Loan Documentation Specialist Resume Sample
Madie Vandervort
39992 McDermott Unions,
Philadelphia,
PA
+1 (555) 613 0026
Work Experience
Loan Documentation Specialist
08/2017
-
PRESENT
Detroit, MI
- Stand 10 - 15% of workday
- Sit 85 - 90% of workday
- Use computer keyboard, typewriter, 10-key, and other office equipment
- Strong organizational, analytical and oral/written communication skills
- Organize workflow, sense of-accuracy and attention-to-details required
- Flexibility with ability to work in a fast-paced environment
- Creating cases in Access Database
- Researching encoding errors
Senior Loan Documentation Specialist
12/2013
-
06/2017
New York, NY
- Correcting customer accounts
- Researching adjustment cases for duplicate
- Filing recordable documents to ensure bank is properly collateralized
- Update and maintain new and existing commercial loan files
- Prepare loan documents for new and existing customers
- Obtain necessary information, forms and documents needed for commercial applications to be processed and approved – while examining these documents to ensure compliance according to the bank’s regulatory standards, as well as examining these documents checking for inconsistencies and accuracy issues
- Monitors and updates the Bank’s collateral tracking system to include the accurate, complete, and current postings of all collateral and loan information for assigned accounts
- Works closely with all parties to ensure accurate and efficient loan documentation and
- Records and tracks activity on department’s loan tracking system
Sfs-loan Documentation Specialist
10/2009
-
09/2013
Dallas, TX
- Preparing closing packages, including reviewing the underwriter’s checklist
- Reviews and approves HUD’s
- Clears tracking system with updated builder’s risk
- “LIVE” the Bank’s Mission Statement and “PRACTICE” the Bank’s Corporate Strategy
- Verifies that the loan terms and conditions are properly captured in the documents to clearly communicate the customer’s obligation to the bank
- Prepares the legal file and resolves any discrepancies before submitting for boarding to prevent any delays in setting up the customer’s loan in the loan accounting system
- Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values
- Taking queries relating to the commercial, corporate and CCA regulated lending products of the bank
Education
Quinnipiac University
2004 - 2008
Bachelor's Degree in Business Office Management
Professional Skills
- Three or more years of experience in loan/lease processing activities, or other relevant experience
- Experience in banking preferably in loan documentation and servicing area
- Experience in commercial lending structures and entity types
- Flexible and able to adapt quickly to changing deadlines, priorities, procedures, etc
- Experience of Consumer Credit Association regulations
- CeMAP, CeCM or DipBB&C qualifications would be beneficial (or equivalent experience)
- ) Previous admin experience
How to write Loan Documentation Specialist Resume
Loan Documentation Specialist role is responsible for government, software, mainframe, credit, training, recruiting, security, reporting, research, insurance.
To write great resume for loan documentation specialist job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Loan Documentation Specialist Resume
The section contact information is important in your loan documentation specialist resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Loan Documentation Specialist Resume
The section work experience is an essential part of your loan documentation specialist resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous loan documentation specialist responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular loan documentation specialist position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Loan Documentation Specialist resume experience can include:
- Creating and maintaining great relationships with colleagues and professional legal firms, making sure all offers are created accurately and provided for sign off by a mandate holder in a timely manner
- Detail orientated with excellent organizational skills, and the ability to handle multiple priorities simultaneously
- Excellent organizational skills, attention to detail, and the ability to handle multiple priorities simultaneously
- Work effectively and accurately in a fast paced, professional environment
- Loan Processing/Documentation experience
- ) Banking experience
Education on a Loan Documentation Specialist Resume
Make sure to make education a priority on your loan documentation specialist resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your loan documentation specialist experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Loan Documentation Specialist Resume
When listing skills on your loan documentation specialist resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical loan documentation specialist skills:
- Strong organizational, inter-personal, and customer service skills. Excellent written and verbal communication skills required
- Excellent customer service and interpersonal skills with ability to write clearly and informatively, editing for spelling, grammar and accuracy
- Strong communication skills and willingness to learn
- Good verbal and written communication skills sufficient to communicate with team members, question and respond comprehensibly to supervisors and managers
- A good understanding of collateral and legal documentation in order to advise our colleagues of solutions when deals snag
- ) Previous administrative experience
List of Typical Experience For a Loan Documentation Specialist Resume
1
Experience For Senior Loan Documentation Specialist Resume
- Ensure work is completed on time and accurately by planning, coordinating and monitoring daily activities. Acts as an escalation point for team members to resolve documentation related issue
- Previous contractual documentation experience within businesses such as banks, title companies, legal firms, insurance firms, etc
- Time management principles to prioritize tasks
- 5) Strong MS office – Excel
- Laser Pro experience
2
Experience For Town Bank-loan Documentation Specialist Resume
- Filing and pulling loan documents
- Contact closing attorneys, mortgage loan personnel, and others concerning final documentation
- Input data into tracking system
- Communicate with underwriters, loan officers and branch staff for any additional information needed to prepare loan documents
- Train team members on aspects of Loan Documentation including the use of LaserPro Software and/or Word Templates utilized for departmental loan documentation requests
- PC literate – Word, Excel; Work well under time constraints
- Construct and organize new loan files. Request annual financial statements and tax returns, update credit reports, and perform initial review of documents. Ensure closing conditions related to documentation have been met
3
Experience For Sfs-loan Documentation Specialist Resume
- Order title reports and review exceptions for loans secured by real estate. Identify exceptions and other potential closing problems and communicate them to the Loan Operations Supervisor. Investigate ownership of collateral and review title reports and seller
- Aid loan origination personnel and Loan Processors to ensure timely responses and a superior customer experience
- Partner with Funding or Processing to clear any funding conditions needed to close loans; maintain close communication with closing agent, funder, and processor
- Work with closing agents to facilitate signing appointments and return of final documents to Funding. Complete all final verifications, and preparation and delivery of final loan documents to closing agent
- Ensure work is completed on time and accurately by planning, coordinating and monitoring daily activities
4
Experience For Private Banking Loan Documentation Specialist Resume
- Performs input of modification terms and specific system coding to loan records
- Reviews loan documents and other records for a specific loan
- Escalates inconsistencies and unusual issues to lead or supervisory staff for instruction or resolution. Submits completed work to lead or supervisory staff for review and verification
- The ability to communicate clearly is also required
- Act as an escalation point for team members to resolve documentation related issue
- Assist with training team members on aspects of Loan Documentation including the use of software and/or templates utilized for departmental loan documentation requests
5
Experience For Loan Documentation Specialist Resume
- Check final documentation for accuracy
- Match documents with proper files
- Oversee the day to day management of operations and identify opportunities to optimize processes and enhance service levels
- Ensure loan documents are prepared in accordance with the terms and conditions per the credit approval and in compliance with regulatory requirements as related to local, state and federal guidelines
- Acts as an escalation point for team members to resolve documentation related issue
6
Experience For Senior Loan Documentation Specialist Resume
- LaserPro proficiency REQUIRED
- Comprehensive knowledge of commercial loan documents
- Scans documents for active loans, modifications and renewals in unit’s dedicated hardware (scanners)
- Manage multiple tasks with accuracy and timeliness
- Conduct and order UCC searches per the requirements and tier placement of the loan conditions. In addition, the review of these documents and the determination of which creditors require subordination and whether a loan can be funded based on the results of a post-search. The volume is extremely high at times and calls for an extremely organized individual who is challenged to work under pressure
- Prepare loan documents including real estate mortgages, loan agreements, promissory notes, security agreements, UCC- 1 & UCC-3 forms, EFS/CNS forms, subordinations, lists of potential buyers, assignments of indemnity, government payments, contract and any other forms needed to meet the requirements set forth by the underwriters and standard program guidelines
- Demonstrated proficiency with personal computers in a networked environment and Microsoft applications (Outlook, Word, Excel, and PowerPoint) or similar software. Knowledge of or ability to use Bank software and systems including working knowledge/understanding/ability to use the following computer programs and systems: IBS Insight, Origenate, and Laser Pro, etc
List of Typical Skills For a Loan Documentation Specialist Resume
1
Skills For Senior Loan Documentation Specialist Resume
- Prior consumer and/or commercial loan documentation knowledge
- Previous commercial loan documentation experience
- Two years of experience in respective role
- Commercial or Agricultural Loan Operations experience required
- Business office work experience
- Experience with electronic document environment
- Experience in the field of agriculture
- Functional experience in various software and mainframe systems
2
Skills For Town Bank-loan Documentation Specialist Resume
- Manage the incoming workflow of document requests to ensure adherence to service level expectations
- Knowledge of commercial loan production and commercial loan servicing
- Knowledge of commercial lending practices, compliance and documentation
- Manage a large portfolio in excess of one hundred loans in process at any one time
- Gather and review credit actions, third party reports including appraisals, UCC searches, environmental reports and title reports as well as various lender required documents
3
Skills For Sfs-loan Documentation Specialist Resume
- Follow-up for receipt of documentation, providing guidance, assistance and additional requirements for completion when necessary
- Coordinate with processing staff, the loan officers and cooperatives as well as third party vendors, attorneys and escrow companies to ensure timely loan closings
- Order UCC searches per the requirements and tier placement of the loan conditions
- Review UCC documents and determine creditors require subordination and whether a loan can be funded based on the results of a post-search
- Maintain the tic system with daily entry into the CHS application management database of all information and communication pertaining to the status of all loan documents
- Commercial loan documentation and operations experience
4
Skills For Private Banking Loan Documentation Specialist Resume
- Perform daily maintenance of the UCC software tracking to ensure the UCC follow-up for continuations of active loans is timely and accurate
- Provide updates on the status of loans to processing staff, relationship staff, cooperative and dealership staff, UCC vendors, and other staff members
- Manage a large portfolio of loans in process is critical and the incumbent is required to track the status on a loan-by-loan basis into the CHS software
- Familiarity with the filing and search guidelines for the numerous states with respect to charges and locations respectively. The tracking of the documentation status is very important, as this is the primary source used to answer requests for information and updates
- Communicate with external customers in a professional manner
- Manage a large portfolio of loans in process and be to track the status on a loan-by-loan basis into the software
- Conduct and order UCC searches per the requirements and tier placement of the loan conditions. In addition, the review of these documents and the determination of which creditors require subordination and whether a loan can be funded based on the results of a post-search
- Access to excellent benefits
- Secure job with potential for growth, no guarantees
5
Skills For Loan Documentation Specialist Resume
- Reports to the Assistant VP / Assistant Manager
- The role is in the bank’s Loan Documentation Center, not a branch
- Detail oriented; PC literate – Word, Excel
- Process consumer loan requests received from loan originators throughout the ONB service area
- Utilize special loan software to produce accurate and compliant loan documents
- Complex commercial middle market transactions
6
Skills For Senior Loan Documentation Specialist Resume
- Read, understand and follow detailed instructions
- Able to work in a high volume deadline-important area
- Supervise note department activities in accordance with all laws, regulations, and bank policies
- Knowledge of Word and Excel applications
- Knowledge of all aspects of commercial non-complex loans, departmental functions, LaserPro Database software and Microsoft Office
- Solid understanding of loan documentation structure requirements with ability to review credit approvals, organizational documents among other due diligence related documents to ensure adherence with bank’s lending policy/procedures and regulatory requirements
- Knowledge of or ability to use Bank software and systems including working knowledge/understanding/ability to use the following computer programs and systems: IBS Insight, Origenate, and Laser Pro, etc
- Experience with loan documents or complex document activities required
7
Skills For Town Bank-loan Documentation Specialist Resume
- Organize heavy workloads in a deadline-driven environment with frequent changes in priorities and an emphasis on customer service and teamwork
- Experience with loan documents or complex document activities required
- Knowledge of basic accounting principles. Proficiency with MS office products, including Word, Excel, and Outlook. Knowledge of loan processing software
- Apply critical thinking for all elements of commercial loan processing
- Master loan accounting software
- Knowledge of commercial and commercial real estate loan documentation, title, escrow, and general documentation flow and functions
- Work with business line partners to solve complex documentation needs
- Comprehend applicable credit policies and approval processes for assigned product(s)
- Knowledge of all aspects of commercial non-complex loans, departmental functions, loan database software and Microsoft Office
8
Skills For Sfs-loan Documentation Specialist Resume
- Understanding of loan documentation structure requirements with ability to review credit approvals, organizational documents among other due diligence related documents to ensure adherence with bank’s lending policy/procedures and regulatory requirements
- Efficiently organize heavy workloads in a deadline-driven environment with frequent changes in priorities and an emphasis on customer service and teamwork
- Good knowledge of lending operations
- Experience with LaserPro required
- Over three years of experience with commercial loan documentation, policies and procedures
- Data entry and validation into / with a variety of bank systems
9
Skills For Private Banking Loan Documentation Specialist Resume
- Instructing valuers and making sure legal due diligence is completed, whilst fulfilling all conditions precedent to a drawdown
- Amending any documents relating to existing customer policies when required
- Ensures work is completed on time and accurately by planning, coordinating and monitoring daily activities
- Understands loan / funding terminology and various documentation formats
- Advanced knowledge of loan documentation, policies, and procedures
- Understand loan terminology
- Basic knowledge of closing policies and procedures, funding policies, underwriting requirements, governmental and agency requirements, terminology and automated processing systems
10
Skills For Loan Documentation Specialist Resume
- Is familiar and complies with applicable company policies and all banking regulations including, but not limited to BSA, USA Patriot/CIP requirements, AML and other regulations
- Ensures work is completed on time and accurately by planning, coordinating and monitoring daily activities.Acts as an escalation point for team members to resolve documentation related issue
- Train team members on aspects of Loan Documentation including the use of Software and/or Word Templates utilized for departmental loan documentation requests
- Participate in required training on pertinent compliance laws and regulations as required by Banner Bank
- Communicates with underwriters, loan officers and branch staff for any additional information needed to prepare loan documents
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