Senior Mortgage Loan Documentation Specialist

East West Bank; El Monte (CA); On-site; USD 27,552 - 50,971; Full time

Job summary

East West Bank in El Monte, California, is seeking a Senior Loan Documentation Specialist responsible for managing the end-to-end loan documentation process. This role ensures the accurate preparation and delivery of compliant loan packages and serves as a subject matter expert in mortgage documentation.

The ideal candidate has at least four years of experience in mortgage document preparation, a strong understanding of regulatory requirements, and excellent communication skills. A competitive compensation package is included.

Qualifications

• Minimum of four years of experience in mortgage document preparation or related operations.
• Strong expertise in regulatory requirements including RESPA and TRID.
• Proven ability to mentor and support peers.

Responsibilities

• Manage the loan file flow from document preparation through funding.
• Review and validate loan documents for compliance.
• Act as a senior-level escalation point for documentation issues.

Skills

Mortgage document preparation

Regulatory compliance

Loan Origination Systems (e.g., Encompass)

Attention to detail

Analytical skills

Written and verbal communication

Education

High school diploma or equivalent

Bachelor’s degree in Finance, Business, Accounting or related field

Tools

Microsoft Office Suite

Job description

Since 1973, East West Bank has served as a pathway to success. With multiple locations across the U.S. and China, we are the premier financial bridge between the East and West. Our teams of experienced, multi‑cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high‑tech help build sustainable businesses and expand our associates’ potential for career advancement.

Overview

The Senior Loan Documentation Specialist is responsible for managing the end-to-end loan documentation process, ensuring the accurate preparation, review, and delivery of compliant loan packages from document generation through funding. This role serves as a subject matter expert in mortgage documentation and regulatory requirements, providing guidance, oversight, and process improvement support to ensure operational excellence and high-quality loan delivery.

Responsibilities

• Oversee and manage loan file flow from document preparation through funding, ensuring accuracy, completeness, and adherence to established timelines
• Review and validate loan documents for compliance with RESPA, TRID, and other applicable regulatory requirements
• Examine executed loan documents, Closing Disclosures, loan approvals, and conditions to ensure accuracy and consistency with loan terms
• Serve as a senior-level escalation point to identify, troubleshoot, and resolve complex loan documentation issues in partnership with internal teams and management
• Act as a liaison between loan origination, processing, underwriting, closing, and funding teams to facilitate seamless loan execution
• Provide guidance, coaching, and constructive feedback to team members and Mortgage Loan Originators (MLOs) to improve documentation quality and process adherence
• Drive continuous improvement initiatives to enhance workflow efficiency, reduce errors, and elevate customer experience
• Recommend and support implementation of policy updates, procedural enhancements, and control improvements
• Maintain current knowledge of investor guidelines, company policies, and regulatory changes impacting loan documentation
• Deliver a high level of service to both internal and external stakeholders, including title/escrow partners
• Support quality control reviews, internal audits, and compliance examinations as needed
• Perform other duties as assigned

Qualifications

• Minimum of four (4) years of experience in mortgage document preparation (doc drawing) loan closing, funding, or related operations
• High school diploma or equivalent required; Bachelor’s degree in Finance, Business, Accounting, or related field preferred
• Extensive knowledge of the end-to-end mortgage lending lifecycle, including documentation, closing, and funding processes
• Strong expertise in regulatory requirements including RESPA, TRID, and standard mortgage documentation
• Advanced experience with Loan Origination Systems (e.g., Encompass) and Microsoft Office Suite
• Exceptional attention to detail with a strong focus on accuracy and compliance
• Deep understanding of mortgage documentation standards and quality expectations
• Strong analytical and problem-solving skills, with the ability to manage complex scenarios
• Excellent organizational and time management skills in a high-volume, deadline-driven environment
• Effective written and verbal communication skills with the ability to influence and collaborate across teams
• Proven ability to mentor and support peers while serving as a subject matter expert
• Strong customer service orientation with both internal and external stakeholders

Compensation

The base pay range for this position is USD $20.00/Hr. – USD $37.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

East West Bank is an equal opportunity employer.

Applicants must have legal authorization to work in the United States.

We do not offer visa sponsorship at this time.