Loan Doc Review Specialist

The Loan Doc Review Specialist is responsible for reviewing of all types of new loan and renewal loan documentation, for commercial, real estate, agricultural, indirect and consumer loans. Documents are reviewed to ensure proper lien perfection and compliance with regulatory requirements and internal loan policy requirements. Specialists enter loan collateral information on the bank’s tracking system to track expiration dates and exceptions.

The Loan Doc Review Specialist is also responsible for the tracking and clearing of loan exceptions. Exceptions are cleared from a spreadsheet typically prepared by the lending assistant. Exceptions are also updated through items received in the mail which is processed daily including insurance and auto titles. Specialists prepare an expiring UCC report through Lien Solutions and assist lenders in continuing or terminating the UCC.

Essential Duties

• Reviewing loan documents to ensure proper preparation, lien perfection, and compliance with regulatory requirement and internal loan policy requirements.
• Entering loan collateral information on bank’s tracking system to track expiration dates and exceptions.
• Updating exceptions received from the lending assistant’s spreadsheet or from items received in the mail.
• Preparing an expiring UCC report quarterly and assisting lenders in continuing or terminating the UCC.
• Answering questions, resolving problems and responding to requests for documents promptly and courteously.
• Attention to detail and excellent communication skills are required.
• Maintaining work area in a clean, neat and professional appearance.
• Representing the bank in a professional manner.
• Performing miscellaneous duties as assigned.
• Participating in training sessions as required by supervisor.
• Cross training between reviewing new loans and clearing exceptions.
  
  

Equal Opportunity Employer/Veterans/Disabled