3 дня назад
Loan Documentation Analyst
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Loan Documentation Analyst (Commercial Banking): Reviewing legal and administrative documentation for new, renewed, increased, and existing loans with an accent on identifying deficiencies, verifying compliance, and monitoring time-sensitive records. Focus on analyzing loan files, coordinating with legal and account officers, preparing audit reports, and developing operational controls for documentation and customer information.
Location: Phoenix, AZ, United States; onsite
Company
provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.
What you will do
- Review legal and administrative documentation for new, renewed, increased, and existing loans to confirm alignment with approved loan structures.
- Identify documentation deficiencies, determine required waiver actions before funding, and monitor remediation throughout the loan term.
- Review trailing documentation to ensure proper execution and recording where applicable.
- Report documentation deficiency status to account officers and management using loan documentation systems.
- Work with legal and account officers to clarify unfamiliar or questionable documentation.
- Audit selected loan files, prepare summary reports, and recommend procedures and controls to protect documentation and customer information.
Requirements
- Knowledge of personal and commercial loan documentation.
- Experience with commercial banking systems and extracting information for analysis.
- Analytical and computer skills for reviewing documentation, identifying deficiencies, preparing reports, and working with databases.
- At least 2 years of loan documentation or related experience.
- Must be authorized to work in the United States without current or future employment-based visa sponsorship.
- does not provide employment-based visa sponsorship for this opportunity.
Culture & Benefits
- Flexible and collaborative work culture.
- Opportunities for internal movement and access to senior leaders.
- Inclusive workplace focused on supporting employees and the communities served.
- Reasonable accommodations are available during the employment process for individuals with health conditions and disabilities.
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