Document Exceptions Specialist

Summary

Perform a detailed review of loan and approval documentation that supports loans booked to the core. This may include internally prepared loan documents or those prepared by outside attorneys.

• Responsible for ensuring that all loan documentation, including LOS generated as well as attorney prepared, has been properly executed and perfects the lien on any collateral securing the loan.
• Ensure adherence to lending policy. Ensure compliance with applicable regulatory requirements.
• Set up collateral records and exceptions for missing or incorrect loan documentation. Clear document exceptions as they are submitted.
• Assist the Post Close Review and Imaging Manager with escalated questions or loan concerns as needed.
• Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
• Assists with other duties assigned by management.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High School diploma or equivalent. College degree or coursework in finance or related studies is a plus
• Two years’ experience in loan operations, loan review or similar jobs
• Demonstrated working knowledge of loan documentation, including lien perfection rules
• Proficient in Microsoft Office Suite, Outlook and other similar applications
• Previous leadership experience preferred

• Strong attention to detail with ability to multi-task
• Good understanding of loan policy and regulatory compliance
• Ability to work efficiently as a member of a team or alone
• Strong verbal and written communication skills
• Ability to provide a positive experience for customers and act in a professional manner