Loan Documentation Prep Specialist - Texas

GENERAL DESCRIPTION OF POSITION The Loan Documentation Prep Specialist prescreens and/or prepares loan documentation based on information submitted by lending staff. This position ensures loan documents are accurate and compliant with all state and federal regulatory requirements. The Loan Documentation Prep Specialist works regularly to maintain service level standards in a production environment. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Prescreens and prepares documentation for consumer non-real estate, and commercial loan requests. This duty is performed daily, about 75% of the time. 2. Reviews requests for documentation before determining and applying a hold on the loan submission when applicable. This duty is performed daily, about 5% of the time. 3. Prepares packages for e-signatures when applicable. This duty is performed daily, about 5% of the time. 4. Assigns various loan code(s) in the prescreening process to meet regulatory and company reporting requirements. This duty is performed daily, about 5% of the time. 5. Ensures corrections are made to loan documents as requested by the lender. This duty is performed daily, about 10% of the time. 6. Responds to phone, email, and internal messaging requests and inquiries from lending staff or other departments promptly and professionally. This duty is performed daily, about 5% of the time. 7. Reviews prepared loan documents for accuracy before releasing information to lenders. This duty is performed daily, about 5% of the time. 8. Approve specified placeholders in nCino to ensure offload to onBase. This duty is performed daily, about 5% of the time. 9. Upload documentation as provided by lending staff to onBase. This duty is performed daily, about 5% of the time. 10. Responds to requests and tickets through assigned rotation. This duty is performed daily, about 5% of the time. 11. Prepare administrative renewals as requested and complete onBase checklists for each loan before releasing documentation. This duty is performed daily, about 5% of the time. 12. The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily. 13. Completes required BSA/AML training and other compliance training as assigned. This duty is performed quarterly. 14. Perform any other related duties as required or assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION AND EXPERIENCE High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc., plus 2 years related experience and/or training, or equivalent combination of education and experience. COMMUNICATION SKILLS Ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence. Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence. ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization. MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations. CRITICAL THINKING SKILLS Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished n written, oral, or diagram formats. REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS Not indicated. PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS Not indicated. SOFTWARE SKILLS REQUIRED Advanced: Alphanumeric Data Entry, Word Processing/Typing Basic: 10-Key, Payroll Systems WORKING CONDITIONS Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable. ENVIRONMENTAL CONDITIONS The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. PHYSICAL ACTIVITIES The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations. Highly repetitive, low physical. Highly repetitive type of work which requires concentration in the performance of tasks for consistent time cycles as prescribed by the tasks. While performing the functions of this job, the employee is continuously required to sit, use hands to finger, handle, or feel, reach with hands and arms, talk or hear; occasionally required to stand, walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. ADDITIONAL INFORMATION - Two (2) years of related experience and/or training - Must possess strong communication skills and good documentation/organizational skills - Ability to work effectively