Loan Documentation Specialist 4 - Document Prep

 

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

 
Coordinates the preparation of loan/lease packages in compliance with policies and procedures, regulatory guidelines and investor standards by gathering and reviewing necessary documents and information within designated time frames. Communicates with staff, customers/clients, realtors, brokers, counsel, title companies, etc. to respond to inquiries, resolve problems and obtain additional documents needed to complete the file. Ensures compliance with internal policies, regulatory and investor requirements and customer service standards. May coordinate the closing and funding of assigned loan packages; calculating final closing costs and disbursing funds.
 
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Qualifications

 
Basic Qualifications
- High school diploma or equivalent
- Four to five years of experience in loan/lease processing activities, or other relevant experience
 
Preferred Skills/Experience
- Thorough knowledge of legal documents used to support applicable loan/lease processing
- Ability to work with legal to solve complex documentation needs
- Ability to apply critical thinking for all elements of loan documentation construction
- Ability to master the bank’s documentation software
- Thorough knowledge of closing policies and procedures, funding policies, underwriting requirements, governmental and agency requirements, terminology and automated processing systems
- Thorough knowledge of applicable credit policies and approval processes for assigned product(s)
- Ability to work effectively and accurately in a fast paced, high production, professional environment
- Strong organization skills
- Excellent verbal and written communication skills
 

Job

Administrative / Clerical

Primary Location

Oregon-OR-Portland

Shift

1st - Daytime

Average Hours Per Week

40