Consumer Preparation Specialist I

Job Title

Loan Document Preparer

Job Description

The purpose of this job is to prepare accurate and complete loan, security, and compliance documents and related correspondence for complex consumer loans, including all real estate secured consumer loans, in accordance with the application, legal and compliance requirements, and bank policy and procedures. This job requires the ability to proficiently prepare documents for one or more market areas.

Responsibilities

Examine and interpret loan applications and other source documents for completeness and accuracy of data essential for appropriate categorization of loan transaction and document preparation

Identify missing or incomplete information necessary to prepare loan and request needed information from lender

Prepare loan, security, and compliance documents and related correspondence within established time frames based on application and supporting source documents by utilizing the Laser Pro automated document preparation system and Word/Excel applications

Utilize Image and/or the collateral folder to obtain additional information needed in loan preparation

Perform additional duties as assigned.

Qualifications

High School diploma or GED

Knowledge of consumer real estate collateral, security, and lien perfection requirements (2 Yrs)

Knowledge of loan compliance regulations (2 Yrs)

Time management principles to prioritize workload

Strong communication/interpersonal skills

Organizational skills

Detail oriented

Computer skills

Word processing

E-Mail and Internet

Customer service

Effective analytical skills

Ability to use sound judgment

Two year college degree preferred

Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.