Documentation Specialist - Commercial Real Estate

Primary Purpose Of Job

Responsible for properly documenting and closing approved new loans and modifications as well as reviewing and processing construction disbursements, interest rate adjustments and partial releases.

• Collaborates with Relationship Managers and reviews documents to ensure loan conditions and requirements are met and/or obtained, including but not limited to loan documents, title policies, appraisals, flood certifications, financial statements, organizational documents, environmental reports, and insurance policies.
  • Ensures loan documents are properly executed, notarized and meet bank standards or investor requirements, if applicable.
  • Interacts with external parties, including the customers, attorneys, title and escrow companies, insurance agents, environmental consultants, loan participants, etc.
  • Completes loan checklists.
  • Assembles loan files and transmits completed files and documents to the appropriate documentation storage facility.
• Prepares and processes loan closings, mortgage recordings, loan bookings, loan disbursements, interest rate adjustments and loan modifications.
  • Prepares regulatory and other disclosure documents as may be necessary.
  • Assembles loan documents and submits package for recording with the Bureau of Conveyances and/or Land Court.
  • Prepares internal forms including but not limited to source documents, disbursement vouchers, general ledger tickets and vouchers, wire requests, file maintenances.
• Collaborates with Relationship Managers and reviews and processes construction related transactions, including but not limited to construction disbursements, title updates, partial releases, principal and interest payment application instructions, and interest rate adjustments.

• Three (3) to five (5) years of work experience in processing and/or closing mortgage loans.
• One (1) year of work experience in commercial and/or construction lending.

• Proficient in the use of Microsoft Office applications (Excel, Word and Outlook).
• Able to prioritize work to meet tight deadlines and keeps accurate files and other work products.
• Excellent verbal and written communication skills.
• Able to handle multiple assignments and prioritize workload based on deadlines.
• Able to maintain a high degree of confidentiality with sensitive customer and bank information.

EOE, including disability/veterans

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Mahalo for your interest in American Savings Bank!