Loan Documentation Specialist 5
us bankPortland (ME)
Loan Documentation Specialist 5
Posted 8 days ago
us bankPortland (ME)
Loan Interviewers and ClerksInternational, Secondary Market, and All Other Nondepository Credit Intermediation
SENIORITY
Senior
About the role
Overview:
In this role you help prepare and review loan and lease packages to meet policies, regulatory, and investor standards. You will collaborate with staff, clients, and external partners to gather documents, resolve issues, and keep files compliant. Depending on needs, you may close and fund loans, calculating final costs and disbursing funds. The position supports scalable, accurate lending operations in a fast-paced environment, contributing to smooth customer experiences and risk compliance. You'll work within a team that values attention to detail and strong communication as you help drive timely funding. Compensation / Benefits Healthcare (medical, dental, vision) Life insurance Disability (short-term and long-term) Parental leave 401(k) retirement plan Paid vacation
Responsibilities:
- Coordinate preparation of loan/lease packages in line with policies, regulators, and investor standards
- Communicate with staff, customers, realtors, brokers, counsel, and title companies to resolve inquiries and gather documents
- Ensure compliance with internal policies, regulatory and investor requirements and customer service standards
- Coordinate closing and funding of assigned loan packages, including calculating final closing costs and disbursing funds
Key requirements:
- High school diploma or equivalent
- Typically six to eight years of relevant experience
- Thorough knowledge of legal documents used in loan/lease processing
- Ability to work with legal staff to solve complex documentation needs
- Critical thinking for loan documentation construction
- Mastery of the bank's documentation softwareAdvanced knowledge of closing, funding, underwriting, governmental and agency requirements, and automated processing systems
- Advanced knowledge of applicable credit policies and approval processes for assigned products
- Ability to work accurately in a fast-paced, high-production environment
- Strong organizational and communication skills
- Strong organizational skills
- Effective verbal and written communication
- Knowledge of bank documentation softwareAdvanced understanding of closing and funding policies
- Working knowledge of underwriting requirements and automated processing systems
- Knowledge of governmental and agency requirements
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.