

Responsibilities include preparing closing packages, verifying documents, and coordinating with third-party services while meeting defined turnaround times and compliance requirements.

Qualifikationen

• At least 3 years of loan documentation experience (consumer and commercial).
• LaserPro experience preferred.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication skills.

Aufgaben

• Verify loan documents support approved terms and adherence to policies.
• Prepare documentation for new, renewal and modified loans.
• Produce complete loan document packages including notes, agreements and security documents.
• Assist with third-party services such as UCC filings and flood determinations.
• Serve as a resource to lending personnel on documentation and policy issues.
• Notify lenders of potential problems and recommend resolutions.
• Participate in training on pre-closing and compliance.
• Support Department Manager and assist with bank initiatives and training.

Kenntnisse

Attention to detail

Written and verbal communication

Organizational skills

Time management

Multi-tasking

Critical thinking

LaserPro

Tools

LaserPro

Jobbeschreibung

BankFirst Financial Services in Alabama seeks an experienced Loan Documentation Specialist to perform pre-closing reviews for consumer and select commercial loans, ensuring conformance with documentation requirements and bank credit policy standards.

Responsibilities include preparing closing packages, verifying documents, and coordinating with third-party services while meeting defined turnaround times and compliance requirements.