• Documentation Coordination: Working with the lending officer to ensure the client has all the proper documentation for completion.
• Third-Party Report Management: Order, review, and confirm receipt of third-party reports, such as title commitments, flood, credit reports, etc.
• Loan Closing Coordination: Coordinating and overseeing the loan closing process, including loan closings with third-party title companies.
• Loan Booking: Booking loans to the core system in accordance with signed loan documentation.
• Funds Distribution: Distributing funds and posting fees to appropriate GLs.
• Loan Document Review: Reviewing and approving all loan documents before closing to ensure compliance with underwriting covenants, internal policies, and regulations.
• Loan Processing: Work with loan officers to gather documents, and process, review, and package business loan files in a timely and accurate manner.
• File Management: Help files transition from each stage of the pipeline.
• Documentation Production: Produce and collect required loan documentation and supplemental documents according to established department standards.
• Customer Service: Provide informed, prompt, professional, and accurate service.
• Support Assistance: Support to all members and associates by responding to email.

• Documentation Ordering: Order pre-closing documentation and title commitments, flood determinations, appraisals, surveys, lien searches, title searches, etc., based on loan approvals and commitment letters.
• Loan Documentation Preparation: Accurately prepares and reviews loan documentation for business loan closings within Wolters Kluwer ComplianceOne with various levels of complexity.
• Compliance Assurance: Ensure loan documents are compliant with credit approval, and internal lending policies & procedures.
• Documentation Review: Obtains and/or conducts a thorough review of corporate and collateral documentation, i.e., operating agreements, final title policies, UCC- filings/searches, etc.
• Issue Resolution: Works with loan officers and credit staff to effectively communicate and resolve issues on document requests.
• Professional Response: Responding in a professional and timely manner while maintaining effectiveness when working on sensitive transactions.
• Loan Funding: Fund loans upon receipt of executed documents and when conditions of approval have been met.
• System Administration: Administrator for Compliance One i.e. updates, enhancements, etc.
• Exception Tracking: Initial input of exception information (tickler items) through Wolters Kluwer CASH OnTrack system.
• Tax Monitoring: Input and monitoring of property tax information on all real estate loans through InfoPro.
• Inquiry Assistance: Assists with all business loan inquiries to the department from business members, branches, etc.

• Documentation Preparation: Prepares documentation for commercial real estate loan renewals and modifications.
• Credit Documentation: Prepare documentation for Letters of Credit.
• Non-Real Estate Documentation: Prepare documentation for commercial non-real estate documents while maintaining service level standards.
• Consumer Loan Documentation: Prepare documentation for consumer loans while maintaining service level standards.
• Vendor Forms Preparation: Prepare New Vendor Forms for new vendors with invoices due on new loans.
• Accuracy Maintenance: Receive high-level accuracy on job-related functions.
• Guideline Updates: Keep abreast of all Investor guidelines and changes that may affect loan status.
• Industry Knowledge: Maintain current knowledge about the industry, market trends, competitive position, etc.
• Productivity Achievement: Strive to achieve and exceed productivity expectations and standards.
• Best Practices Development: Develop best practice checklists.
• Customer Interaction: Interact with customers via phone, and chat and should be able to answer servicing questions.

• Loan Review: Review loans in process daily and determine what is needed to process loans quickly
• Document Audit: Perform document review and processing system audit to ensure information integrity
• Compliance Evaluation: Evaluate and ensure overall loan documents are accurate, complete, and compliant
• Report Review: Review various reports including Credit, Income, Assets, and Collateral documents (Appraisal, HOI, Flood, Title, etc.) to determine compliance with investor requirements
• Package Creation: Create a loan submission package for the Underwriting department
• Template Tracking: Create/keep track of 'Still Needs Template' from initial submission through closure
• Effective Communication: Communicate effectively with clients and underwriters on follow-ups and queries
• Condition Sign-off: Sign off on processing conditions
• Letter Processing: Process approval and denial letters
• File Status Maintenance: Maintain the status of all files in process and updates

Information Collection: Collect information and documents to take each file from pre-approval to closing

Due Diligence: Assist in due diligence by reviewing documents including property, borrower information, credit, appraisal, insurance, and title - ultimately preparing a file to be closed

Document Review: Review file documents and request pending items

Third-Party Coordination: Order and review loan documents from the third-party attorney

Accuracy Assurance: Responsible for ensuring that all loan documents and closing statements are accurate and reflect loan terms

Executed Document Review: Review executed loan documents provided by the Closing Agent

Final Checklist Preparation: Prepare a final checklist for file completeness on each transaction

Professional Communication: Communicate with borrowers, fellow employees, and clients in a manner that shows sensitivity, tact, and professionalism

Regulation Understanding: Understand rules, regulations, policies, and procedures

Loan Information Input: Input proper loan information into the system for processing

Post-Disbursement Management: Attend to post-disbursement loan matters