Position Purpose: The Document Specialist provides effective support to daily operations of Credit Administration and the loan lending staff. The Doc Center is a critical component of the loan origination process. Upon approval, the terms and conditions of each loan will be forwarded to the Doc Center, where necessary documentation will be prepared in a centralized function to ensure compliance with applicable policies and regulations, as well as timely customer service and funding. This includes preparing and reviewing loan documents to ensure proper documentation is in place to perfect the bank's lien position and eliminate possible losses due to improper documentation.
Essential Duties:
Other Duties:
Training:
Communication:
This position will require effective written and verbal communication skills. Frequent communication with loan officers, assistants, legal counsel, and others is paramount to the position.
Knowledge/Skills:
This position requires a minimum of five years of experience in commercial loan origination, loan closing or loan operations. Paralegal or strong legal real estate background preferred. Previous experience in a Doc Center is preferred, but not required. Additionally, the position demands strong organizational and communication skills. Proficiency in the above listed "training" requirements will likewise be expected.
Working Conditions (How much time is spent standing, sitting, talking, use of hands, requirements to lift maximum weight amount and frequency):
The Doc Center Specialist will generally be seated within an office environment whereby limited/routine lifting will be required. However, coordination with various employees within Credit Administration and the Doc Center, combined with the pace of work, will require the employee to leave the immediate desk area frequently to facilitate the duties of the position.
Position can be house in our Strasburg or Richmond locations. Flexibility to train in Strasburg, VA will be required.