Loan Documentation Specialist
About The Position
The Loan Documentation Specialist works closely with the Lending team, Closers, and Partnership/Asset Managers to coordinate and ensure that loan files are maintained in adherence with IFF’s Policy. The role is primarily responsible for ensuring the safe and organized storage of all original loan documents. The Loan Documentation Specialist will manage the department’s document management procedures and support accountability efforts through regular file and data audits. Additionally, the role supports our Finance team to package eligible loan documents for collateralization with investors. IFF is looking for candidates with a commitment to the work we do who can demonstrate their creativity, diligence, enthusiasm, growth-mindset, thoughtfulness, and passion to make meaningful change in the areas of economic and racial justice.
Requirements
- Two years of college, or three to four years of relevant work experience required.
- Highly organized, keen attention to detail, self-motivated, problem-solver, previous experience with legal or loan related documents is preferred.
- Minimal regional travel may be required.
- Occasional evening and weekend work may be required.
Nice To Haves
- previous experience with legal or loan related documents is preferred.
Responsibilities
- Overseeing and managing Capital Solutions’ physical and electronic loan document management system.
- Maintaining and enforcing document management policies and procedures.
- Auditing loan approval and impact data and loan files to ensure accuracy and completeness prior to loan closing.
- Ensuring the proper storage and organization of loan file documents from loan file creation through close out.
- Serves as the primary liaison between the finance team and external investors to retrieve and provide requested loan documentation.
- Demonstrates a commitment to equity, diversity, and inclusion. Promotes an environment of empathy and respect, ensures the inclusion of all team members, and will actively engage in EDI events and learning opportunities.
- Perform other projects as assigned. No job description can be entirely comprehensive, and the jobholder will be expected to carry out such other duties as may be required from time to time and are broadly consistent with the job description and status of the position within the organization.
Benefits
- Medical, dental, and vision insurance
- Paid time off
- 401(k) retirement plan with employer contribution
- Life Insurance
- Short and long term disability
- Hybrid workplace
- Summer Fridays
- Professional development stipend
- Mentorship program
- Wellness programs
- Employee assistance
- Referral Bonuses
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
101-250 employees
