Loan Documentation Specialist

American AgCredit

. Manage the document preparation process for mortgage and commercial loans, loan servicing actions, and legal documentation .

Posted 10/22/2026full-timeUnited StatesMid-LevelSenior💰 $52,568 - $86,211 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing the documentation process for mortgage and commercial loans, ensuring compliance with legal requirements and title insurance practices. Proficient in drafting and reviewing loan documents, resolving discrepancies, and maintaining high accuracy under tight deadlines.

Highest-signal resume keywords

Mortgage DocumentationCommercial Loan ProcessingTitle Insurance PracticesLegal Documentation ComplianceExceptional Written Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan Document PreparationCollateral AnalysisLoan Agreement DraftingEscrow Instructions DraftingTitle Report ExaminationLien Perfection DocumentationLoan Conditions ManagementDiscrepancy ResolutionDocument Editing and ProofreadingLoan Servicing Actions

Soft Skills

Exceptional Verbal CommunicationInterpersonal SkillsProblem-SolvingTime ManagementInitiative for Continuous Learning

Tools & Technologies

Document Management SoftwareInformation Technology Systems

Industry Keywords

Mortgage LoansCommercial LoansTitle Company Record SearchingEscrow ExperienceLegal Requirements for Loans

About the role

Key responsibilities & impact

Manage the document preparation process for mortgage and commercial loans, loan servicing actions, and legal documentation
Research and analyze loan packages with diverse collateral options
Independently prepare loan documents according to loan requests and approvals
Prepare master and supplemental loan agreements, promissory notes, security documents, and release documents
Manage documentation for assumptions, partial releases, lot line adjustments, easement consents, logging permits, re-amortizations, and releases of liability
Draft documentation for loan covenants, conditions, defaults, interest-rate changes, and security-ownership changes
Examine loan transactions and resolve discrepancies, policy noncompliance, and documentation deficiencies
Request clarification and supporting documentation from lenders, underwriters, and support staff
Ensure loan controls and closing conditions are reflected in final loan documents
Review trust certifications and entity documentation to determine signer authority
Prepare authorizations for loan transactions
Review appraisal reports to determine collateral value, ownership, and security documentation needed to perfect liens
Examine personal and real property searches, title reports, and lien filings
Prepare subordinations and other documents needed to perfect liens on collateral
Identify closing issues and prepare documentation to resolve them
Draft escrow instructions for real-property-secured transactions and ensure compliance with title and company requirements
Compose correspondence and edit and proof loan-related documents
Create loan conditions precedent, financial covenants, and post-close loan conditions
Answer branch personnel inquiries and provide information or direct inquiries appropriately
Work under limited direction of the Regional Documentation Manager while making independent decisions
Perform other assigned functions

Requirements

What you’ll need

High school diploma plus at least two years of post-high-school education
Three years’ experience documenting mortgage and/or commercial loans, title company record searching, and/or escrow experience
Knowledge of legal requirements for documenting loans secured by real and personal property
Understanding of title insurance practices and procedures
Ability to generate highly accurate work and make independent decisions
Ability to prioritize competing tasks, set goals, and manage time effectively
Ability to work under tight time constraints, solve problems, negotiate deadlines, and multitask
Initiative for continuous learning and professional development
Exceptional written and verbal communication skills
Exceptional interpersonal skills
Ability to use software and information technology to collect, organize, retrieve, maintain, and disseminate information
Ability to work in a typical office setting and at a computer for extended periods
Ability to talk and hear, sit, use hands and fingers, and reach in all directions
Ability to lift and move items up to 25 pounds
Availability during established business hours, with occasional weekend and/or evening work possible
Eligibility to work in the United States; visa sponsorship or transfer unavailable

Benefits

Comp & perks

Commitment to agriculture and the communities served
Family friendly work environment
Investment in employee development
Medical, Dental and Vision coverage
401k with automatic 3% employer contribution, plus match up to 6%
Paid Time Off: 21 vacation days annually, 15 sick days annually, 12 paid holidays, and 16 hours of volunteer time
Competitive Incentive Compensation Plan
Disability & Life Insurance
Employee mental, physical, and financial wellness programs
Bonus eligibility based on association and personal performance
Part-time remote/hybrid work arrangement