Job Type
Full-Time Regular

Under general supervision, incumbent is responsible for processing new, renewed and modified non-complex and some predefined real estate secured loan. Position will be responsible for preparing or reviewing loan documentation according to approved terms and conditions. Position will be responsible for working with lending staff to resolve or clarify any possible deficiencies in loan packages presented for document preparation or review.


  • Review new, modification or renewal non-complex or predefined real estate loan request to prepare for loan documentation preparation or already prepared by an attorney
  • Non-complex loans are identified as all consumer and commercial non-real estate secured loans; predefined real estate secured transactions include some consumer lot loans (pre-approved by Credit Administration for in-house documentation) and some commercial real estate loans (taken as abundance of caution or pre-approved by Credit Administration for in-house documentation); prepared in-house via LaserPro, via LaserPro Plus program or outside counsel prepared
  • Under guidance of a senior level team member:
  • Respond to loan assignment within 30 minutes of receipt by emailing lending assistant/lender department standard email indicating pipeline and expected turn-around time for package review and document preparation
  • Review loan approval for verification of appropriate lending authority as well as rate and structure meet loan policy
  • Verify all CIP information for borrower or supporting entity documentation has been provided and satisfies policy requirements
  • Email lending assistant/lender any deficiencies, discrepancies or missing documents needed to complete the request
  • Prepare LaserPro documents choosing appropriate standard template; build LaserPro transaction ensuring all critical documents have been generated to mitigate risk and solidify lien perfection; including but not limited to: promissory note, security agreement (if applicable), deed of trust or modification agreement (if applicable) and guaranties (if applicable); complete the LaserPro 2nd Review, Exceptions and CIP Due Diligence forms in the transaction
  • Self-review transaction and documents against loan approval
  • Request 2nd review of documents by team member; send email to designated team members including loan approval, boarding data sheet, promissory note, 2nd Review form and any document containing specific information relevant to the request to which information does not appear on the Boarding Data sheet
  • Once 2nd Review is returned, perform any necessary corrections cited
  • Send documents via email to lending assistant/lender
  • 2nd Review of loan packages
  • Assist team members by performing 2nd review of prepared loan packages prior to documents being sent to lending assistant/lender
  • Review package according to department procedure; cite any corrections or omissions on the 2nd Review form and send to processor for corrections
  • To be completed within 45 minutes of receipt from the team member
  • Retain copy of prepared loan package
  • A copy of the Boarding Data sheet, 2nd review form, Exceptions, CIP Due Diligence forms and any relevant communications between lending staff and processor should be placed in bank drive (bank drive/Docs to Be Uploaded/Branch #/Borrower Name/Loan # folder)
  • Create a folder for the loan, if it does not already exist
  • Complete Collateral Perfection of lien (if applicable)
  • If UCC collateral, create the UCC record using CT Liens Solutions
  • If CD collateral, verify hold is on account in Xperience Silverlake; if not, add hold to account
  • Assist in monitoring and assigning loan document requests sent to central mailbox (
  • Review loan document requests as they are received; identify appropriate processor assignment by determining loan type: DecisionPro (all consumer loans non-real estate secured and Colorado HELOCS) or complexity of loan (non-complex to lower level processors and more complex to senior level processors)
  • Ensure requests are assigned in a timely manner (within 30 minutes of receipt) making sure to copy the lending assistant/lender, assigned processor,, team lead and Doc Prep manager
  • Provide excellent customer service to lending staff and co-workers
  • Provide timely and accurate service in order to meet funding and booking deadlines
  • Assist co-workers with answering inquiries from lending staff
  • Other job duties as assigned


  • High school graduate or equivalent education certificate (GED) required AND
  • Minimum of 5 years of experience working with consumer, commercial non-real estate and real estate loan documentation
  • OR Bachelor’s degree AND
  • Minimum of 2 years experience working with consumer, commercial non-real estate and real estate loan documentation
  • Basic knowledge of Microsoft Word, Excel and Outlook (e.g. create new documents, edit existing files, create tables, sort/filter data, print documents, generate new records, email and calendaring)
  • Strong communication and customer service skills
  • Written communication skills including grammar, spelling and composition
  • Verbal communication skills including the ability to interact professionally with all levels of management
  • Ability to work independently and be self-motivated
  • Strong attention to detail and able to take direction
  • Must have ability to prioritize a variety of tasks, meet deadlines and work well under pressure
  • Ability to interpret and apply laws and regulations

Job ID R1553 / Posted Posted 3 Weeks ago
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