Loan Document Specialist
F
First Security Bank Bozeman
📍 Bozeman, Montana, United States
Job Description
About The Role
Become familiar with and understand the bank’s loan policy manual. Perform pre-closing and post-closing reviews of commercial and consumer loans to ensure all necessary documents are provided and properly prepared in accordance with loan policy and federal and state regulatory requirements. Index loan documents and file documentation to Synergy. Review scanned loan files in Synergy for completeness and accuracy in accordance ...
Under general supervision of the Loan Processing Manager and in conformance with established policies and procedures, the Loan Documentation Specialist is responsible for in-depth review of all loan files for proper documentation and compliance requirements. They work closely with lenders and processors to resolve any document discrepancies or issues that arise during the loan process. Employees must be engaging, solution oriented and both positive and proactive.
PRINCIPAL DUTIES AND RESPONSIBILITIES