Senior Loan Documentation & Funding Specialist

U.S. Bank; Oshkosh (WI); Sur place; USD 36 000 - 47 000; Plein temps

Avantages offerts par ce poste

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Résumé du poste

U.S. Bank is seeking a detail-oriented loan/lease processor to coordinate the preparation of packages in line with policies, regulatory guidelines and investor standards.

You will gather documents, interact with customers and professionals, and ensure timely responses to inquiries to complete files. The role involves coordinating closings, calculating final costs, and disbursing funds while maintaining strict adherence to internal controls and policy requirements.

Qualifications

• High school diploma or equivalent.
• Typically six to eight years of relevant experience.
• Thorough knowledge of legal documents used to support loan/lease processing.
• Ability to work with legal staff to solve complex documentation needs.
• Ability to apply critical thinking for all elements of loan documentation construction.
• Ability to master the bank’s documentation software.
• Advanced knowledge of closing policies and procedures, funding policies, underwriting requirements, governmental and agency requirements, terminology and automated processing systems.
• Advanced knowledge of applicable credit policies and approval processes for assigned product(s).
• Ability to work effectively and accurately in a fast paced, high production environment.
• Strong organizational skills.
• Effective verbal and written communication skills.

Responsabilités

• Coordinate the preparation of loan/lease packages in compliance with policies and procedures, regulatory guidelines and investor standards.
• Gather and review necessary documents and information within designated time frames.
• Communicate with staff, customers/clients, realtors, brokers, counsel, title companies, etc. to respond to inquiries and obtain additional documents.
• Ensure compliance with internal policies and regulatory and investor requirements.
• May coordinate the closing and funding of assigned loan packages; calculating final closing costs and disbursing funds.

Connaissances

Legal document knowledge

Cross-functional collaboration

Critical thinking

Document software mastery

Adaptability to regulatory guidelines

Formation

High school diploma or equivalent

Outils

Bank documentation software

Description du poste

U.S. Bank is seeking a detail-oriented loan/lease processor to coordinate the preparation of packages in line with policies, regulatory guidelines and investor standards.

You will gather documents, interact with customers and professionals, and ensure timely responses to inquiries to complete files. The role involves coordinating closings, calculating final costs, and disbursing funds while maintaining strict adherence to internal controls and policy requirements.