Loan Documentation Specialist

U.S. Bank

. Coordinate preparation of loan/lease packages in compliance with policies, procedures, regulatory guidelines and investor standards .

Posted 10/22/2026full-timeUnited StatesMid-LevelSenior💰 $26 - $34 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge of loan documentation processes, including compliance with regulatory guidelines and investor standards. Proficient in coordinating loan/lease packages and effectively communicating with various stakeholders to ensure accurate and timely processing.

Highest-signal resume keywords

Loan Documentation ProcessingCompliance With Regulatory GuidelinesClosing Policies And ProceduresCritical ThinkingOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ProcessingDocumentation ReviewClosing Cost CalculationFunding PoliciesUnderwriting RequirementsCredit PoliciesAutomated Processing SystemsLegal Document KnowledgeDocumentation Software MasteryFast-Paced Work Environment

Soft Skills

Effective CommunicationProblem SolvingCustomer ServiceCollaborationAttention To Detail

Industry Keywords

U.S. Bank PoliciesE-VerifyInvestor StandardsRegulatory ComplianceDocumentation Standards

About the role

Key responsibilities & impact

Coordinate preparation of loan/lease packages in compliance with policies, procedures, regulatory guidelines and investor standards
Gather and review necessary documents and information within designated time frames
Communicate with staff, customers/clients, realtors, brokers, counsel, title companies and others to respond to inquiries, resolve problems and obtain additional documents
Ensure compliance with internal policies, regulatory and investor requirements and customer service standards
May coordinate closing and funding of assigned loan packages
Calculate final closing costs and disburse funds

Requirements

What you’ll need

High school diploma or equivalent
Typically six to eight years of relevant experience
Thorough knowledge of legal documents used to support applicable loan/lease processing
Ability to work with legal staff to solve complex documentation needs
Ability to apply critical thinking for all elements of loan documentation construction
Ability to master the bank’s documentation software
Advanced knowledge of closing policies and procedures, funding policies, underwriting requirements, governmental and agency requirements, terminology and automated processing systems
Advanced knowledge of applicable credit policies and approval processes for assigned product(s)
Ability to work effectively and accurately in a fast paced, high production, professional environment
Strong organizational skills
Effective verbal and written communication skills
Must work from a U.S. Bank location three or more days per week
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies
Employment eligibility verification through E-Verify applies in U.S. facilities and certain U.S. territories

Benefits

Comp & perks

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Incentive and recognition programs
Equity stock purchase
401(k) contribution and pension