Loan Documentation Specialist

Job Highlights Title: Loan Documentation Specialist Type: Full Time Experience: 3 Years Function: Sales/Compliance Location: Edina, MN, United States Company: Popular Bank Company Profile Popular Bank (parented by Popular) offers a wide variety of services and financial solutions to consumers, small businesses, corporations, and governmental organizations. Job Profile The bank is hiring a Loan Documentation Specialist who will work directly with the internal partners (sales, compliance), customers, and vendors to provide superior customer service. Helps to serve as a dependable financial service provider to a variety of industries across the United States. Education Level Associate’s Degree preferred with a minimum 3 years of experience in the leasing industry Work Experience Possess work-related experience Duties/Responsibilities Coordinate with the sales and other internal departments in the lease preparation process Maintain specialized knowledge of the documentation department’s function, terminology, policies and procedures, and related laws and regulations at the local, state, and federal levels. Maintain transaction information and enter it into the lease management system (SalesForce) Manage daily customer requests and transaction maintenance, including follow-up on open vendor invoices, any missing documentation, requesting proof of insurance, as well as processing payments to vendors Responsible for the accurate, timely, and complete preparation of lease documents, which are generated using Drawloop within our SalesForce CRM Skills/Knowledge/Abilities Advanced organizational, verbal, and written communication skills Detail‑oriented with the ability to thrive in a fast‑paced, ever‑changing, highly collaborative environment Excellent customer service skills Must be a team player Strong time‑management skills Strong working knowledge of MS Office software with a strong emphasis on Word and Excel; SalesForce experience (preferred) Take initiative, think outside the box, and effectively manage priorities Benefits/Perks The company offers various incentive compensation, commission, or other type of remuneration or benefits. Employer’s Statement Popular is an Equal Opportunity Employer. #J-18808-Ljbffr Quontic Bank