Payment processor serp_jobs.h1.location_city

Job Title

Essential Duties and Responsibilities :

• Obtain required loan documentation and process less complex loan applications.
• Order credit verifications and third-party services.
• Track receipt of and review legal documents.
• Set up and monitor loan and financial ticklers to ensure accuracy and timeliness of receipt of documents.
• Verify loan files and supporting documents for accuracy and completeness.
• Follow up on missing documentation.
• Prepare and compile documents for review and approval.
• Prepare or review for accuracy, disclosures required by relevant consumer regulations.
• Schedule or coordinate loan closings and clear for disbursement of proceeds.
• Prepare compliance and accounting records and reports, as required by management and regulatory agencies.
• Perform basic loan calculations.
• Assist customers with basic inquiries or problems.
• Perform pre-closing / post-closing / due diligence review of legal agreements and other closing documents to terms of loan commitment.
• Monitor existing loans and maintain files with sufficient documentation for third-party review and prepare files for timely audits.
• Prepare client communications on loan terms.
• Maintain currency in loan processing policies and procedures.
• Review property and liability insurance to ensure compliance with bank policy and procedure.
• Independently prepare data input sheets and provide required information for loans to be boarded on the bank's servicing system and ensure all loan coding is correct.
• Work with attorneys and other financial or legal resources to obtain the correct, accurate documents to fully protect the financial institution's interests in the credit relationship.
• Perform other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities : Knowledge Of :

Skill In :

Ability To :