Loan Documentation Specialist - Redwood City

Job Title: 
Loan Documentation Specialist
Position Type: 
Full-Time
Location: 
Redwood City
Summary: 

The Loan Documentation Specialist will be responsible for the preparation of loan documentation for all loans including multi-family, commercial real estate, business lines of credit, personal lines of credit, accounts receivable formula lines of credit and Home Equity Lines of Credit. This person will also be responsible for reviewing loan documentation requests for completeness and regulatory compliance and preparing loan documentation pursuant to the terms and conditions of loan approval.

Essential Functions and Basic Duties: 
  • Review Credit Authorizations and prepare the appropriate Loan Documents and other ancillary documents needed to address the Credit Authorizations under direct supervision.
  • Basic knowledge of Avidbank policies and procedures as well as Federal, State and other regulatory requirements.
  • Assists management in insuring compliance with applicable banking regulations, with particular emphasis on the Bank Secrecy Act.
  • Work with title companies.
  • Review loan files prior to loan booking to ensure compliance with Credit Authorizations.
  • Review title policies for accuracy and work with title companies to resolve discrepancies.
  • Responsible for the daily delivery of the highest level of service to both internal and external clients.    
  • Additional support and duties as assigned.
Qualifications and Desired Skills: 
  • Experience in LaserPro and Horizon is desirable.
  • Computer Skills: Advanced Microsoft Word, Microsoft Excel, and Microsoft Outlook.
  • Ability to provide courteous, knowledgeable and professional customer service in all forms of interaction.
  • Ability to assume responsibility, display initiative, exercise good judgment, and make and act upon decisions with minimal supervision.
  • Good organizational skills, ability to prioritize and meet deadlines.
Experience Required: 
  • Undergraduate degree or Associates Degree in finance or business preferred.
  • Minimum 1 year related experience in loan operations processing.
Updated: 
Tuesday, July 16, 2019