JOB PURPOSE AND SCOPE
Responsible for the post-approval through booking process of new loan originations. This position requires strong attention to detail and organization and effective communication. This includes but is not limited to the following:
– Ensuring that all pre-closing due diligence is collected and accurate.
– Prepares, reviews, and manages loan documents, ensuring accuracy, completeness, and compliance with legal and regulatory requirements.
– Submitting due diligence to record retention repository.
– Reviews and validates organizational documents.
MINIMUM REQUIREMENTS
– Highschool Diploma
– 0 – 2 years professional experience and/or 1 – 2 years related experience
ADDITIONAL KEY RESPONSIBILITIES
– Serves as a partner to all members of the loan origination process
– Preparation of closing documents
– Ability to manage loan pipeline
– Closed within compliance of legal, re gulatory, and internal policies
– Maintaining organized files
– Booking of loan once closed
– Perfection of non-real estate collateral
– Communication with key stakeholders, including external partners

SKILL REQUIREMENTS
– Performs work under direct supervision.
– Beginning subject matter knowledge.
– Beginning knowledge of title commitments/policies and underwriting standards related to title examination.
– Beginning knowledge of entity documentation.
– Beginning knowledge of association bylaws, policies, and procedures.
– Beginning knowledge of financial systems.
– Beginning knowledge of credit terminology.
– Basic oral and written communication skills.
– Basic skills in Microsoft Office applications.
– Advanced organizational skills.