Lending Assistant/ Documentation Specialist

Company: Central Bancompany
Location: Jefferson City
Posted on: May 21, 2023

Job Description:

The Loan Assistant/Documentation Specialist will work closely with Loan Officers to provide assistants with commercial, personal, and real estate lending departments, and the credit and loan operations departments. This position is also responsible for assisting senior management in monitoring compliance of lending policy and banking regulations.Responsibilities:Assist the officers in preparing loan packets, ensuring all required information is provided.Provide prompt, courteous, and excellent service to internal and external customers.This position requires effective communication between all lending personnel, borrowers, regulators, auditors, outside, compliance and accounting to assure adequate and proper procedures, payment application, system coding and compliance.Coordinate closings with loan processors, schedule and close loans, as necessary.Assist in the preparation of the Loan Presentation form for document preparation and maintain all pending real estate files for all officers as needed.Appraisal/evaluation scheduler for the Commercial and Installment Loan Department.Accountable for preparing modifications/extensions in accordance with the officer's direction and insuring adherence to all regulations and procedures.Accountable for file review pertaining to manual system adjustments and coordinating with the Loan Officers for direction and then to submit to Consolidated Loan Operations for processing.Ensure compliance for Community Reinvestment Act (CRA), Home Mortgage Disclosure Act (HMDA).Responsible for assuring that proper and accurate documentation is the Loan files.Work with the lending officers to eliminate exceptions and recognize potential problems with loans.Requirements:Three years' bank experience, with consumer, mortgage or commercial loan processing/servicing experience, preferred.Exceptional customer service skills.Exceptional written and verbal communication skills.Exceptional organizational and time management skills, and ability to prioritize daily work.Flexibility and ability to adjust to various work styles and needs of lending officers.Ability to manage multiple tasks simultaneously in a high stress and fast paced environment to meet deadlines. Ability to switch quickly to and from different tasks.Analytical (statistical) and problem-solving ability.Associate degree in a business related field, which includes courses in business, finance, accounting, real estate, or budgeting, forecasting.Demonstrated ability to use discretion, tact, and diplomacy.Demonstrated self-starter capabilities and initiative. Ability to understand what needs to be accomplished.Willingness to help with any special projects assigned, as well as fulfilling routine departmental responsibilities.

Keywords: Central Bancompany, Jefferson City , Lending Assistant/ Documentation Specialist, Accounting, Auditing , Jefferson City, Missouri