Loan Documentation Specialist – Typing Loans
D.L. Evans Bank, Twin Falls, ID, United States
Job Description
The Loan Documentation Specialist is responsible for typing and processing documents necessary for loan package completion. He/she handles provides clerical support for all lending activities and provides high quality and professional service to lending personnel.
Qualifications
Must be at least 18 years old
High school diploma or GED required
Experience helpful, particularly in a financial environment
Basic knowledge of commercial and consumer loan services and procedures preferred
Familiarity with general loan documentation helpful
Accurate and attentive to detail
Well organized
Good typing skills
Willing and able to help others
Able to use a computer, adding machine, copy machine, and basic business equipment
Able to get along well with coworkers
Responsibilities
Receives information for loan documentation preparation from various branches through internal software system, prints loan documentation request, and attaches appropriate documentation received via e-mail or fax
Logs loan documentation request form information into internal tracking system including the time received, type and amount of loan, and time requested
Assigns loan numbers to loan requests received and enters information into internal tracking system including responsible loan officer, purpose of loan, filing fees, etc.
Prepares documents for commerical and consumer loan packages by entering data into an automated software system
Verifies accuracy of input and documents as needed
Manually prepares documents as needed
Ensures correct combination of documents will be prepared/received for each transaction in order to secure legal interests for D.L. Evans Bank and asks for assistance from senior members of staff as needed
Sends requested loan documents electronically to branch personnel according to established time frames and procedures
Monitors loan information received according to a checklist to ensure proper supporting documentation and adherence to rate and pricing guidelines as well as approval and approval limits before the loan is typed
Enters information applicable to loan denial letters into internal document system or document template and obtains authorized signatures and mails letters to customers
Ensures timely completion of denial letters to remain compliant with internal loan denial procedures as well as compliance with federal regulations
Assigns a HMDA number to denied real estate loans and prepares appropriate correspondence for signature
Assists with the audit of scanned documents as needed
Keeps management informed of area activities and any significant problems or concerns
Ensures that customers’ requests and questions are promptly resolved
Maintains and projects the Bank’s professional reputation
Promotes D.L. Evans Bank at all times
Serves as a representative for D.L. Evans Bank in the community
Completes special projects as assigned
Company Description D.L. Evans Bank is a community bank and has been since 1904. For many years, we have provided premier banking services to the residents of Southern Idaho and Northern Utah while fostering a working environment for our employees dedicated to teamwork and excellent customer service. If you are a dynamic and customer-driven individual, whether an experienced banker or just beginning your career, we encourage you to continue with this applicant friendly, online job application!
D.L. Evans Bank is an Equal Opportunity Employer (EOE/AA/W/M/Vets/Disabled). VEVRAA Federal Contractor.
Benefits
Medical Insurance
Dental Insurance
Vision Insurance
FSA
401(k)
Employee Stock Ownership Plan
Paid Vacation
Sick Time
Life Insurance
Long-term Disability Insurance
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Qualifications
Must be at least 18 years old
High school diploma or GED required
Experience helpful, particularly in a financial environment
Basic knowledge of commercial and consumer loan services and procedures preferred
Familiarity with general loan documentation helpful
Accurate and attentive to detail
Well organized
Good typing skills
Willing and able to help others
Able to use a computer, adding machine, copy machine, and basic business equipment
Able to get along well with coworkers
Responsibilities
Receives information for loan documentation preparation from various branches through internal software system, prints loan documentation request, and attaches appropriate documentation received via e-mail or fax
Logs loan documentation request form information into internal tracking system including the time received, type and amount of loan, and time requested
Assigns loan numbers to loan requests received and enters information into internal tracking system including responsible loan officer, purpose of loan, filing fees, etc.
Prepares documents for commerical and consumer loan packages by entering data into an automated software system
Verifies accuracy of input and documents as needed
Manually prepares documents as needed
Ensures correct combination of documents will be prepared/received for each transaction in order to secure legal interests for D.L. Evans Bank and asks for assistance from senior members of staff as needed
Sends requested loan documents electronically to branch personnel according to established time frames and procedures
Monitors loan information received according to a checklist to ensure proper supporting documentation and adherence to rate and pricing guidelines as well as approval and approval limits before the loan is typed
Enters information applicable to loan denial letters into internal document system or document template and obtains authorized signatures and mails letters to customers
Ensures timely completion of denial letters to remain compliant with internal loan denial procedures as well as compliance with federal regulations
Assigns a HMDA number to denied real estate loans and prepares appropriate correspondence for signature
Assists with the audit of scanned documents as needed
Keeps management informed of area activities and any significant problems or concerns
Ensures that customers’ requests and questions are promptly resolved
Maintains and projects the Bank’s professional reputation
Promotes D.L. Evans Bank at all times
Serves as a representative for D.L. Evans Bank in the community
Completes special projects as assigned
Company Description D.L. Evans Bank is a community bank and has been since 1904. For many years, we have provided premier banking services to the residents of Southern Idaho and Northern Utah while fostering a working environment for our employees dedicated to teamwork and excellent customer service. If you are a dynamic and customer-driven individual, whether an experienced banker or just beginning your career, we encourage you to continue with this applicant friendly, online job application!
D.L. Evans Bank is an Equal Opportunity Employer (EOE/AA/W/M/Vets/Disabled). VEVRAA Federal Contractor.
Benefits
Medical Insurance
Dental Insurance
Vision Insurance
FSA
401(k)
Employee Stock Ownership Plan
Paid Vacation
Sick Time
Life Insurance
Long-term Disability Insurance
#J-18808-Ljbffr