Senior Loan Documentation Specialist

U.S. Bank; Oshkosh (WI); On-site; USD 36,000 - 47,000; Full time

Job summary

U.S. Bank in Oshkosh, WI, is seeking a Loan/Lease Package Coordinator to assemble and review loan documents in accordance with policies, regulatory guidelines, and investor standards.

You will gather and verify necessary documents, communicate with staff, customers, realtors, brokers, counsel, and title companies to respond to inquiries and obtain missing items to complete the file. In this role you’ll help ensure compliance, may coordinate closing and funding, calculate final closing costs, and

Qualifications

• High school diploma or equivalent
• Typically six to eight years of relevant experience
• Thorough knowledge of legal documents used to support applicable 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)
• Strong organizational and communication skills

Responsibilities

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

Skills

Legal documents knowledge

Coordinate with legal staff

Critical thinking

Bank documentation software mastery

Closing policies knowledge

Education

High school diploma or equivalent

Tools

Bank documentation software

Job description

U.S. Bank in Oshkosh, WI, is seeking a Loan/Lease Package Coordinator to assemble and review loan documents in accordance with policies, regulatory guidelines, and investor standards.

You will gather and verify necessary documents, communicate with staff, customers, realtors, brokers, counsel, and title companies to respond to inquiries and obtain missing items to complete the file. In this role you’ll help ensure compliance, may coordinate closing and funding, calculate final closing costs, and