Documentation Specialist

• Prepare consumer and commercial loan documents in accordance with loan approval, bank policy and regulatory requirements
• Evaluate and analyze loan approvals and supporting documentation to determine required loan documents
• Ensure legality, proper lien position and collateral coverage
• Review deal submissions and supporting documentation in the bank’s proprietary workflow system
• Determine documentation parameters and required contents of final loan packages for closing
• Collaborate with Loan Coordinators, Relationship/Portfolio Managers and Credit associates on deal structure and supporting documentation
• Obtain additional items needed to prepare documents and perfect the bank’s security interest
• Confirm supporting documents adhere to Bank policies, including CDD, OFAC and USA Patriot Act requirements, and Regulations B, O, U and Z
• Verify Beneficial Ownership
• Use Laser Pro for document preparation, the bank’s core system for research and the workflow system for queue assignment and deal flow
• Meet and maintain Service Level Standards, assigned metrics and individual accountability measures

Documentation Specialist jobs in Kansas

Lending Documentation Specialist