Documentation Analyst

RESPONSIBILITIES

Assist in the research, authentication and creation of borrower and guarantor profiles on Salesforce.

Communicate with internal and external team members to facilitate loan origination and closing.

Screen incoming document requests.

Prepare and review loan funding packages including verification of lien perfection, insurance coverage, titling, and proper signatures.

Complete wire transfer and check requests and assemble loan packages for imaging and boarding.

Manage the imaging process of booked loans.

Confirm and facilitate the processing of liens on titled units by working with customers, third party vendors and governmental agencies.

Assist loan operations with any follow up questions in regards to compliance procedures.

Monitor and clear UCC, title and document expectations using sub servicer reports, and tickler system.

Assist group members with various department tasks as directed by the manager.

EXPERIENCE & EDUATION

Bachelor's degree, preferred.

1 –2 years’ experience in an administrative or customer service position in a corporate office setting.

Knowledge of equipment lending industry is ideal.

Experience using FIS Premier or other loan operating system is a plus.

SKILLS & ABILITIES REQUIRED

Intermediate proficiency in MS Office (Word, Excel, PowerPoint) and Salesforce.

Must have strong customer service ethics and team building skills.

Ability to prioritize, organize, and produce in a high-volume, deadline-oriented production group.

Ability to thrive in a professional office environment.

Basic knowledge of commercial and consumer loan documentation, UCC filings, loans secured by titled vehicles and equipment.

High energy and self-motivated.

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.