Join our Commercial Loan Services team in a detail-driven role focused on the preliminary stages of commercial and consumer loan transactions.
We’re looking for someone who is analytical, organized, and able to work independently in a fast-paced environment while managing multiple deadlines and complex documentation.
What You’ll Do:
- Ensure Loan Estimate and preliminary Closing Disclosures are prepared in accordance with the terms and conditions per the application and in compliance with regulatory requirements including TRID and Reg Z
- Review loan applications and supporting documentation for completeness and accuracy
- Communicate with loan officers and internal partners to obtain missing information and resolve documentation issues
- Order and review due diligence items such as flood certifications, title fee estimates, background checks, and other supporting documentation
- Manage multiple priorities while maintaining a high level of accuracy and attention to detail
- Support additional departmental responsibilities as needed
What We’re Looking For:
- Minimum two (2) years of relevant experience including one or more of the following:
- Commercial, mortgage, or consumer lending operations
- Loan disclosures or pre-closing loan support
- Mortgage or real estate title/escrow operations, with direct involvement in preparing disclosures or loan documents
- Legal document review and analysis (preferably related to mortgage industry)
- Real Estate Agent or Brokerage operations *Active real estate licenses must be placed in an inactive status upon hire
- Strong analytical and critical thinking skills with the ability to interpret complex documents and determine next steps
- Ability to work independently, prioritize workload, and meet deadlines in a fast-paced environment
- Excellent written and verbal communication skills
- Demonstrated high level customer service experience
- Exceptional organizational skills and strong attention to detail
- Highly proficient PC skills including Microsoft Office suite and loan documentation systems
Preferred Skills:
- Familiarity of TRID, Regulations B, Z, RESPA, Fair Credit Reporting Act, and other federal and state laws and regulations
- Working knowledge of complex consumer loan transactions, including title reports and exceptions
- Understanding of consumer lending policies and procedures
- LaserPro experience
Why This Role Stands Out
This role offers the opportunity to develop specialized expertise in the front-end loan process and loan compliance while working in a fast-paced operational environment where accuracy, accountability, and sound decision-making are essential.