Job Description
About the position
- Responsibilities
- Create Floorplan and Commercial documentation using HotDocs for Dealer Services.
- Work with Credit Coordinators, Bankers, Underwriters, and Compliance to complete documentation requests.
- Perform documentation preparation and review for existing customers and new prospects.
- Review and analyze terms, conditions, and financial components in approval documentation.
- Identify potential problems and offer solutions during the loan closing process.
- Meet service level expectations and individual productivity goals.
- Monitor and prioritize work queues effectively.
- Adhere to published procedures and controls at all times.
- Conduct procedure and policy reviews and revisions as needed.
- Prepare materials and present group learning sessions to colleagues.
- Requirements
- 1 year of experience in commercial loan documentation preparation.
- Knowledge of risk management, collateral perfection, compliance, and controls.
- Understanding of commercial loan terms and documents.
- Proficient in Outlook, Windows, and Microsoft Office applications.
- Detail-oriented and organized with the ability to prioritize workload effectively.
- Flexible and adaptable to changing priorities and team workload.
- Strong interpersonal skills and a pleasant, professional demeanor.
- Customer service focused with excellent communication skills.
- Nice-to-haves
- Experience with Dealer Floorplan.
- Experience with HotDocs or similar commercial loan system.
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