Loan Closings & Documentation Specialist
Phaxis, Phoenix, AZ, United States
Obtain required loan documentation and process less complex applications.
Order credit verifications and third-party services.
Track and review legal documents for accuracy.
Set up and monitor loan and financial ticklers for timely document receipt.
Verify loan files for accuracy and completeness.
Follow up on missing documentation and prepare documents for review.
Schedule or coordinate loan closings and disbursements.
Prepare compliance and accounting records as required.
Assist customers with inquiries or problems.
Monitor existing loans and maintain sufficient documentation.
Prepare client communications on loan terms.
Review property and liability insurance compliance.
Work with attorneys and financial resources for accurate documentation.
Perform other duties as assigned.
Pay Rate Up to $24/hr Essential Duties and Responsibilities
Obtain required loan documentation and process less complex applications. Order credit verifications and third-party services. Track and review legal documents for accuracy. Set up and monitor loan and financial ticklers for timely document receipt. Verify loan files for accuracy and completeness. Follow up on missing documentation and prepare documents for review. Schedule or coordinate loan closings and disbursements. Prepare compliance and accounting records as required. Assist customers with inquiries or problems. Monitor existing loans and maintain sufficient documentation. Prepare client communications on loan terms. Review property and liability insurance compliance. Work with attorneys and financial resources for accurate documentation. Perform other duties as assigned. Knowledge, Skills, and Abilities:
Commercial and retail loan processing concepts and procedures. Banking and finance principles. Financial markets and products. State and federal regulations. Processing loan applications and document preparation. Verifying information and preparing loan packages. Performing calculations and basic analytical tasks. Operating office equipment and software applications. Interpret and apply information from loan documents. Organize and manage multiple tasks in a fast-paced environment. Communicate effectively both orally and in writing. Work independently and collaboratively. Handle stressful situations and provide customer service. Maintain effective working relationships.
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Pay Rate Up to $24/hr Essential Duties and Responsibilities
Obtain required loan documentation and process less complex applications. Order credit verifications and third-party services. Track and review legal documents for accuracy. Set up and monitor loan and financial ticklers for timely document receipt. Verify loan files for accuracy and completeness. Follow up on missing documentation and prepare documents for review. Schedule or coordinate loan closings and disbursements. Prepare compliance and accounting records as required. Assist customers with inquiries or problems. Monitor existing loans and maintain sufficient documentation. Prepare client communications on loan terms. Review property and liability insurance compliance. Work with attorneys and financial resources for accurate documentation. Perform other duties as assigned. Knowledge, Skills, and Abilities:
Commercial and retail loan processing concepts and procedures. Banking and finance principles. Financial markets and products. State and federal regulations. Processing loan applications and document preparation. Verifying information and preparing loan packages. Performing calculations and basic analytical tasks. Operating office equipment and software applications. Interpret and apply information from loan documents. Organize and manage multiple tasks in a fast-paced environment. Communicate effectively both orally and in writing. Work independently and collaboratively. Handle stressful situations and provide customer service. Maintain effective working relationships.
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