Mortgage Loan Documentation Specialist (Prelims)

Job Description

Join our Commercial Loan Services team in a detail-driven role focused on the preliminary stages of commercial and consumer loan transactions.
We’re looking for someone who is analytical, organized, and able to work independently in a fast-paced environment while managing multiple deadlines and complex documentation.

What You’ll Do:

Ensure Loan Estimate and preliminary Closing Disclosures are prepared in accordance with the terms and conditions per the application and in compliance with regulatory requirements including TRID and Reg Z
Review loan applications and supporting documentation for completeness and accuracy
Communicate with loan officers and internal partners to obtain missing information and resolve documentation issues
Order and review due diligence items such as flood certifications, title fee estimates, background checks, and other supporting documentation
Manage multiple priorities while maintaining a high level of accuracy and attention to detail
Support additional departmental responsibilities as needed

What We’re Looking For:

Minimum two (2) years of relevant experience including one or more of the following:

Commercial, mortgage, or consumer lending operations
Loan disclosures or pre-closing loan support
Mortgage or real estate title/escrow operations, with direct involvement in preparing disclosures or loan documents
Legal document review and analysis (preferably related to mortgage industry)
Real Estate Agent or Brokerage operations *Active real estate licenses must be placed in an inactive status upon hire

Strong analytical and critical thinking skills with the ability to interpret complex documents and determine next steps
Ability to work independently, prioritize workload, and meet deadlines in a fast-paced environment
Excellent written and verbal communication skills
Demonstrated high level customer service experience
Exceptional organizational skills and strong attention to detail
Highly proficient PC skills including Microsoft Office suite and loan documentation systems

Preferred Skills:

Familiarity of TRID, Regulations B, Z, RESPA, Fair Credit Reporting Act, and other federal and state laws and regulations
Working knowledge of complex consumer loan transactions, including title reports and exceptions
Understanding of consumer lending policies and procedures
LaserPro experience

Why This Role Stands Out
This role offers the opportunity to develop specialized expertise in the front-end loan process and loan compliance while working in a fast-paced operational environment where accuracy, accountability, and sound decision-making are essential.