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Loan Documentation

Company: Bank of Marin
Location: Novato
Posted on: June 6, 2021

Job Description:

In a team-oriented environment, the Loan Documentation Specialist supports the loan documentation/quality control functions of the Bank by preparing loan documents for all commercial, consumer, real estate and construction loans, ensuring that all bank policies, procedures and applicable compliance regulations are adhered to; meet customer, officer and department standards and expectations for accuracy and efficiency.

Essential Duties and Responsibilities:

  • Review incoming documentation requests for completeness while determining appropriate structure and documentation required for all loan types.
  • Set-up or update existing Customer Information on Bank's core system.
  • Prepare loan documentation, including appropriate provisions and exhibits for all loan types using Laser Pro software.
  • Complete documentation checklists and e-mail loan documents to analyst, loan officer and Real Estate portfolio manager, if applicable.
  • Review loans to determine if HMDA applies; ensure that HMDA package is complete and accurate; and input applicable information into Laser Pro.
  • Review CRA worksheet for accuracy.
  • Review Beneficial Ownership Form for accuracy and input applicable information into Bank's core system.
  • Review that key legal and customer scanned documents are captured in Bank's imaging system. Input and maintain credit covenant ticklers for all commercial loans.
  • Ensure aggregated debt is current and accurate on Bank's core system for all documentation requests.
  • Other duties as assigned.

Experience and Education Requirements:

1 year related experience and/or training preferred. Associate's degree (A.A.) or equivalent from two-year college or technical school; or equivalent combination of education and experience and/or training.

Additional Requirements:

  • Excellent attention to detail.
  • Good verbal and written communication skills.
  • Ability to prioritize and meet deadlines in team setting.
  • Ability to interact with all levels of management, employees and peers.
  • Good interpersonal skills.
  • Understanding of Bank Policies and Procedures.
  • Understanding of lending regulations (i.e. Truth in Lending, RESPA, ECOA, HMDA, CRA, Reg. O,and BSA).
  • The right candidate will have the aptitude to learn the loan input system. Experience with Laser pro is highly desirable.

The Bank of Marin is a growing public company with career advancement opportunities. We offer competitive compensation and comprehensive benefit programs including medical, dental, vision, 401K, profit sharing and employee stock ownership plans, tuition reimbursement, and an employee volunteer program.

Bank of Marin is an equal opportunity employer. EOE AA M/F/Vet/Disability

Keywords: Bank of Marin, Novato , Loan Documentation, Other , Novato, California

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