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Senior Loan Documentation Specialist

Company: Kforce Finance and Accounting
Location: Beverly Hills
Posted on: September 20, 2022

Job Description:

RESPONSIBILITIES:Kforce has a client that is seeking a Senior Loan Documentation Specialist in Beverly Hills, CA.

Key Tasks:

  • Under general supervision, Senior Loan Documentation Specialist performs at a proficient skill level all aspect of the department including advanced knowledge of loan documentation software (e.g., LaserPro or Encompass); Prepares loan documentation in accordance with the loan documentation request and approved Credit Application based on the loan structure
  • Responsible for preparing loan documents for Commercial and Consumer loans at the highest level of complexity in accordance with the loan structure and entity type which may consist of but is not limited to Lines of Credit, Term, Asset Based, Construction, Commercial & Industrial (C&I) and Commercial/Residential Real Estate (RE); Independently administers the closing/funding of RE loans by working with Title/Escrow and working with financial institutions to coordinate payoffs to secure our lien position; Works with relationship managers, underwriters, internal and outside counsel, title insurance companies and insurance companies to ensure compliance and resolve issues
  • Reviews the credit approval, entity documentation, prelims, title policies, trust certificates and all other applicable items submitted for documentation requests and takes appropriate action to ensure the loan is documented in accordance with Bank policies and procedures and are in adherence with compliance and regulatory requirements; Makes appropriate documentation and/or data corrections before finalizing the request, as directed by quality reviewer, or manager
  • Performs quality review of loan packages to determine the accuracy of the documents as related to the loan structure, and to ensure satisfactory supporting documentation has been obtained consistently; Discusses results directly with peer employee, manager and/or legal counsel to ensure all documentation packages accurately reflect the approved Credit Application
    Job Requirements:REQUIREMENTS:
    • High School diploma/GED
    • Minimum 5 years of experience
    • Microsoft Suite
    • FISERV Navigator (or similar system)
    • Laser Pro or Encompass (or similar system as applicable)
    • Possess excellent human relations, communications, and business writing skills
    • Ability to work effectively without direct supervision
    • Ability to comprehend and interpret Bank policies and procedures
    • Possess effective time management and organizational skills
    • Demonstrates teamwork in facilitating workflow; High level of cooperation with others and is responsive to the Bank's needs
    • Exemplary motivation, enthusiasm, professionalism, and team skills
    • Have high level of accuracy and great attention to detail
    • Strong analytical and problem-solving skills
    • Demonstrates excellent customer service skills
    • Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities
    • Exhibit high degree of professionalism and confidentiality in handling and having access to sensitive customer or employee information
    • Ability to handle constant use of tact, discretion, and good judgment
    • Ability to travel between bank locations and/or commute for training purposes - less than 25%


      Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Keywords: Kforce Finance and Accounting, Beverly Hills , Senior Loan Documentation Specialist, Other , Beverly Hills, California

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