Pre-Closing Representative
BankFirst Financial Services
Job Description
Job Description
BASIC PURPOSE: This position is responsible for performing pre-closing reviews of consumer and selected commercial loans and determining conformance with documentation requirements as well as bank credit policy standards and approval requirements. In addition, preparing loan closing packages for all BankFirst markets within defined turnaround time standards and ensuring adherence to prescribed compliance requirements.
PRINCIPLE ACCOUNTABILITIES
- Verify loan documents required to support approved terms and conditions, including reviewing entity and collateral documentation, lending authorities, and adherence to terms, pricing and conditions approved by senior-level management and/or bank loan committees.
- Prepare documentation for all new, renewal and modified loans, including consumer and non-real estate commercial loans, utilizing the bank’s internal documentation preparation software.
- Produce complete, accurate and enforceable loan document packages, including promissory notes, loan agreements, security agreements, financing statements and all necessary documents for collateral lien perfection.
- Assist with third-party services, including UCC filings and searches, flood determinations, Secretary of State standings and other external documentation as required
- Serve as a resource to all bank lending personnel and loan support areas by providing guidance and/or consultation on any documentation, policy or procedural issue
- Notify lenders of potential problems and make recommendations for resolution of problems or conflicts associated with loans and/or collateral
- Participate in training sessions, webinars and/or projects relating to pre-closing and compliance
- Provide support to Department Manager and assist with the execution and implementation of bank initiatives and the training of bank lending personnel
EDUCATION, EXPERIENCE, SKILLS
- Minimum of three (3) years of work experience in consumer and commercial loan documentation, with LaserPro experience preferred
- Broad knowledge in loan compliance and regulatory requirements, with strong understanding of loan documentation for consumer and non-real estate commercials loans
- Superior attention to detail and accuracy
- Strong written and oral communication skills
- Effective organizational and time-management skills
- Ability to handle heavy volumes of work under pressure in a deadline-driven environment
- Proficient PC and technical skills necessary to perform related job duties
- Excellent multi-tasking and prioritizing skills
- Strong critical thinking and decision-making skills
BankFirst is an EO employer- M/F/Veteran/Disability
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Pre-Closing Representative in Tuscaloosa, AL vacancy
- ...Processing Assist borrowers with mortgage pre-qualification, pre-approvals, and full... ...with underwriters, processors, and closing staff to facilitate efficient and timely... ...on borrower availability. Ability to represent the bank professionally at networking and...SuggestedFull timeCasual workWork at officeMonday to FridayWeekend workAfternoon shift
Local Bank
Tuscaloosa, AL1 day ago - ...Real Estate Closing CoordinatorA well-established and growing organization in the real estate services industry is seeking a detail-oriented Real Estate Closing Coordinator to join its team. This is an excellent opportunity for an organized professional who thrives in...SuggestedContract work
PangeaTwo
Tuscaloosa, AL5 days ago - ...Overnight Closer (Member Services Representative) The Overnight Closer will be responsible for creating a positive member experience... ...prospective members and guests. You will also be responsible for closing that day's shift for that business day as well as creating an...SuggestedLocal areaShift workNight shiftDay shift
Planet Fitness
Northport, AL1 day ago - ...sports, coaching, athletics, or competitive leagues are among our top performers ADDITIONAL QUALIFICATIONS: Pass a high-level pre-employment background check Active Drivers License and reliable transportation Active Health & Life Insurance Producer...SuggestedWeekly payWork experience placementLocal area
Alleviation Enterprise LLC
Tuscaloosa, AL3 days ago - ...presentations, recommending products, and closing new sales · Prospecting for new sales... ...relationships by collecting premiums on a pre-arranged schedule that you determine ·... ...Kemper serves over 4.6 million policies, is represented by approximately 24,200 agents and...SuggestedFull timeTemporary workFor contractorsCasual workImmediate startRelocation package
Kemper
Tuscaloosa, AL3 days ago $19 per hour
...The Leasing Manager is responsible for overseeing all aspects of leasing and marketing at the property. The Leasing Manager works closely with the Community Manager to set leasing goals and develop a strategic marketing plan for achieving budgeted occupancy. The Leasing...Hourly payPermanent employmentFull timeFor contractorsNight shiftWeekend workAsset Living
Tuscaloosa, AL3 days ago- ...Activities Conducting sales presentations, recommending products, and closing new sales Prospecting for new sales opportunities Maintaining strong customer relationships by collecting premiums on a pre-arranged schedule that you determine Responding promptly to service...Full timeTemporary workTraineeship
- ...visits and conducting sales presentations, recommending products, and closing new sales Prospecting for new sales opportunities Maintaining strong customer relationships by collecting premiums on a pre-arranged schedule that you determine Responding promptly to...Full timeTemporary workImmediate start
- ...or appraiser document follow-up as determined through quality control or post-closing review. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations...Work at officeLocal area
SunTrust Investment Services, Inc.
Tuscaloosa, AL1 day ago - Mortgage Loan Officer (MLO) United Community is an experienced, driven, and customer-focused Mortgage Loan Officer (MLO) to join our team. The MLO will help individuals and families achieve their homeownership dreams. In this role, you'll build lasting relationships...Full timeLocal areaRemote work
United Community Bank
Tuscaloosa, AL3 days ago - This position is focused on helping families protect themselves from the financial burden of funeral and final expenses through life insurance. We offer both face-to-face and telesales opportunities, so there's flexibility depending on your strengths and preferences. ...Daily paidTemporary work
Security National Life Insurance Company
Tuscaloosa, ALa month ago - Satori Mortgage (NMLS: 4190) is seeking self-motivated individuals ready to build a career in the mortgage industry. This remote position emphasizes relationship-building, giving you the advantage if you have an established network. You'll receive extensive training and...Remote work
Satori Mortgage
Tuscaloosa, AL4 days ago - ...evaluate financial and credit data to determine financing solutions Guide clients through the mortgage process from application through closing Maintain compliance with all federal, state, and company lending regulations Utilize CRM and marketing tools to manage leads,...Local area
Primary Residential Mortgage
Tuscaloosa, AL1 day ago - ...management skills The ability to interact professionally via telephone or in person, with policyholders (insureds), clients, and their representatives About Midwest Technical Inspections, Inc. Midwest Technical Inspections , established in 1988, is a privately owned company...Hourly payFor contractors
Underwriter Services Association
Tuscaloosa, AL4 days ago - A claims adjusting training company in Northport, Alabama, seeks Licensed Claims Adjusters to join their team. The company offers flexible work opportunities and comprehensive training programs to equip you with essential skills for success in claims adjusting. Whether...Flexible hours
MileHigh Adjusters Houston
Northport, AL4 days ago - INSURANCE ADJUSTER CAREER OPPORTUNITIES Licensed Adjusters & Career-Entry Applicants Welcome No prior insurance adjusting experience is required for career-entry applicants. Are you interested in building a career as an Independent Insurance Claims Adjuster? With continued...Flexible hours
MileHigh Adjusters Houston
Northport, AL4 days ago $55k - $65k
...once onboardOngoing mentorship and professional developmentSales support—you can earn commission for leads, even if another teammate closes the saleExceptional Benefits (Day One):Health and dental insurance401(k) with company matchTuition reimbursement and student loan...Local areaComparion Insurance Agency
Tuscaloosa, AL6 days ago- ...The Insurance Representative is directly responsible for writing new quality business, conserving existing business, providing ongoing quality... ...Representative has to demonstrate the ability to work without close supervision and to work evening hours and weekends. The...Immediate startWeekend workAfternoon shift
Transamerica Agency Network
Tuscaloosa, AL1 day ago - ...policies. Address any underwriting conditions in a timely manner by working with the borrower and loan officer. Coordinate loan closings with all involved parties, ensuring a smooth and efficient process. Maintain accurate and organized records in the loan...Casual workWork at officeRemote work
Local Bank
Tuscaloosa, AL18 days ago $26.18 - $35.62 per hour
...production and underwriting by coordinating information, preparing correspondence, and tracking documentation alongside CRM and loan closing teams. This full-time role requires 5+ years in financial services, strong communication, MS Office skills, and readiness to travel...Hourly payFull timeFlexible hoursAfternoon shiftUnited Community Bank
Tuscaloosa, AL4 days ago- ...in your career and beyond? The Lee Region at Modern Woodmen of America is ready to add a new Insurance Agent (future Financial Representative once licensing is achieved) to our team. We are a dedicated group of driven, ambitious professionals, eager to impact people’s...Local areaFlexible hours
Lee Region - Modern Woodmen of America
Tuscaloosa, AL1 day ago - Are you a credentialed life insurance producer who feels constrained by corporate caps, captive carrier limitations, or opaque lead structures? We are expanding our network of established financial protection specialists. This 1099 entrepreneurial partnership is tailored...Contract workWork at officeImmediate startRemote work
CEO Life
Tuscaloosa, AL23 days ago - Legendary Allen Agency is looking for ambitious individuals to join as Remote Life and Health Insurance Agents. This role offers flexibility and real earning potential, allowing you to work from home and create your own schedule. You will help clients protect what matters...Remote workWork from home
Legendary Allen Agency
Tuscaloosa, AL4 days ago - Leasing Consultant Apartment Homes in Tuscaloosa, AL - Tuscaloosa, AL 00000 Start Date 05/19/2026 Overview Position Type Full Time Category Real Estate Join Our Team at Arlington Properties! Are you a motivated professional with a passion for real estate...Full timeFor contractorsFlexible hours
Arlington Holdings
Tuscaloosa, AL3 days ago - Accounts Receivable Manager Responsible for managing and performing efficient and effective Accounts Receivable functions for DCH Regional Medical Center, Northport Medical Center, Fayette Medical Center, DCH Home Health and Home Medical Equipment. Responsible for accurately...Work at officeShift work
DCH Health System
Tuscaloosa, AL19 hours ago $69k
...Job Description Job Description Remote Insurance Representative | Flexible Schedule | Commission-Based This position offers flexible... ...with enrollment Build and maintain strong client relationships Work closely with your manager to set goals and achieve them...Remote jobWork from homeFlexible hoursEmpire State Careers
Tuscaloosa, AL16 days ago- Arlington Properties in Tuscaloosa, AL is seeking a Leasing Consultant to be the face of the community, greeting prospects, conducting tours, and guiding applicants through the lease process. You will support residents and drive occupancy with accurate pricing and policy...
Arlington Holding Company
Tuscaloosa, AL9 hours ago - ...initiatives, and additional marketing opportunities. Always represent the community positively and professionally, both in and out of... ...packages. Assist with general housekeeping involved with opening, closing and maintaining the office, clubhouse, grounds and amenities....Summer workSummer holidayWork at officeLocal areaImmediate startVisa sponsorship
The Scion Group
Tuscaloosa, AL6 days ago - ...service and leave every visitor feeling better than they did when they arrived. This mindset is exactly what the Live It culture represents, and why Leasing and Live It Specialists are a valuable and irreplaceable part of our team. We recognize that work is meant to support...16 hoursLive outWork at office
Hawthorne Residential Partners
Tuscaloosa, AL2 days ago - IS IT TIME FOR A CAREER CHANGE? With the current surge in storm-related events sweeping across the nation, there's an urgent need for new adjusters to meet the escalating demand. As a Licensed Claims Adjuster, you'll play a crucial role in helping individuals and businesses...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Pre-Closing Representative. Be the first to apply!
