Doc Prep Specialist

Review Commercial Real Estate Loan documentation requests to verify a complete loan package and/or adequacy of credit limits prior to document preparation and/or closing.  
Prepare loan documents in-house for new loans and renewals, depending on loan type, complexity and/or amount.
Handle attorney bid requests and selection process.
Prepare engagement letters and forward loan packages to attorneys to prepare documents for new loans and renewals, depending on loan type, complexity and/or amount.
Follow up with attorneys and keep all parties informed of progress and pending items.
Review in-house and attorney prepared loan documentation to ensure accuracy and that all closing conditions are met prior to closing, including title search and/or commitment.
Review Flood, Hazard, Windstorm, Liability, and Content insurance documentation to ensure adequacy and prepare Flood Analysis form, as applicable.
Handle commitment fees and prepare disbursement instructions.
Perform all escrow analyses and prepare amortization schedules, depending on loan type.
Complete applicable checklists.
Make sure cases are properly processed through the applicable workflow system.
Mentor junior doc prep team members and serve as a source of information and assistance.

Bachelor's degree in business, finance, or accounting
Accredited Banking Certifications a plus
Five+ years of experience preparing commercial Real Estate loan
documentation, reviewing attorney-prepared loan documentation, and working with attorneys for loan closing.
Proficient in loan documentation software, particularly LaserPro. 
Proficient using MS Office, particularly MS Word, Excel and PowerPoint 
Knowledge of Fiserv AS/400 desired
Time management, organizational skills, and communication skills required.

Document PREPARATION SPECIALIST