Loan Documentation Specialist

Job Highlights

• Title:
  
  Loan Documentation Specialist
• Type:
  Full Time
• Experience:
  
  3 Years
• Function:
  Sales/Compliance
• Location:
  
  Edina, MN, United States
• Company:
  Popular Bank

Popular Bank (parented by Popular) offers a wide variety of services and financial solutions to consumers, small businesses, corporations, and governmental organizations.

The bank is hiring a Loan Documentation Specialist who will work directly with the internal partners (sales, compliance), customers, and vendors to provide superior customer service.

Helps to serve as a dependable financial service provider to a variety of industries across the United States.

• Associate’s Degree preferred with a minimum 3 years of experience in the leasing industry

• Possess work-related experience

• Coordinate with the sales and other internal departments in the lease preparation process
• Maintain specialized knowledge of the documentation department’s function, terminology, policies and procedures, and related laws and regulations at the local, state, and federal levels.
• Maintain transaction information and enter it into the lease management system (Sales Force)
• Manage daily customer requests and transaction maintenance, including follow-up on open vendor invoices, any missing documentation, requesting proof of insurance, as well as processing payments to vendors
• Responsible for the accurate, timely, and complete preparation of lease documents, which are generated using Drawloop within our Sales Force CRM

• Advanced organizational, verbal, and written communication skills
• Detail‑oriented with the ability to thrive in a fast‑paced, ever‑changing, highly collaborative environment
• Excellent customer service skills
• Must be a team player
• Strong time‑management skills
• Strong working knowledge of MS Office software with a strong emphasis on Word and Excel;
  Sales Force experience (preferred)
• Take initiative, think outside the box, and effectively manage priorities

The company offers various incentive compensation, commission, or other type of remuneration or benefits.

Popular is an Equal Opportunity Employer.