Loan Documentation Specialist

Loan Package Preparer

We're looking for an experienced professional to prepare closing loan packages for private banking clients, including portfolio and non-conforming mortgage products. If you thrive on detail, deadlines, and hands-on work that directly impacts clients, this role is for you!

What You'll Do

• Prepare and review complex high-value loan transactions including disclosures in compliance with TRID, Reg Z, and other applicable regulations
• Partner with loan officers and internal teams to gather required information and move loans efficiently through the process
• Review approval documents, title commitments, and other documents to ensure all loan requirements are met
• Identify and resolve documentation gaps to ensure smooth closings
• Manage multiple loan files simultaneously, ensuring deadlines are met without sacrificing accuracy
• Work in a collaborative, team-based environment
• Gain expertise in loan documentation and regulatory compliance while contributing directly to client success

What We're Looking For

• Minimum two (2) years of experience in one or more of the following areas:
• Loan document preparation or mortgage processing prior to closing
• Mortgage or real estate title/escrow operations, with direct involvement in preparing loan documents and/or settlement statements
• Real estate agent or transaction/contract coordinator experience, with hands-on preparation and management of contracts and/or closing documentation
• Active real estate licenses must be placed in an inactive status upon hire
• Exceptional organizational skills and attention to detail
• Strong critical thinking and problem-solving skills
• Ability to deliver high-quality work under tight deadlines and shifting priorities
• Proven customer service experience
• Excellent written and oral communication skills
• Highly proficient PC skills including Microsoft Office applications and loan documentation systems (Experience with LaserPro is preferred)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.