Loan Fulfillment Doc Prep Specialist II

Position Title: Loan Fulfillment Doc Prep Specialist II
Reports To: Loan Operations Manager
Direct Reports: N/A
Salary Grade: 11
SUMMARY: See job requirements and functions
Minimum 3 years' experience in a Loan Operations/Loan Processing/Branch environment
Intermediate to advanced knowledge of Commercial/and or Retail loan documentation requirements, including collateral perfection, cross collateralization, legal verbiage requirements
Knowledge of federal and state regulatory requirements
Working knowledge of Microsoft Outlook, Word, and Excel
Exceptional organization and time management skills and the ability to meet multiple deadlines
Strong level of critical thinking, communication, and organizational skills
Document Preparation or Document Review experience is preferred
Participate and complete all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
Performs complex and/or non-routine administrative tasks exercising significant judgment and discretion in the performance of duties usually in support of a single team within Loan Operations
All duties and responsibilities for Loan Fulfillment Doc Prep Specialist I
Prepare and deliver detailed commercial loan documents such as promissory notes, deeds/mortgages, and security agreements for intermediate to complex loan types within specified due date and time, and in compliance with Bank, regulatory and investor guidelines
Prepare and deliver detailed interim loan documents for acquired banks, using the legacy bank's document preparation system
Perform complex/non-routine administrative tasks exercising significant judgment and discretion in the performance of duties
Perform Quality Control review of loan documents prepared by peers
Other duties as assigned

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