Loan Documentation Specialist I (Banking)

Location: Dallas, Georgia, United States; onsite

Company

Established banking institution providing financial services and loan solutions to clients across the United States.

What you will do

• Coordinate the loan documentation process for internal refinance and modification requests.
• Review imaging systems for missing or deficient documentation.
• Enter loan information into the loan platform to prepare documents according to approvals, collateral, and supporting documentation.
• Track transactions in process and communicate request status, missing information, and clear-to-close details to lending and loan operations staff.
• Manage documentation errors and corrections within required timeframes.
• Follow bank policies, procedures, and regulatory guidelines while maintaining accurate work and punctual attendance.

Requirements

• High school diploma or equivalent.
• At least one year of experience using Microsoft Outlook, Word, and Excel.
• Knowledge of loan terminology, loan-closing processes, banking principles, and federal or state lending regulations.
• Strong verbal and written communication, attention to detail, multitasking, and deadline-management skills.
• Ability to work effectively in a team, follow established procedures, and work extended hours when necessary.

Nice to have

• At least one year of experience working with financial documents and transactions such as promissory notes, loan agreements, security deeds, or mortgages.
• Experience in a centralized loan documentation department.
• Experience with TILA-RESPA Integrated Disclosure (TRID) and corporate authority documents.

Culture & Benefits

• Generous paid time off.
• 401(k) matching.
• Health, dental, vision, and pet insurance.
• Additional employee perks and discounts.
• Resources supporting physical, mental, and financial wellbeing.