Documentation Associate

Client Information

• Financial firm responsible for providing banks, credit unions and CDFIs with outsourced SBA and USDA lending platform. Founded in 2010.

Job Summary

• The documentation associate is responsible for performing a variety of clerical loan documentation compliance/internal review specifically on the preparation, review of loan closing documents, file indexing, building of liquidation preparatory documentation packages. Must be comfortable with interfacing with clients and third parties (banks, insurance agents, attorneys, CPAs, etc.) Job Duties Reports directly to the managing director; provides communication to leadership on status of loan file reviews, frontline on driving quarterly goals and projects to improve compliance department efficiencies. Verifies accuracy of file documentation and enters all document preparation information into the computer system; including loan file and collateral documentation ensuring new and existing loan files meet company and the SBAs strict standards. Reviews tax returns and financial statements; insurance inform ation on ongoing exis ting loans. Effectively manage relationships with banks and borrowers. Review documents to ensure it ems have been properly executed; all documents have been provided as per the loan agreement. Prepares various reports to email to clients Actively contribute to Weekly Level 10 department meetings to identify, discuss, solve and implement department process improvements. Other duties as assigned.

Qualifications

High School graduate required, Bachelor’s degree in Finance, Accounting or a related field preferred. Knowledge and understanding of a variety of loans including commercial, consumer, SBA, constructions, mortgage products is a plus. Must have or be able to learn the requirements of a correctly compiled loan file. Must have strong communication skills Proficient with general office machines and programs to include Microsoft Office Suite.

Must be well organized, accurate, and attentive to detail Hours: M-F; 8am to 5pm; Starting pay $30s to $5 0s (based on experience); competitive health insurance