Documentation Clerk is responsible for clerical duties related to the maintenance of technical documentation. Completes tracking, logging, updating and version control of technical documents according to business standards. Being a Documentation Clerk requires a high school diploma or equivalent. Typically reports to a supervisor. The Documentation Clerk works under the close direction of senior personnel in the functional area. Possesses a moderate understanding of general aspects of the job. May require 0-1 year of general work experience. (Copyright 2024 Salary.com)
Position Overview:
The Loan Documentation Specialist reports directly to the Closing Department Manager. The primary duties are performing a final validation of key data across documentation, the loan application and Credit Memo and confirming that all necessary pre-closing conditions are satisfied, approvals and signatures, both from the borrower and internal stakeholders, are obtained prior to securing PLP through the SBA Capital Access Financial System (CAFS) and generating the loan documentation in accordance with regulatory, SBA and Bank requirements. They are responsible for securing PLP through the SBA CAFS and preparing loan documents in LaserPro. They are responsible for the pre-boarding onto the Bank’s core system, coordination of wire transfer for funding and coordinating post-fund QC fundings. Facilitate clear communication between the loan closing department and other relevant departments to address any outstanding issues promptly. Stay updated on regulatory requirements and compliance standards to ensure adherence throughout the loan closing process.
The ideal candidate has deep SBA knowledge and experience, is detail oriented, organized, and is able to work in a high volume role, in addition to the flexibility of working in multiple softwares and systems. As part of the Closing team, you will deliver strong results against success KPIs.
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0 Documentation Clerk jobs found in Round Rock, TX area