Loan Documentation Specialist (1642) at Oconee State Bank – WATKINSVILLE, Georgia

RESPONSIBILITIES (INCLUDING BUT NOT LIMITED TO):

• Confirm with lending staff the review and clearing of existing collateral exceptions on renewal loans prior to releasing documents
• Ensure all loan requests include proper approval prior to preparing loan documentation
• Prepare accurate in-house loan documentation for commercial loans and consumer real estate loans in accordance with Bank policy and regulatory requirements
• Follow up with loan officers and CLS team members on erroneous and missing loan documents after closing
• Review/audit all executed loan documentation packages to ensure all forms have been completed and signed in accordance with bank policy and procedures
• Stay current with knowledge of Bank policies and regulatory requirements appropriate to lending and ensure loan packages/documents adhere to and are in alignment with both Internal & Regulatory requirements
• Handle various duties as assigned by Loan Operations Manager, including but not limited to release of collateral, closing of paid out files, and Synergy file review.

EXPERIENCE | QUALIFICATIONS:

MINIMUM YEARS OF EXPERIENCE

• High School Education or equivalent
• 2 years of experience in handling loan documents and processing loan files

MINIMUM QUALIFICATIONS

• Flexibility to handle loan documentation from multiple lenders
• Talented verbal and written communicator
• Exceptional attention to detail and organization

PREFERRED QUALIFICATIONS

• Experience as a user in Laser Pro
• Experience as a user in Xperience

COMPUTER / SOFTWARE EXPERIENCE REQUIREMENTS

• Experience with Microsoft Office products

REQUIRED COMPETENCIES

• Personal Motivation
• Planning and Organizing
• Initiative/Independence
• Teamwork
• Communication